This LIVE webinar is on 2/26 2 pm - 4 pm EST.
Webinar Description:
Helping clients resolve tax debts requires a deep understanding of IRS payment options and negotiation strategies. This 2-hour IRS-approved Continuing Education webinar on Wednesday, February 26th, 2025, provides tax pros like you with essential skills to navigate installment agreements and offers in compromise, ensuring the best possible outcomes for your clients. Join Roman A. Basi, Attorney CPA, as he provides expert insight into analyzing financial situations, determining eligibility, and crafting persuasive proposals that maximize acceptance. You’ll also learn key negotiation techniques and communication strategies to advocate effectively for your clients in IRS disputes.
Key Learning Objectives:
✅ Navigate the IRS dispute resolution process, including taxpayer rights and appeals procedures.
✅ Analyze clients’ financial situations to determine eligibility for installment agreements and develop optimal payment plans.
✅ Evaluate eligibility for offers in compromise, including how to demonstrate financial hardship and submit compelling proposals.
✅ Implement effective negotiation and communication strategies to secure the best possible outcomes for 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.
