QUALIFIES FOR NASBA IRS 1 HR

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Summary

When your client is facing an IRS levy, you need to act immediately. Time is of the essence. Learn the steps you must take quickly to prevent your client’s funds being taken from their employer(s) or financial institution(s).

Designed For:

All active tax practitioners who understand that the IRS uses levies as a way to get the taxpayer’s attention. You don’t need to be an expert at collections representation to do this. And you won’t need to refer your clients to other tax experts. This course is for tax practitioners who want to protect their clients from IRS' predatory collections action, develop the skills to prevent and/or resolve IRS collections actions, and want to grow their business into this rapidly expanding market.


Topics Covered

  • How and Why Levies Happen

  • Avoiding the Levy

  • In Compliance

  • Being Hit by Levy or Garnishment

  • Immediate Action to Take

  • The Tax Hotline and Other Magical Tools

  • Getting the Levy or Garnishment Released

  • Getting Proof of the Levy

  • Sharing the Levy Release

  • If all Else Fails Last Resort

Learning Objectives

  • To understand the levy process and the procedure for getting a levy released

  • Recognize causes for a levy and how to prevent it in the first place

  • Understand the difference between a lien and a levy

  • Recognize what must be signed, prior to calling the IRS for your client

  • Understand how the levy works and how long it stays in effect

  • Identify the easiest way to deal with a balance due to the IRS

  • Recognize what IRS facts should be collected when dealing with a taxpayer's levy

  • Identify how much is legally allowed to be levied, once the IRS issues a levy against a bank account

  • Recognize the main purpose of a hearing, after the 1058 Letter comes out

  • Differentiate the criteria to get help from the Taxpayer Advocate Service

Student Reviews

John B Vyhnalek

5 star rating

“The course was very well done, I learned a lot. I have been doing tax work for 11 years and have EAs and CPAs work for me, I generally have to tell them what to do, and I learned a lot from this presentations. Excellent”

“The course was very well done, I learned a lot. I have been doing tax work for 11 years and have EAs and CPAs work for me, I generally have to tell them what to do, and I learned a lot from this presentations. Excellent”

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Linda Russell

5 star rating

“Great course!!! Eva is a wonderful presenter and extremely knowledgeable! Thank you Pronto for this opportunity!”

“Great course!!! Eva is a wonderful presenter and extremely knowledgeable! Thank you Pronto for this opportunity!”

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JANA Menson

5 star rating

“very educational easy to understand an access material”

“very educational easy to understand an access material”

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Meet Your Instructor

Eva Rosenberg is the Internet’s TaxMama®. She answers tax questions, provides a free daily TaxQuips podcast and weekly Ask TaxMama® ezine, and a wealth of resources to help folks like you deal with your personal and business tax issues at www.TaxMama.com. Eva was a syndicated national columnist, writing a tax column for Dow Jones’ www.MarketWatch.com for nearly 15 years. She is a best-selling, award-winning author of several books, and is widely regarded as one of the best tax teachers the world has ever known.

Eva Rosenberg, EA, MBA

TaxMama®

Course curriculum

  • 01

    Getting Started

    • Before You Start, PLEASE READ THIS!

    • Getting Started Quiz
  • 02

    The Materials

    • Glossary

    • Section 1 - Video Training

    • Section 1 - Slides (PDF)

    • Review Questions - Section 1

    • Section 2 - Video Training

    • Section 2 - Slides (PDF)

    • Review Questions - Section 2

    • Exam Questions

    • Live Q & A Recording (VIP Guest Carlos Samaniego, EA)
  • 03

    Final Steps

    • IMPORTANT --> Finalizing Your CE / CPE Credits, Hours Reporting Timeline, Etc.

    • 5 Minute Feedback

Additional course details

  • Education Provider: Pronto Tax School, Inc.
  • Instructional Delivery Method: QAS Self-Study Program
  • Recommended CE / CPE Credit: 2 hours
  • NASBA Field of Study: Taxes (2 hours)
  • IRS Education Provider Number: MPMDK
  • IRS Course Number: MPMDK-T-00077-20-S
  • Program Knowledge Level: Basic
  • Advance Preparation: None
  • NASBA Sponsor: Pronto Tax School, Inc.
  • NASBA Sponsor #143984
  • IRS-Approved Education Provider: Pronto Tax School, Inc.
  • IRS Education Provider Number: MPMDK


Pronto Tax School, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Refund / Cancellation Policy: full refund available within 14 days of purchase if you are unsatisfied for any reason (except if course completed more than 75%, in that case there will be no refund available, even if within 14 day period).

Complaint Resolution Policy: click here to contact our support team anytime, we resolve any issues amicably and working as a teammate with our valued Members.

Also find this course bundled inside the Series

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  • TaxMama Tax Problem Resolution Webinar Series

    Buy the entire training this course comes from and get an additional 2 Bonus courses free (4 more hours of credit).

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