Wolters Kluwer, CCH Offers IRS Representation Certification Program

(RIVERWOODS, ILL., December 19, 2013) – There’s a convenient program to help accounting professionals successfully represent collections clients in front of the Internal Revenue Service (IRS). The CCH® IRS Representation Certification Program guides professionals through what they need to know and do from start to finish, providing a complete blueprint of the IRS collection and appeals process as well as detailed instructions on how to anticipate, prepare and negotiate each step. CCH, a part of Wolters Kluwer is a leading global provider of tax, accounting and audit information, software and services (CCHGroup.com).

“With the number of taxpayers involved in collections on the rise, the need for professional assistance in managing offers in compromise with the IRS is growing,” said CCH Product Manager Michelle Robin. “Our program helps CPAs and enrolled agents gain the knowledge and skills to help collections clients through what can be an intimidating and lengthy process, potentially leading to continuing relationships, new sales and referrals.”

Program Details

The CCH IRS Representation Certification Program takes a combined lecture/hands-on workshop approach and provides professionals with:

  • Sixteen on-demand video courses taught by expert Eric Green, LL.M. View a sample course clip here
  • The ability to earn 24 CPE credits
  • Slide decks referenced by the instructor
  • Detailed case studies analyzing actual situations, explaining steps that were taken and why, with the actual IRS forms (letters, spreadsheets, allowable expense tables) filled out and all details explained
  • Tips and techniques for successful marketing to this niche
  • Comprehensive practice management module explaining every step of the client relationship, including model templates such as engagement and retainer letters
  • Course quizzes and a final exam
  • Certification upon completion

The program's on-demand video courses cover the following topics:

  • Avoid the IRS Maze When Representing Clients: Know How the IRS Works and What to Do When Representing Clients
  • Collection Client Success Secrets: What do Practitioners Need to Know about Representing Collections Clients, Including Statute of Limitations Issues
  • Tax Liens – Stop Them and Give Clients Breathing Room
  • Don’t Fear Appeals – Get Disputes Resolved When Agents Balk
  • Successfully Follow Financial Guidelines Playbook for Collection Clients
  • Installment Agreements that Work for Clients – and Pass IRS Muster
  • Beat the Odds – Get Your Offer in Compromise Accepted
  • Stop the Bleeding From Payroll Tax Liabilities
  • Manage the Audit and Know When to Challenge Liability: Audit Reconsideration and Doubt-as-to-Liability Offers
  • How Innocent Spouse Relief Really Works – Pitfalls and Opportunities
  • Don’t Be Ambushed by "Eggshell Audits" and Criminal Clients Who Can Destroy
    Your Practice
  • What You Must Know to Protect Your Practice in Criminal Tax Cases
  • Stop the IRS Juggernaut with Strategic Bankruptcy Filings
  • When is Litigation the Best Answer – or Not?
  • Circular 230 Considerations and Other Ethical Issues: Protect Your Practice
    with Best Practices
  • The Lifecycle of a Collection Case – A Case Study for Practical Application

About the Instructor

Eric L. Green, LL.M is a partner with Green & Sklarz LLC in Connecticut. His practice focuses on taxpayer representation before the IRS, Department of Justice Tax Division, Connecticut Department of Revenue Services and Massachusetts Department of Revenue as well as handling probate matters, estate planning for individuals and business owners and tax planning for closely held businesses. He is a frequent lecturer on tax topics, including estate planning, and handling tax audits and tax controversies. Eric is the creator, author and lecturer for CCH’s Certificate Program in IRS Representation, which trains other professionals to handle IRS matters on behalf of clients. Green has served as adjunct faculty at the University of Connecticut School of Law and is a contributing author for Advocating for Low Income Taxpayers: A Clinical Studies Casebook, 3rd Edition. He is currently co-authoring The Guide on the Trust Fund Recovery Penalty for the American Bar Association, where he serves as its current Chair of the Closely Held Businesses Committee. Green is also a member of the Executive Committee of the Tax Section of the Connecticut Bar Association.

For More Information

To learn more about the CCH IRS Representation Certification Program, please visit CCHGroup.com/IRSRep.

About CCH, a part of Wolters Kluwer

CCH, a part of Wolters Kluwer (CCHGroup.com) is a leading global provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The ProSystem fx® Suite, CCH Axcess™, CCH® IntelliConnect®, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. Follow us now on Twitter @CCHMediaHelp. Wolters Kluwer (www.wolterskluwer.com) is a market-leading global information services company. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

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