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Purchase this course | $84

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: March 7, 2024

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certification

  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
1 Review (6 ratings)

Reviews

5
Member's Profile
great course....well designed and taught. Real hands on approach

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 .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to When Collections and Audits Fail-Appeals and Other Options2:24
  Fast Track Mediation11:06
  Collection Appeal Mandate16:22
  Collection Due Process-Withdrawal13:22
  Collection Appeal Program14:31
  Appealing IRS Abuse of Power and Post Appeal Mediation11:22
  Tax Courts15:40
  The Flow Chart for An Audit Case11:09
  Tax Bankruptcy and Protective Filing14:15
  Summary1:55
CONTINUOUS PLAY
  When Collections and Audits Fail-Appeals and Other Options1:52:06
SUPPORTING MATERIAL
  Slide: IRS Representation Series - When Collections and Audits FailPDF
  IRS Representation Series - When Collections and Audits Fail Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam