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TRSC 2022

NOVEMBER 2-4

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16th Annual Taxpayer Representation Super Conference

After years of struggling the IRS is now rebuilding. With so many new IRS personnel out in the field it will be critical in the coming months and years to understand the IRS processes and procedures better than the IRS, so you can advocate effectively for your clients.

The Annual Fall Super Conference brings together the top tax resolution experts from across the country who are looking to increase their tax resolution confidence and capabilities.

15 Sessions Featuring 14 Different Instructors!

The TRSC is your chance to hear presentations on hot topics and receive critical updates that effect your IRS representation business. The three-day event will be jam packed with a total of 15 sessions featuring 14 different instructors. Set aside just three days to gain skills and knowledge to help you better represent your clients before the IRS!

I always leave “full” when I attend a Super Conference. Information given is always relevant and immediately applicable to my practice!

Rene I.

I am always very appreciative of what all the staff at ASTPS does for these seminars. I know it is very hard work. I always come away with reminders of what I should know and very valuable new information.

Greg N.

I highly recommend this course as well as ASTPS membership. It's such a great feeling to be able to assist clients with resolving their tax problems. I enjoy this kind of work and value the classes and support I receive from ASTPS.

Kathleen D.

Represent Confidently

What was once difficult eventually becomes routine. As you gain confidence in your tax resolution abilities you can command higher fees and increase your capacity to take on work. More clients means more revenue.

More Knowledge = Larger Profits

It’s simple – The more you know and understand about tax resolution, the quicker and more efficiently you can work cases. This should result in more profit per case!

Learn from Real Experts

If you’ve decided to commit a major part of your career to tax resolution you don’t have to reinvent the wheel. During the Super Conference you’ll learn best practices from seasoned professionals who are active in the field.

2022 SPEAKERS & TOPICS

Topics & Speakers Subject to Change

Hearings: Collections Due Process (CDP) VS Collection Appeal Program (CAP)

Larry Lawler, CPA, EA, CTRS

The good news is that most IRS actions are appealable. The question is how to do it. After this session you will know the proper forms and forum. Your clients will appreciate your understanding of the procedures that allow you to continue pursuit of a favorable resolution on their behalf.

After this program you will understand:

  • What is AJAC
  • How to protest IRS Actions
  • Is Cap Available or not?
  • How does a CAP start?
  • How does a CDP Start?
  • Highlights of Important Appeals Forms
  • Appeals Review of Small Cases
  • Alternative Dispute Resolution (ADR)
  • Is Exparte communication prohibited?

About Larry – Larry is the National Director of ASTPS and has represented literally thousands of taxpayers before the Internal Revenue Service and 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, and has been a New York Certified Public Accountant since 1973. He is also a fellow of the NTPI and the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.

Step-By-Step Elevating IRS Issues: No matter where you are in the IRS process

LG Brooks, EA, CTRS

The question of when to submit a request concerning a “Managerial Conference” or when to formally “Elevate” a tax matter to the next authoritative level is a question that for most practitioners (unfortunately) have a “high rate of occurrence.” More importantly, knowing when and how to properly “elevate” a case may be crucial to the outcome of the issue.

This presentation is designed to discuss and explain the procedures & recommended process concerning when, how, why & where to “Elevate” a tax case matter, which may include but not limited referrals regarding Collection Division issues, Audit Case Referrals, ACS Contact matters, Appeals Officer disputes and discussions regarding docketed cases with IRS Chief Counsel personnel.

In addition to a discussing the common “managerial referral” type case elevations, practitioners should also be prepared to invoke the IRS’s “Alternative Dispute Resolution” procedures as well as elevating a case to:

  • Fast Track Mediation
  • Fast Track Settlement
  • Taxpayer Advocate Referral
  • Treasury Inspector General of Tax Administration (TIGTA) referral, and potentially
  • A “Congressional” referral

About LG – LG is the Senior Tax Resolution Consultant at Lawler and Witkowski CPA’s. LG has been in the field of taxation for more than 30 years and has been in practice full time since 1990. LG has represented and consulted on thousands of cases and he specializes in resolving high dollar, complex, tax problems all over the country. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977.

IRS Case Roadblocks

Billy Fauller, III, EA, CTRS

This is the topic to end all topics. Now, you are likely familiar with strategies for removing the Trust Fund Recovery Penalty (TFRP) or brokering an installment agreement with a Revenue Officer or ACS Representative, but what should you do and when? What happens when things break down? Who should you contact and when?

This topic will help guide practitioners on getting around certain obstacles or roadblocks while working cases with the IRS. This includes best practices for contesting the TFRP, who to contact and how to prepare when negotiating installment agreements, and steps to elevate cases that are seemingly going nowhere.

By the end of this course you will understand:

  • Administrative strategies for resolving a TFRP assessment
  • How to prepare for negotiating an installment agreement
  • Tips for handling apathetic or indifferent Revenue Officers
  • How to stage different case obstacles and roadblocks through completion

About Billy – Billy was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017).  Shortly after leaving he founded Inside Out Tax Resolution Services just outside of St. Louis Missouri. His practice is 100% focused on helping individuals and business owners resolve their tax problems.

What Every Practitioner Must Know About Tax Court

Steve Klitzner, ESQ., CTRS

One of the most important items in a tax practitioner’s toolbox is the United States Tax Court. However, many tax pros do not utilize it, often because they do not understand the process or are not admitted to practice in the Court. Miami Tax Attorney Steven Klitzner will show you how you can use Tax Court to help your clients in Audit and Collection cases. Steve will take you step by step through the process from beginning to end.

By the end of this course you will understand:

  • How the Tax Court operates
  • What cases can be heard in Tax Court
  • The step by step process of a Tax Court case from beginning to end
  • How you can help your clients, even if you are not admitted to practice in Tax Court

About Steve – Steve is the CEO of Florida Tax Solvers. His practice in Miami is 100% focused on IRS Tax Resolution. Steve has presented at many ASTPS conferences in the past and is the newest member of the Accelerator Training Team. He is admitted to the United States Supreme Court, United States Tax Court, United States Court of Appeals for the Fifth Circuit, and the United States District Court for the Southern District of Florida. He currently sits on the IRS Advisory Council, and is a frequent lecturer on Tax Resolution topics and has presented to thousands of practitioners around the country.

Basics of Tax Dischargeability in Bankruptcy

Alyssa Maloof Whatley, JD.

Oftentimes taxpayers are not only struggling with the IRS, but other creditors as well. Taxpayers may be behind on a car payment, drowning in credit card debt, or in foreclosure, and looking for a solution to address all of their financial issues.

This presentation is going to teach basic tax dischargeability rules, principles and foundations of Chapter 7/13 bankruptcy (pros and cons), and how you can sequence tax relief options with bankruptcy to meet all of the taxpayer’s financial goals. In addition, you will learn how you can use your tax resolution expertise to partner with bankruptcy attorneys in your area to increase tax resolution referrals.

By the end of this course you will understand:

  • Basic of Tax Dischargeability in Bankruptcy
  • Foundations of Chapter 7/ Chapter 13 Bankruptcy
  • Interplay/Combining of Bankruptcy and Non-Bankruptcy Options

About Alyssa – Alyssa Maloof Whatley prides herself on honest, aggressive, and compassionate representation of her clients. From the very start of her legal career, Alyssa knew she wanted to help individuals facing financial crisis by focusing on bankruptcy and tax. Alyssa’s firm specializes in IRS representation and bankruptcy out of Atlanta, GA.

Highly Effective Penalty Relief Strategies

Billy Fauller, III, EA, CTRS

You are likely familiar with the various forms of penalty relief (Reasonable cause, administrative remedies, and first-time penalty relief), BUT can you apply this and consistently expect a favorable outcome?

This program will focus on crafting a well-executed request for penalty relief, along with exploring a lesser-known option which can be employed as an effective case resolution tool.

By the end of this course you will understand:

  • The basis for penalty relief
  • Differing options for penalty relief
  • Employing an effective strategy using different forms of penalty relief
  • Appealing any proposed rejections
  • A clever penalty relief strategy for full pay cases

About Billy – Billy was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017).  Shortly after leaving he founded Inside Out Tax Resolution Services just outside of St. Louis Missouri. His practice is 100% focused on helping individuals and business owners resolve their tax problems.

Kovel Letters: How Attorneys Can Help Non-Attorneys

Jack Beige, JD

Kovel letters – Often heard about but rarely used & more rarely understood. A simple Kovel letter can help you avoid major problems in a tax resolution case. During this session you’ll learn what they are, when to use them, and most importantly- why to use them!

After this session you will know:

  • What a kovel letter is
  • When should it be used
  • Who the kovel letter protects
  • What the kovel letter protects
  • Who is covered by attorney-client privilege
  •  How to develop a relationship with attorneys
  • How the kovel letter protects you
  • How the “joint venture” with an attorney benefits everyone

About Jack– Jack’s practice in Smithtown, NY primarily focuses on representing businesses and individuals who have delinquent tax issues with both the Internal Revenue Service and New York State Department of Taxation & Finance. He is a long time member of the American Society of Tax Problem Solvers and is admitted to practice before the United States Tax Court.

IRS Summons

Jeffrey A. Schneider, EA, CTRS

Your client just received a summons – what is the first thing you need to do? This quick one hour presentation will help you gain a better understanding of when the IRS will issue a summons, the different types, and your client’s rights.

After this session you will know:

  • IRS Summons Power
  • Getting a Summons and how to respond
  • Procedures employed by the IRS when issuing a summons
  • Who is and who is not entitled to a notice to the taxpayer of a summons to a third party.
  • Quashing the Summons
  • The Federally Authorized Tax Practitioner and Privilege
  • What is a John Doe Summons

About Jeffrey – Jeffrey is a full time tax resolution professional from Florida. He is a past President of the Florida Society of Enrolled Agents, the Palm Beach Chapter and Treasure Coast Chapter of the Florida Society of Enrolled Agents and a Former Director on the Board of the National Society of Enrolled Agents (NSEA). He is a past recipient of the ASTPS Top Practitioner Award and is a former member of the Internal Revenue Service Advisory Council (IRSAC).

Business Exams & The IRM: What You Need to Know

Veronica Marelli, EA, CTRS

The IRS is starting to require professionals to prove legitimate business expenses by citing code, essentially doing their job for them. In this class, we will use actual case studies to craft real arguments to present in audit situations to IRS personnel. Using tools available like the ASTPS guide “How to Use the IRM” and tools we all have easy access to, we’ll gain expertise in crafting those arguments, making our time more profitable, and maybe even making audits a bit more enjoyable in the process.

About Veronica – Veronica is a is an Enrolled Agent and Certified Tax Resolution Specialist with over 20 years of experience. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution.

Alive and Well: The Employee Retention Tax Credit

Travis Watkins, ESQ.

The Employee Retention Tax Credit (ERC) was overlooked or misunderstood when it came out alongside the feeding frenzy that was the Paycheck Protection Program (PPP) in 2020. However, several important changes to the program have made it more accessible for many small businesses. Still, confusion and misinformation about the program abound, including the outright myth that the program is over! In 2021, Tax Attorney Travis Watkins pivoted part of his practice to offer this valuable service to his clients. In this timely presentation, he will walk you step by careful step toward helping your clients (and attracting new ones) to receive the credit before it fully sundowns in late 2024.

About Travis – Travis Watkins is the Founder and Senior Tax Attorney at Travis Watkins Tax with offices in Oklahoma City, Tulsa, Norman, and Dallas. His firm is unique, as it devotes 100% of its practice to fixing IRS problems for select clients and keeping those problems fixed forever through resolution, accounting, and bookkeeping services. Since his admission to law practice in 1999, Travis has defended hundreds of companies and individuals before the Internal Revenue Service and various state tax agencies.

State of the Union

At the start of the Super Conference we will take some time to reflect on the past 12 months and what has happened in the industry. We’ll cover important IRS updates that effect your business and the outlook for the next year!

Larry Lawler, CPA, EA, CTRS

Office Hours Live!

Our members LOVE the monthly Office Hours call. Well this year we’re bringing it to the Super Conference! Over the course of an hour Larry, Steve, and LG will answer 15 pre-submitted case questions from audience members!

Larry Lawler, CPA, EA, CTRS

Steve Klitzner, ESQ., CTRS

LG Brooks, EA, CTRS

The Shorts

During this one hour session we have four different presenters that will either be presenting a short 15 presentation on a narrow topic or will be sharing an interesting case and outcome! 

Aiysha Hayes, EA

Ron Friedman, CPA, CTRS

Mitchell Piper

The Client Interview

It happens… Someone gets through your screening process that maybe shouldn’t have. What do you do when the warning signs are flashing like crazy? In this one hour session Larry will play a not so ideal prospect while Angelene plays the cool, calm, and collected pro that wants nothing to do with him.

Angelene Wierzbic, EA, CTRS

Larry Lawler, CPA, EA, CTRS

REGISTER NOW

Member Discounts Apply: Standard Members: 5% off | Premium Members 15% off

Non-Member

$ 1097.00

Event Total

Standard Membership

$ 1042.15

You Save $54.85

Premium MembershipBIGGEST DISCOUNT!

$ 932.45

You Save $164.55

“This conference was fabulous; I learned a lot and will continue reviewing and researching the information included in the workbook. I'll see you next year.”

Brian B.2021 Super Conference Attendee

“I had a blast!! The super conference was awesome! I believe without organizations such as the American Society of Tax Problem Solvers (ASTPS) our company/ practice would not exist. Thank you ASTPS for your many years of dedication, care, and compassion for the tax resolution industry.”

Wanda H.2021 Super Conference Attendee

“May have been one of the best conferences attended in last 7 years. Thanks ASTPS!”

Lloyd G.2021 Super Conference Attendee

“"This was the most informative conference-virtual or in person- that I have have attended.
The speakers were excellent and the subject matter was very relevant to my practice."”

Denson P.2021 Super Conference Attendee

“Always great experience to learn and grow with ASTPS. What a great conference!”

Latonia R.2021 Super Conference Attendee

“Very great training. I thought I knew more than what I did. This training exposed my weaknesses and strengths all at the same time!”

Grant G.2021 Super Conference Attendee