Tax Seminar #3 – December 3 2012

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(Publication 487, Catalog No. 46553K) (Publication 785, Catalog No. 47474W) (Publication 783, Catalog No. 46755I. You lication at ) - (Publication 784, Catalog No. 46756T. You can at ) (Publication 786, Catalog No. 46757E) - (Publication 1024, Catalog No. 46878I) 12277, Catalog No. 27939C) Publication 4235 37262G 166
617-316-2608 617-316-2606 518-427-4178 518-427-4214 212-436-1314 212-436-1203 718-488-2826 718-488-2738 716-961-5381 716-961-5067 412-395-5200 412-395-5291 215-861-1328 215-861-1119 973-921-4283 732-761-3342 513-263-3197 513-263-4426 313-234-2398 313-234-2261 804-916-8039 804-916-8060 3 Plantation, FL 33324 410-962-7298 410-962-9955 336-378-2414 336-378-2071 904-665-0832 904-665-1848 954-423-7043 954-423-7809 Illinois 312-566-2915 312-566-2999 317-685-7581 317-685-7580 Wisconsin 414-231-2121 414-231-2123 314-612-4081 314-612-4079 314-612-4081 651-312-8050 402-233-7391 402-233-7480 404-338-8262 404-338-8247 504-558-3465 504-558-3490 615-250-5797 615-250-6008 405-297-4462 405-297-4370 214-413-5349 214-413-5654 Dallas, TX 75242 512-499-5241 512-499-5993 Houston, TX 77002 Western 713-209-4515 713-209-3802 303-603-4570 303-382-6327 206-220-4868 602-636-9358 206-220-5531 602-636-9377 949-389-4122 949-389-5004 213-576-4463 213-576-4401 510-637-4660 510-637-2500 954-423-7456 954-423-7809 Plantation, FL 33324 Publication 4235 37262G 167
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The Zicklin Tax Seminar Series Tax
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E. MARTIN DAVIDOFF & ASSOCIATES CER
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5
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• Payments of more than 24 months
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Reduced Offers Examples: One of the
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2 If you have any questions, please
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FACTS OFFER IN COMPROMISE CASE STUD
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Form 433-A (OIC) (Rev. May 2012) Us
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Section 3 (Continued) Cash value of
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Section 5 Business Income and Expen
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Section 8 Other Information Page 7
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L:\EMD\433Case11:B Personal Liabili
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433CASE12.123 John & Jane Doe 08/17
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Form 656 (Rev. May 2012) Department
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Section 6 Designation of Down Payme
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Form 656 (Rev. May 2012) Department
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Jim and Kelly Smith SS#: 123-45-678
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Offer In Compromise Package Logisti
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New Jersey - Local Standards: Housi
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One Car Two Cars Houston $312 $624
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Print Email Reports Export Reports
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Internal Revenue Manual - 5.8.5 Fin
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Internal Revenue Manual - 5.8.5 Fin
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E. Martin Davidoff - Offer in Compr
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Form 656 Booklet Offer in Compromis
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an offer unless the trust fund port
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Step 2 - Fill out the Form 433-A (O
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Section 2 Business Asset Informatio
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Page 4 of 6 Section 3 Business Inco
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Section 7 Signatures Page 6 of 6 Un
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Rules of Engagement in Dealing With
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Rules of Engagement: Dealing With I
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IRS Rules of Engagement: Under Prom
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Dealing with the IRS Regarding Coll
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I R S R E P R E S E N T A T I o N A
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R.C.P. OLD NEW Monthly Excess $361
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R.C.P. - Example #1 OLD NEW Monthly
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May 21, 2012 OIC Rules • There wi
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May 21, 2012 OIC Rules • State an
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May 21, 2012 OIC Rules Substantial
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Steps in a Controversy 1. Initial c
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Alternatives in a Collection Matter
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E. MARTIN DAVIDOFF ATTORNEY AT LAW
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Mr. & Mrs. Mickey Mantle January 5,
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Form 2848 (Rev. 3-2012) Page 2 6 Re
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Excerpts from the Internal Revenue
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97
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Sample Status Sheet GOALS of Johnny
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6. Request for a Collection Due Pro
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Information You Need To Know When R
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Collection Appeal Request 1. Taxpay
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John J. and Jane Doe Form 9423 Coll
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experience is that we secure better
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Page 115 and 116: Department of the Treasury - Intern
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Page 119 and 120: E. MARTIN DAVIDOFF ATTORNEY AT LAW
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Page 123 and 124: Form 9465-FS (12-2011) Page 2 Part
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Page 133 and 134: Texas Iowa, Kansas, Louisiana, Miss
Page 135 and 136: 4. Filing of Tax Court Petition In
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Page 141 and 142: Yogi Berra Estimated 2011 - 2012 Ca
Page 143 and 144: BY HAND IN OUR OFFICE Mr. and Mrs.
Page 145 and 146: Representing Clients Before the IRS
Page 147 and 148: Rules of Engagement in Dealing With
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Page 151 and 152: IRS Rules of Engagement: Under Prom
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Page 155 and 156: IRS Announces New Effort to Help St
Page 157 and 158: Under New Rules, the IRS Will Now R
Page 159 and 160: Adjustments to IRS Lien Policies 15
Page 161 and 162: DIRECT DEBIT INSTALLMENT AGREEMENT
Page 163 and 164: LIEN HAS BEEN RELEASED 163
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Page 169 and 170: Online Payment Agreement Applicatio
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Page 175 and 176: October 2011 Your Access to Free Cr
Page 177 and 178: FTC Facts For Consumers 3 access it
Page 179 and 180: FTC Facts For Consumers 5 or an unp
Page 181 and 182: Identity Theft 1. Example scenarios
Page 183 and 184: The Zicklin Tax Seminar Series IRS
Page 185 and 186: Notice and Demand of Tax Due • Th
Page 187 and 188: Unfiled Lien v. Filed Lien A filed
Page 189 and 190: Collection Appeal Rights Process
Page 191 and 192: IRS Appeals Can Also Help After the
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Page 195 and 196: How to File a CDP Request • Compl
Page 197 and 198: I. How Does A Tax Debt Arise? AGOST
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Page 201 and 202: 3. If case is not assigned to the l
Page 203 and 204: payments. The only other asset is t
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Page 209 and 210: Instructions for completing Form 91
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Page 213 and 214: Request for a Collection Due Proces
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The Zicklin Tax Seminar Series IRS
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IRS Tax Collections: Liens and Levi
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Treasury Department Circular No. 23
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Table of Contents Paragraph 1. . .
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Paragraph 1. The authority citation
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of section 404(a) (2)), 404 (relati
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(1) The former employee applies for
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This notification must include the
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software, taxation, or ethics); and
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the matter within 60 days of the da
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otherwise prescribed in forms, inst
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Subpart B — Duties and Restrictio
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a rule with respect to that particu
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in writing by each affected client,
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(ii) Advise a client to take a posi
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(5) Marketed opinion — (i) Writte
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under paragraph (e) of this section
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their practice with the firm, that
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paragraph (a) of this section. (ii)
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§ 10.53 Receipt of information con
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as determined under section 6212 of
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and law in support. (2) Summary adj
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specifically provided for in this s
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§ 10.73 Evidence. § 10.74 Transcr
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the Secretary of the Treasury, or d
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to a conference and may be suspende
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Tax Seminar #3 – December 3 2012

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