Nuts & Bolts Collections Workshop: A Guide to Assisting Pro Bono Clients with Collection Matters
1:00 PM - 2:35 PM ET
This free CLE webinar is designed as a practical training for pro bono attorneys who have minimal experience representing low-income taxpayers in collection cases. Attorneys participating in the Section’s pro bono programs are encouraged to participate to strengthen their advocacy skills. Seasoned practitioners in low-income controversy representation will guide participants through a collections case for a low-income taxpayer with a focus on elderly taxpayers and other special populations. Panelists will cover 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
Celia Blewett, Attorney, Low-Income Taxpayer Clinic, Montana Legal Services Association
Keith Fogg, Director of Federal Tax Clinic, Legal Services Center Harvard Law School
Andrew Roberson, Partner, McDermott, Will & Emery, ABA Tax Section Pro Bono Attorney and past Chair of the Pro Bono and Tax Clinics Committee
Christine Speidel, Vermont Legal Aid, Springfield, VT (Moderator)
PLEASE NOTE: To receive CLE credit, each individual attendee must be logged into the webinar interface for the ENTIRE program (including the Q&A). Partial credit is not available for this program. Please see the CLE Informaton page for more details.
Registration is free for all attendees.