Nuts & Bolts Collections Workshop: A Guide to Assisting Pro Bono Clients with Collection Matters

Partner Andrew Roberson spoke at an ABA Section of Taxation webinar, which was designed as a practical training for pro bono attorneys who have minimal experience representing low-income taxpayers in collection cases.

Andrew, and other panelists, covered the following topics:

• Overview of the IRS’s collection powers
• How to issue spot in an initial consultation
• Statute of limitations concerns in collection cases
• The various collection alternatives available to low-income taxpayers and the pros and cons of each option
• How to access and review basic IRS transcripts
• Overview of collection information statements (433-A, 433-F) including calculating income and allowable expenses
• Example scenarios.