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

• Employment Tax Issues & Trust Fund Recovery Penalty
  • Software Demo: Form 4180

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• Enforcement Collection Activities: Federal Tax Lien, Bank Levy & Wage Garnishment
  • Software Demo: Forms 12153 & 911

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

4:00pm - 5:00pm

• Innocent Spouse Relief & Injured Spouse
  • Software Demo: Forms 8857 / 8379
• 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 “Offer in Compromise with Non-Liable Spouse”

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

4:00pm - 5:00pm

• Case Study 2 “Offer in Compromise for a Business”
• Closing. Questions and Answers

05:00pm End of Day 2

Day 3

9:00am – 10:40am

• Appeals and Alternative Dispute Resolution
• 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