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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#12 Dan Goes Solo With TIGTA Goodness

In this episode of the 230 Insider Podcast, Jassen abandons Dan in order to attend the NAEA National Conference. Dan bravely soldiers on in solo mode to discuss recent TIGTA reports on the Offshore Voluntary Disclosure Program and the Volunteer Tax Return Preparation Program.

The TIGTA reports:

1). https://www.treasury.gov/tigta/auditreports/2016reports/201630030fr.pdf

2). https://www.treasury.gov/tigta/auditreports/2016reports/201640045fr.pdf

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#11 IRS Now Accepting Faxes & Trust Fund Recovery Penalty Issues

In this episode, Dan and Jassen discuss the new IRS policy regarding faxes. Welcome to the ’80s, IRS!

We also discuss a recent report in which TIGTA calls out the IRS on their failures in assessing Trust Fund Recovery Penalties.

Lastly, our Marketing Minute turned into 15, which turned into some time management tips. Bottom line: Find time to do your marketing, or be content with your current income.

TIGTA goodness can be found here: https://www.treasury.gov/tigta/auditreports/2016reports/201630046fr.pdf

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#10 1040-X Refund Issues, Transcript Breach, & IRS Civil Forfeiture

In this episode of 230 Insider, Jassen & Dan talk about IRS technology issues, processing problems associated with 1040-X returns that include a claim for refund, and civil asset forfeiture cases involving legal-source structuring under Title 31.

Show Notes

TIGTA Report: IRS Failed To Identify & Notify All Individuals Potentially Affected By Get Transcript Breach

TIGTA Report: Amended Return Issues

Procedure Update: IRS Procedure For Return of Property Seized In Legal Source Structuring Cases

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#9 IRS Refund Offsets & Defunct Corporations In Tax Court

Show Notes

TIGTA Report: https://www.treasury.gov/tigta/auditreports/2016reports/201640028fr.pdf

Tax Court Memo: http://www.ustaxcourt.gov/USTCInOP/OpinionViewer.aspx?ID=10806

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#8 Trusting In Your Systems & Staff

In this episode, Dan discusses how he’s able to maintain revenue yet be gone from his practice for all but two weeks out of the entirety of May and June, including nearly three weeks in Italy with his family. We’ll discuss systems he has in place to enable him to do this, and have a lengthy discussion about finding good people and trusting them with your business.

In addition, we answer a few questions from Claudia Moncarz, an attorney in Florida. Specifically, she wanted to know…

  1. What is a good follow up sequence for a tax lien list once they sign up for your opt-in? Do you do the 8-week sequence and then once a month?
  2. Why do you recommend actual snail mail as opposed to email for your newsletter?
  3. For a tax resolution client that is not in compliance, how far back do you go? Do you prepare the last 3 years of returns? 7? More?

We welcome your own questions, and invite you to leave a comment at taxmarketinghq.com/8. Also, please take a moment to leave us a review on iTunes.

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#7 Tax Court Fun Times Part 1

In this episode, Jassen Bowman & Dan Henn, CPA delve into the wonderful world of tax court! We cover two interesting tax court cases of late, and also delve into a discussion about the value of taking the tax court exam.

230 Insider provides news, insight, and analysis for Circular 230 practitioners to help you build a better tax firm. We provide information specifically for those tax professionals that practice under the auspices of IRS Circular 230, including regulatory updates and tax firm marketing strategies.

Please leave us a review on iTunes, and feel free to leave us comments for this episode below. We welcome your feedback, story suggestions, and are openly looking for show guests to discuss interesting representation cases, tax practice anecdotes, and marketing strategies.

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#6 End of Tax Prep Season

Welcome to this end-of-season special episode of 230 Insider!

230 Insider provides news, insight, and analysis for Circular 230 practitioners to help you build a better tax firm. We provide information specifically for those tax professionals that practice under the auspices of IRS Circular 230, including regulatory updates and tax firm marketing strategies.

Please leave us a review on iTunes, and feel free to leave us comments for this episode below. We welcome your feedback, story suggestions, and are openly looking for show guests to discuss interesting representation cases, tax practice anecdotes, and marketing strategies.

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