2025 How to Help Clients Who Haven’t Filed in Years

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$54.97

Course Description:

Many taxpayers fall behind on their filing obligations, leading to penalties, IRS notices, and potential enforcement actions. As a tax professional, you play a crucial role in guiding clients through the process of becoming compliant while minimizing financial and legal consequences. This course provides a step-by-step approach to handling non-filer cases, understanding IRS enforcement strategies, and negotiating penalties and payment plans. You’ll learn how to assess the risks, gather necessary records, and develop a resolution strategy that ensures compliance while protecting your client’s best interests.

Learning Objectives:

Identify common reasons taxpayers fail to file and assess their compliance risks.
Understand the IRS’s enforcement efforts, including substitute returns and collection procedures.
Navigate the Refund Statute Expiration Date (RSED) and Collection Statute Expiration Date (CSED).
Develop effective strategies for penalty abatement and installment agreements.
Prepare a structured approach for working with delinquent filers, including record reconstruction and IRS transcript requests.
Recognize when an Offer in Compromise, Innocent Spouse Relief, or other tax relief programs may be applicable.
Communicate effectively with clients to ensure long-term tax compliance.

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

About the Presenter:

Doug Stives is considered a worldwide leader in public and management accounting by AICPA &CIMA. He is a CPA, MBA, and recently retired professor of Accounting at Monmouth University and a professional speaker at many organizations and conferences. Doug was honored as Monmouth's Outstanding Business Professor of the Year in 2009, 2016, and 2024 and was awarded an Outstanding Educator award in 2021 by the New Jersey Society of CPAs. Frequent media exposure includes The Wall Street Journal and other national publications and television, including CNN, CNBC, PBS, NBC, Fox, CBS, ABC, and several cable networks. Doug was once dubbed as the "Most Tax Efficient Man in America" by the Wall Street Journal.