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[ 2025 Training Event #2 ]

Avoiding the Landmines: Common Pitfalls in Resolution Work

Thursday, Feb 13th | 2:00-3:00pm Eastern

Enter your information below (exactly as the IRS has it) to register for this event. Include your PTIN number if you would like to receive continuing education credit with the IRS. CPAs & Attorneys do not need to enter a PTIN if they do not need IRS credit.

 

Course Description

This webinar is designed to help tax professionals navigate the most common mistakes made in resolution work and provide actionable strategies to prevent them. From incomplete information gathering to missed deadlines, we’ll explore the landmines that can derail cases and how to handle them effectively. Whether you’re new to resolution work or looking to refine your skills, this session will provide the insights you need to deliver better results for your clients.

Key Takeaways

  • Understand Common Pitfalls: Learn about the most frequent mistakes in resolution work, such as relying on incomplete client information, overpromising outcomes, and missing critical deadlines.
  • Practical Solutions: Gain actionable strategies for avoiding these pitfalls, including tools for client communication, case tracking, and thorough preparation.
  • Strengthen Client Relationships: Discover how to set realistic expectations, deliver bad news with empathy, and build trust through clear communication.
  • Master IRS Interactions: Get tips for effectively communicating with IRS representatives to ensure smooth case resolution.
  • Explore Resolution Options: Learn to tailor strategies to clients’ financial situations by exploring a range of IRS programs and alternatives.

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Course presented by: Elizabeth Holladay, EA, CTRS
With nearly a decade of experience in tax resolution, I specialize in helping individuals and businesses navigate complex IRS issues. When I’m not working, I’m a licensed skydiver, avid mountain hiker (fitting since I’m from Colorado), and a dirt biker and motorcycle rider. I thrive on adrenaline-fueled activities, and I bring that same energy to my work with clients!

Additional Information:

Prerequisites: None

Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.

Advance preparation: None

Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.

Delivery Method: Group Live

For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.

The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.