2024 IRS Dispute Resolution & Installment Agreements

(2 Credit Hours of Federal Tax Law)

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Unlock the Secrets to Mastering An IRS Dispute!

Dive deep into the intricacies of these vital components of tax resolution, gaining practical insights and expert strategies to better serve your clients. From mastering negotiation tactics to understanding the nuances of installment plans and offers in compromise, this course is designed to equip you with the knowledge and tools needed to navigate complex tax scenarios effectively. Expand your skill set, stay ahead of the curve, and enhance your value as a tax professional. 

Upon completion of this course, participants will be able to:

  • Navigate the IRS dispute resolution process effectively, including understanding taxpayer rights and appeals procedures.
  • Analyze clients' financial situations to determine eligibility for installment agreements and strategize optimal payment plans.
  • Evaluate clients' eligibility for offers in compromise, including assessing financial hardship and crafting compelling proposals.
  • Implement negotiation tactics and communication strategies to achieve favorable outcomes in IRS disputes, installment agreements, and offers in compromise on behalf of their clients.

This course counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters.

About the Presenter:

Roman A. Basi is the current President of The Center for Financial, Legal & Tax Planning, Inc. Roman is an Attorney, a CPA, a Managing Real Estate Broker, a 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, the Federal District Court of Illinois Southern District, and the United States Court of Appeals for the 7th Circuit. 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.