Date: October 17th , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

This course offers a comprehensive overview of client representation in tax resolution, covering critical areas such as responding to IRS notices, negotiating Installment Agreements, securing Offers in Compromise (OIC), and navigating the full spectrum of collection alternatives.

Participants will learn strategies to help clients resolve serious tax debt and regain financial stability. The course will examine the different types of Installment Agreements, including a deep dive into Partial Pay Installment Agreements and Currently Not Collectible (CNC) status.

We’ll also explore the various types of Offers in Compromise, with a primary focus on the Doubt as to Collectability program. You’ll gain insight into how to calculate a realistic offer amount, what payment options are available, and what the IRS is likely to accept.

Additionally, the course will address how to maintain client compliance throughout these programs and the impact of these resolutions on the statute of limitations for collections.

By the end, you’ll be equipped with practical tools and knowledge to guide clients through the IRS maze and deliver meaningful, lasting resolutions to their tax issues.

Topics Covered

• Engagement Letters.
• Conflicts of Interest.
• Payment Alternatives.
• Installment Agreements.
• Offer in Compromise.
• IRS Transcripts.

Learning Objectives

• State an overview of Representation.
• Explain the Taxpayers Bill of Rights.
• Describe the Statutes.
• Explain Installment Agreements.
• Describe Offer in Compromises.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

A.J. Reynolds Recipient of the 2024 Excellence in Education Award from the National Association of Enrolled Agents. A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.