Owe No! When the check Won't Cover the Tax Bill
Your client has a 2024 balance due they didn't expect, and can’t pay in full—what now?Don’t let unpaid balances turn into client walk-outs and undue stress.This live webinar equips tax professionals with the tools and strategies to help clients who can’t pay their full tax bill by April 15.You will leave this webinar with skills and strategies designed to get your happy clients to pay for their return and leave without stress or worry about the balance.
What You’ll Learn:
✅ Strategies to encourage the client to file on time when they can't "pay anything now"
✅ Installment Agreements: Short-term vs. long-term payment plans
✅ Offers in Compromise: When settling for less is an option
✅ Currently Not Collectible (CNC) Status: How financial hardship can defer collection
✅ Common Pitfalls & Best Practices: Avoid mistakes that cost clients money
✅ Expert Guidance on IRS Resolution StrategiesDon’t miss this opportunity to level up your expertise and provide invaluable solutions to your clients!
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00730-25
John Sheeley
,
EA
John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.
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