PitBullTax Virtual Workshop
Advanced Level

Agenda

  • Day 1

    9:00am – 10:40am

    • IRS Transcripts Delivery and Analysis
      • Customizable Transcripts Reports
      • Customizable Transcripts Alert
      • Notifications Dashboard
      • Transcripts Dashboard
      • Client Summary

    10:40am - 11:00am Coffee-break

    11:00am - 1:00pm

    • The Role of the Collection Due Process Appeal and Tax Court in the Offer in Compromise Process
      • Software Demo: Form 12153

    1:00pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • Enforcement Collection Activities: Federal Tax Lien, Bank Levy & Wage Garnishment
      • Software Demo: Forms 911

    3:40pm - 4:00pm Coffee-break

    4:00pm - 5:00pm

    • Collection Due Process Appeal or Collection Delay Process Appeal?
    • Closing. Questions and Answers.

    05:00pm End of Day 1

  • Day 2

    9:00am – 10:40am

    • Assessment Statute of Limitations
    • CSED Calculation Practice Quizzes

    10:40am - 11:00am Coffee-break

    11:00am - 1:00pm

    • Collection Information Statements (433-B, 433-B (OIC))
      • Software Demo: Forms 433-B / 433-B (OIC)

    1:00pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • Offer in Compromise
      • Software Demo: Form 656
    • Case Study 1 “OIC, IA or CNC?”

    3:40pm - 4:00pm Coffee-break

    4:00pm - 5:00pm

    • Case Study 2 “Offer in Compromise for Trust Fund Recovery Penalties”
    • Closing. Questions and Answers

    05:00pm End of Day 2

  • Day 3

    9:00am – 10:40am

    • Innocent Spouse Relief & Injured Spouse
      • Software Demo: Forms 8857 / 8379
    • Case Study 3 “Installment Agreement for a Business”

    10:40am - 11:00am Coffee-break

    11:00am - 1:00pm

    • Bring Your Own Case
      • Exploring various strategies on your own challenging case (bring case details with you (1 case per attendee))

    1:00pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • PitBullTax Software Demo
      • To Do List
      • Calendar
      • Time tracking
      • Case Tracking
      • Billing

    3:40pm - 4:00pm Coffee-break

    4:00pm - 5:00pm

    • PitBullTax Software Demo
      • Activities
      • Logo Setup
      • White labeling
      • Online Storage Synchronization
      • Zoom Integration
      • Searchable Internal Revenue Manual
      • Expert Tips and Techniques
      • History Log
      • IRS Contacts List
    • Closing and Q&A

    5:00pm End of Day 3


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