SPEAKING ENGAGEMENT

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

Webinar

March 3, 2018

Event details

March 3, 2018

This event is in the past. See recordings and other materials from this event below.

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.