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COsEA CE - Installment Agreements & CAP Appeals - S4DWT-T-00164-22-O

Colorado Society of Enrolled Agents - 1 Continuing Education Credit

You are likely familiar with negotiating installment agreements, BUT - Did you know that you can contest the proposed rejection of an installment agreement by requesting a CAP (Collection Appeal Program)?
This program will provide an overview of installment agreements, including negotiating with Revenue Officers, with an emphasis on using the CAP process to prevail on why the IRS should accept your request for an installment agreement. This will include analyzing the Revenue Officer’s narrative (ICS history), reconciling procedures in the IRM, and determining the independent reviewers’ role in making rejection requests.
By the end of this course you will understand:
 Different types of installment agreements
 Negotiating installment agreements in the field
 Requesting and reviewing IRS records
 When to use a CAP and how to use this to your client’s advantage
 Clever strategies to employ when developing a CAP appeal

Jun 21, 2022 03:30 PM in Mountain Time (US and Canada)