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To Access This Course:

Get a clear review of the IRS Fast Track Mediation Program, as well as strategies for preparing your case during the Collections Appeal process. You'll learn more about how to support clients when you're unable to personally represent them to help resolve audits successfully. This course will cover the following topics:

  • Fast Track Mediation.
  • Collection Appeals.
  • Tax Court.
  • Court of Appeals, Court of Claims, District Court.
  • Bankruptcy.
  • Protective Filings.

Learning Objectives

  • Explore fast track mediation.
  • Identify collection appeals.
  • Discover tax court, court of appeals, court of claims, district court.
Last updated/reviewed: June 13, 2021

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certificate

  1. IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
  2. IRS Representation Series - Getting Organized to Resolve Collection Issues
  3. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
  4. IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  5. IRS Representation Series - Winning the 1040 Audit
  6. IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
  7. IRS Representation Series - When Collections and Audits Fail
  8. IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
  9. IRS Representation Series - Conflicts of Interest
  10. IRS Representation Series - Circular 230 Ethics and Updates

Prerequisites

Course Complexity: Intermediate

Lecture 2 - Resolving Collection Issues
Lecture 3 - Preparing for an OIC

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  2:11Introduction to When Collections and Audits Fail-Appeals and Other Options
  10:39Fast Track Mediation
  14:36Collection Appeal Mandate
  13:16Collection Due Process-Withdrawal
  14:32Collection Appeal Program
  11:25Appealing IRS Abuse of Power and Post Appeal Mediation
  15:39Tax Courts
  11:10The Flow Chart for An Audit Case
  14:20Tax Bankruptcy and Protective Filing
  1:55Summary
CONTINUOUS PLAY
  1:49:42When Collections and Audits Fail-Appeals and Other Options
SUPPORTING MATERIAL
  PDFSlide: IRS Representation Series - When Collections and Audits Fail
  PDFIRS Representation Series - When Collections and Audits Fail Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM