Nuts & Bolts Collections Workshop: A Guide to Assisting Pro Bono Clients with Collection Matters

Overview


Partner Andrew Roberson spoke at an ABA Section of Taxation webinar, which was designed as a practical training for pro bono attorneys who have minimal experience representing low-income taxpayers in collection cases.

Andrew, and other panelists, covered the following topics:

  • Overview of the IRS’s collection powers
  • How to issue spot in an initial consultation
  • Statute of limitations concerns in collection cases
  • The various collection alternatives available to low-income taxpayers and the pros and cons of each option
  • How to access and review basic IRS transcripts
  • Overview of collection information statements (433-A, 433-F) including calculating income and allowable expenses
  • Example scenarios.