This course equips tax professionals with the knowledge and tools to effectively navigate the IRS collection process. Participants will gain an in-depth understanding of IRS enforcement methods—including liens, levies, and wage garnishments—and learn actionable strategies to delay, reduce, or halt collection actions. Key topics include taxpayer rights, the Collection Due Process (CDP) hearing system, and the critical role of the statute of limitations in tax collection.
Session Highlights:
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IRS Collection Process Overview: From first notice to enforced action
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Taxpayer Rights & the Taxpayer Bill of Rights: Protections you must know
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Stopping IRS Actions: CDP hearings, appeals, and negotiation tactics
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Payment Solutions: Installment agreements & Offers in Compromise (OIC)
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Enforcement Tools: Wage garnishments, bank levies, and property liens
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Penalties & Interest: How they accrue and strategies for abatement
Learning Objectives:
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Map the IRS collection process from notice to enforcement.
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Distinguish between IRS roles (ACS, Revenue Officers, Appeals) and their authority levels.
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Apply proven strategies to pause or prevent IRS collection actions.
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Identify who can represent taxpayers at each stage (e.g., POAs, tax attorneys).
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Leverage the Taxpayer Bill of Rights to advocate for clients effectively.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Tax Professionals
- Tax Attorneys
- Tax Compliance Managers
- Other Tax Preparers
- Accountants
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
Margarita Stone, J.D., LL.M., Senior Manager, Tax Controversy and Procedure | Eide Bailly
Margarita has more than 14 years of tax experience specializing in federal tax, controversy and procedure. She represents clients before the IRS and States in appeals, collection (installment agreements, offer in compromise, levies, and liens) penalty abatement, and audit reconsideration for controversies involving the areas of income tax, employment tax and other various tax matters. Margarita works to negotiate, mediate, and settle with the IRS and other taxing authorities to resolve clients’ tax matters.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Taxes
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Group Internet Based
- NASBA Sponsor: 146439
- IRS Course ID: PJGWS
- Attendance Requirement: Yes
- Session Duration: 2 Hours
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.
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On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.
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Margarita Stone
Margarita Stone, J.D., LL.M., Senior Manager, Tax Controversy and Procedure | Eide BaillyMargarita has more than 14 years of tax experience specializing in federal tax, controversy and procedure. She represents clients before the IRS and States in appeals, collection (installment agreements, offer in compromise, levies, and liens) penalty abatement, and audit reconsideration for controversies invo... read more
