From Panic to Plan: A Practical Crash Course in IRS Collection Alternatives

When the IRS issues notices or moves toward a levy, the primary challenge for taxpayers and their advisors is determining the most effective response. Understanding the timeline and the available options is essential to resolving these cases efficiently.

Join Rebecca Sheppard and Peter Haukebo on May 5 at 12 PM  for a practical session on navigating the IRS collection process. This webinar focuses on evaluating financial data to forecast which resolution path is best for specific circumstances.

What We Will Cover:

• Primary Collection Alternatives: A review of installment agreements, Offers in Compromise, and "Currently Not Collectible" status.
• Case Evaluation: How to analyze financial indicators early in the process to determine a realistic outcome.
• Procedural Sequencing: Identifying the necessary steps to move from an initial notice to a settled, defensible plan.
• Applying the Internal Revenue Manual: Moving beyond basic form-filling to understand how IRS guidelines are applied in real-world scenarios.