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L1.10.21 – Financial Analysis Process (Form 433) – (2 CE)

Financial Analysis Process (Form 433)

IRS Program #: XQQU-T-00745-21-O/S
CE: 2
Speaker: Clarice Landreth, EA

Knowing how to complete an accurate financial statement for a client is pivotal to the successful resolution of an outstanding federal tax liability. The representative must know their client’s financial situation in order to make an educated decision on which path to take in resolving the federal tax liability.

Learning Objectives:

  • Calculate collectible equity in assets for a taxpayer.
  • Calculate disposable net income for a taxpayer.
  • Understand how the equity and income calculations impact available collection alternatives.
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

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