Category: Podcast

#15 Installment Agreement Fees, CDP Tolling, & Creating Lead Magnets

In this episode, Dan and Jassen discuss the recently announced IRS user fee increases for Installment Agreements. In addition, Dan talks about an interesting court case regarding CSED tolling on a Collection Due Process hearing. Lastly, we delve into the process for creating special reports as lead magnets for use in your marketing.

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#14 Tax Information Authorizations & CAF Unit Fun Times

In this episode, Dan and Jassen compare and contrast the use of Form 2848 and 8821, and talk about the Centralized Authorization File (CAF) and some tips to better utilize these resources.

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#13 Levies on Social Security Benefits

This week, Dan Henn, CPA and Jassen Bowman discuss the latest TIGTA report on Social Security benefit levies, plus an expanded Marketing Minute.

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