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Learn some of the tricks and short-cuts to get appeals and reviews of IRS audit determinations or rejections of your proposed collections strategies. There are many ways to get help within the IRS itself – and by using the courts.

Designed For:

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. You don’t need to be an expert at collections representation to handle these issues after you’re done with this series of courses. And you won’t need to refer your clients to other tax experts.

Topics Covered

  • Fast Track Mediation

  • Collection Appeals - Collection Due Process

  • Collection Appeals - Collection Appeal Process Equivalency Hearing

  • Collection Appeals - Post Appeals Mediation (PAM)

  • Tax Court

  • Court of Appeals, Court of Claims, District Court

  • Bankruptcy

  • Protective Filings

Learning Objectives

  • Identify tools to overcome IRS rejections of Offers in Compromise, Installment Agreements, levy releases

  • Recognize who handles Fast Track Mediation (FTM) and which situations qualify

  • Differentiate the three types of Offer in Compromise

  • Identify the steps to take through the Collections Appeals Process (CAP)

  • Describe when to initiate a CDP hearing

  • Evaluate why you shouldn't withdraw a Collections Due Process (CDP) request and the reasons to do so

  • Describe the differences between a CDP and an Equivalency Hearing

  • Identify what to do if a penalty abatement request is denied

  • Learn how to get your client into the Tax Court without first paying the taxes that are due

  • Recognize the Tax Court rights of Enrolled Agents and CPAs

  • Identify when to file a suit for refund in District Court or the Court of Claims for a taxpayer who has paid the tax – and which court filings allow for appeals of the decision

Student Reviews

Justin Mosca

4 star rating

“Informative and helpful. Thanks!”

“Informative and helpful. Thanks!”

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Jesus Serna

5 star rating

“Helps me to realized that even after all is said and done and you may think there is nothing else you can possibly do.... all of a sudden you check tax codes and realize you can still appeal.”

“Helps me to realized that even after all is said and done and you may think there is nothing else you can possibly do.... all of a sudden you check tax codes and realize you can still appeal.”

Read Less

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


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

    • Q & A Session Recording with Jassen Bowman

  • 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-00086-20-S
  • Program Knowledge Level: Intermediate
  • 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

Get the entire bundle:

  • 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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