IRS Practice Series: Curing the Addicted Tax Delinquent - A 12-Step Program (Currently Unavailable)

Author: Eva Rosenberg

This self study on-demand webcast will help you guide your clients to develop good tax and business habits — and perhaps even save their marriages and more.

Some clients are chronically in tax trouble. While this might be lucrative for tax professionals, it is devastating to your client, his or her family — and even to you, if you care (which you do!)

Publication Date: February 2014

Designed For
Any proactive, current or prospective, Circular 230 practitioner that understands the IRS is ramping up the "close the tax gap". Tax practitioners who want to protect their existing clients from IRS' predatory collections action — and from clients' own insecurities and personal failures. And tax practitioners who want to grow their business into this rapidly expanding market. Note: Those who have earned the Tax Mediary (CTM) Certificate, will earn the Tax Mediary (CTM) Certificate — Intermediate Level upon completion of the full series.

Topics Covered

• Understanding the causes of tax delinquency
• Recognizing clients who are apt to develop a pattern of non-filing or non-paying
• Setting up procedures to help your clients develop good habits
• Knowing which clients to simply reject
• 12-step program to help your clients overcome their tax fears

Learning Objectives

• To recognize a chronic tax offender — and to cure them by using the tools that are provided.
• To identify the to expand their practice base to include client training.

Level
Intermediate

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
Basic knowledge of tax preparation.

Advance Preparation
None