TAKE YOUR TAX PRACTICE
TO THE NEXT LEVEL!
Want to learn new tips, tactics, and tricks of the trade? The American Society of Tax Problem Solvers can help you achieve all of the above! Being an Attorney, CPA, or Enrolled Agent, you already possess the key ingredient and skills needed to enter the tax problem resolution arena - you are permitted to represent taxpayers before the IRS. Whether you are a newbie to this niche or could use a refresher, ASTPS has exactly what you need!
The answer…IRS Problem Resolution Boot Camp.
Many tax professionals are missing out on a lucrative niche that will enable them to make more money in their existing practice than they ever thought possible. Listed below are just some of the many benefits of adding Tax Problem Resolution (TAPeR) services to an existing tax practice.
Benefits:
¨ Client fees are well above average
¨ No accounts receivable problems - TAPeR clients pay in advance
¨ Increase future business as TAPeR clients become loyal life-long clients
¨ Growing area of practice as the IRS is aggressively pursuing delinquent taxpayers & non-filers
¨ Increase confidence when dealing with the IRS
¨ Little competition in most communities
With over 30 years of experience in this niche, come see, listen, and learn from ASTPS National Director,
Lawrence
Lawler. This is your chance to not only gain valuable knowledge, but you will also be able to “talk shop” and make invaluable professional connections!
Here is a peek at what you can expect:
TOPICS:
DAY 1 -
Technical
Overview of IRS Collection
- Powers of Attorney
- Obtaining Information From the IRS
- Obtaining Information From the Client
- Important Dates
- Financial Analysis and Forms
- Offers in Compromise - 3 Types
- Case Studies / Hands On 433-A & Offers in Compromise
- Planning Techniques - Impact of Variables
- Installment Agreements
- Penalty Abatement
- Trust Fund Penalty
- Q & A Session
DAY 2 -
Marketing & Management
- Marketing 101 - The Essence of Marketing in the Marketing Process
- How-To Use The Top 7 Marketing Methods
- Referral System
- Newsletter Marketing
- Yellow Page Ads
- Federal Lien List
- Newspaper Advertising
- Internet Marketing
- Use The News To Make Money
- Managing Your IRS Practice
- Reference Materials
- Hardware Requirements
- Software Requirements
- Training and Standardization
- Work Programs
- Interview Techniques
- On-Screen Papers and Forms
- Closing a Close
- Uncooperative Clients
- Billing
DAY 3 -
Advanced - Aggressive Planning for Clients With Assets and Income
Learn how the experts handle those cases that can drive you crazy. For example, where the 433-A shows too much equity and/or too much income to qualify for an Offer in Compromise, or even an Installment Agreement. Yet, the client can’t really afford to full-pay or make payments at the level the IRS would demand.
Not all cases require aggressive actions, but when the need arises, will you have the answers? You will, after this session. This is one you can’t afford to miss. Qualify more clients for offers, reduce the offer amount for others, and secure minimum payments for payment plans.
Topics Covered:
- Investment accounts & publicly-traded stocks
- Too much equity in home, auto, or other assets
- Retirement Accounts – IRS, 401-K, Pension, etc.
- Closely held business interests
- Excess cash balances
- Lack of allowable expenses
- Too much income
- Much, much more…
Click HERE to find out what past attendees
had to say about this program!
Click HERE To Register!
NOTE: If you have an extensive amount of staff members you want to send to this program, or the dates and location of this program do not suit you, click HERE to find out how we can bring the Boot Camp to your office!
LOCATION: TBD
DATE: TBD
DURATION:
Day 1 - Technical:
8:10am - 5:00pm
Day 2 - Marketing and Management:
8:10am - 3:05pm
CPE/CLE: 18 Hours CPE/CLE
(12 CPE For Enrolled Agents; IRS Does Not Approve CPE For Marketing/Management)
COST: Day 1: $397
Days 1 & 2: $697
DISCOUNTS:
TBD
LODGING:
TBD
PRESENTER:
LAWRENCE M. LAWLER, CPA (Larry) has been a New York Certified Public Accountant since 1973. Larry is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973. The firm derives sixty percent of its annual income from TAPeR (Tax Problem Resolution) work. He is also National Director of the American Society of Tax Problem Solvers (ASTPS), a non-profit organization of tax professionals who represent clients before the IRS.
Larry has represented literally thousands of taxpayers before the Internal Revenue Service. He has experience as an Assistant Professor teaching tax, accounting and management subjects. He is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He has become nationally recognized for his skills in solving tax problems, his marketing experience, and exceptional practice management abilities.
