Course Description:
Roman A. Basi, Attorney/CPA, delivers expert guidance on analyzing financial situations, determining eligibility, and crafting persuasive proposals to maximize acceptance rates. Gain valuable insights into IRS dispute resolution, taxpayer rights, and negotiation strategies that will help you advocate effectively for your CTEC clients.
Key Learning Objectives:
✅ Understand the IRS dispute resolution process, taxpayer rights, and appeals procedures.
✅ Assess clients’ financial situations and determine eligibility for installment agreements.
✅ Evaluate offers in compromise and demonstrate financial hardship for maximum approval.
✅ Implement negotiation and communication tactics to secure optimal results for CTEC clients.
This course qualifies for 2 hours of IRS CE credit under the category of Federal Tax Law Related Matters.
About the presenter:
Roman Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, Managing Real Estate Broker, Title Insurance Agent and an instrument rated private pilot. Roman is also one of the Tax Course Instructors for the Internal Revenue Service’s Annual Filing Season Program for Tax Return Preparers throughout the United States. Roman is admitted to practice in Illinois, Florida, Arizona, Missouri, Federal District Court of Illinois Southern District, the United State Court of Appeals for the 7th Circuit, and Roman is also admitted to practice in the United States Supreme Court being sworn into the highest court in the summer of 2015 in front of all nine Supreme Court justices.
