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Options for Clients Who Cannot Pay the IRS


  • EVENT DATE:

    Sep 26, 2025

  • PRESENTER(s): Jim Buttonow

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL313



Description


Options for Clients Who Cannot Pay the IRS : 



Statistics show that each year, millions of individual taxpayers file a tax return with an unpaid balance due, adding to the already 26 million taxpayers who already owe the IRS. Unfortunately, some are our clients who fall on hard times and cannot fully pay their tax obligations. Fortunately, there are options when they cannot full pay their liability.

In this course, join Jim Buttonow as he explores all of the IRS alternatives when your client cannot fully pay their liability, the IRS collection alternatives. This course will examine the rules and requirements for installment agreements, extensions to pay, and the financial hardship agreements. We also give you the fundamental knowledge to answer your client’s question on whether they can “settle their tax bill’ for less than the amount owed (i.e. the IRS offer in compromise qualification rules). At the end of the course, you will have the basic knowledge to identify what alternative is best and be able to execute that alternative in the most efficient and effective manner for your client.


What You'll Gain From This Essential Webinar :-

  • Identify trends in IRS collection and collection enforcement
  • Recognize how to help your client avoid enforced IRS collection (liens, levies, and passport restrictions)
  • Recognize how to explain IRS collection alternatives
  • Determine which alternative is best
  • Recognize and apply the rules for the various types of IRS installment agreements, currently not collectible status, and extensions to full pay
  • Identify when an offer in compromise a viable alternative for your client
  • Advise your client which IRS collection alternative is best for their situation


Topics Covered :-

  • Current trends in taxpayers who owe and cannot pay the IRS- including taxpayers who are facing collection enforcement
  • IRS collection enforcement options, including liens, levies, and passport restrictions
  • The simple and complex IRS collection alternatives, and the most common alternatives selected by taxpayers
  • The terms, conditions, and how to obtain the simple IRS collection alternatives: the extension to pay, the new simple installment agreement, and the seldom used, but helpful, full pay non-streamlined installment agreement
  • The terms, conditions, and how to obtain the complex IRS collection alternatives: the ability to pay installment agreement, currently not collectible status, and the offer in compromise
  • The types of offers in compromise options and how to determine if a taxpayer qualifies and can pay an offer in compromise settlement
  • Tips and best practices in dealing with the IRS to obtain a collection alternative


Who Will Benefit:

  • Certified Public Accountants (CPA)
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
  • Accountants
  • Payroll Managers


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

      - IRS CE Provider: #PUPOT

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Jim Buttonow

Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS.

For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. This software is currently being used by thousands of tax professionals and businesses in the United States.

Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022.

Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.

Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems.

             - IRS CPE Credits: 2 (Taxes)                      This Program has been approved
                                                                                           for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT



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