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Currently Non-Collectible Status Strategy

This course offers professionals essential insights into the impact of aging demographics on financial services. Participants will explore the macr...

Event Overview

For financial experts looking to enhance their tax advisory services, this class offers a solid approach to securing Currently Non-Collectible Status with the IRS. This presentation strips back the complexity and delivers straightforward tactics to help clients gain financial breathing space. Attendees will gain a robust understanding of how to evaluate a client’s situation for CNC suitability, prepare the necessary paperwork with precision, and communicate effectively with both the IRS and clients.
Throughout the two-part course, professionals will engage with clear, step-by-step procedures, including examples of completed forms and template correspondence. This is more than a learning opportunity; it’s a practical toolkit designed for financial professionals who are ready to add value to their services and provide tangible solutions to clients facing tax burdens.

Event Sessions

Wednesday, July 24, 2024
Day #1
Currently Non-Collectible Status Strategy
Taxes | 1 Credits
Charles Montecino
12:00 PM to 01:00 PM America/New_York

For financial experts looking to enhance their tax advisory services, this class offers a solid approach to securing Currently Non-Collectible Status with the IRS. This presentation strips back the complexity and delivers straightforward tactics to help clients gain financial breathing space. Attendees will gain a robust understanding of how to evaluate a client’s situation for CNC suitability, prepare the necessary paperwork with precision, and communicate effectively with both the IRS and clients.
Throughout the two-part course, professionals will engage with clear, step-by-step procedures, including examples of completed forms and template correspondence. This is more than a learning opportunity; it’s a practical toolkit designed for financial professionals who are ready to add value to their services and provide tangible solutions to clients facing tax burdens.

Session Description Read Less

Event Instructors

Charles Montecino

Sewell, NJ
Owner, Tax Problems Solved LLC

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and Pennsylvania and is also is a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and the Pennsylvania Institute of CPAs and The American Society of Tax Problem Solvers.
He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.

About Instructor Read Less