Engagement Management

Become an Expert in Case Management!

Engagement Management© is not a course in how to do Offers in Compromise, Installment Agreements, or Statutes of Limitations analysis. Those are technical topics that are thoroughly covered in other ASTPS courses. This is an entirely new course intended to put you on the right track to represent taxpayers before the IRS like a true professional.

Today you have the IRS, credit agencies, insurance companies, and tax prep firms offering free tax return filing. As a professional tax return preparer, you know that the product delivered by these services is often substandard compared to employing professional services. That said, it is nonetheless apparent that tax preparation is being turned into a commodity.

Therefore, many professionals are turning to taxpayer representation, which is much harder to commoditize because of the unique nature of each case. If you’re going to do representation, you want to be sure you’re doing it in the most professional and efficient manner. After completion of the Engagement Management© course you will know and understand tax problem resolution best practices.

We’re going to cover a lot during Engagement Management© including:

  • Conducting Initial Client Meeting

  • Engagement Letters

  • Extent of Representation

  • Work Programs

  • Dealing with IRS Personnel

  • Fee/Billing/Collection Topics

  • Risk Management

  • Pre-engagement Conferences

  • Firing Bad Clients – When & How

  • Projected Costs of Proposed Resolution

  • Client Assessment

  • Case Acceptance Considerations

  • Criminal Cases

  • Keys to Successful Engagements

  • IRS Misconduct

  • Time-critical Cases

  • Practice Standards

  • Closing Representation Cases

  • Common Rep Problems

  • Managing, Presenting, and Copying Information for the IRS

Sample letters, checklists, and work programs

Upon completion of the course ASTPS will provide all attendees with downloadable sample letters, checklists, and work programs. The materials will be provided in a fully editable format (MS Word) to allow customization for your practice.

Larry Lawler 2

Your Instructor

Larry Lawler, CPA, EA ,CTRS

In this course you will gain insights from Larry’s 47 years in practice and his own study of best practices. Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry 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 is a dynamic and knowledgeable speaker who offers a mix of information, personality and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He has been a New York Certified Public Accountant since 1973. He is also a fellow of the National Tax Practice Institute. Larry is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.

Join us June 17-18 Live!

The cost of the course is $597. There is a $100 early-bird discount for registrations booked prior to June 10th.

No Travel Necessary, Join us Virtually!

This course will be taught live on June 17th – 18th 2020. The course will be approximately 6 hours long and will run from 12pm – 3pm Eastern Time each day.

Q & A? Of course!

Attendees will have an opportunity to ask questions during the event. If there are any questions that cannot be accommodated within the scheduled course hours, they will be answered by email after each presentation.

Technology

The only technology requirements are a reliable Internet connection. We will also do a test run 2 days prior to the event for all attendees who have any technology concerns. We recommend you participate in the test to avoid missing any part of the material.

100% money back guarantee

30 DAY NO-WEASEL, IRON-CLAD, SAFE AS A BANK, 100% MONEY-BACK GUARANTEE!

Live Virtual Event

Wednesday, June 17 – Thursday June 18 2020

Please block off 12pm – 4pm Eastern Each Day

register now

The Total Price of this Course is $597. Register now for just $497!

Early Bird Discount Ends June 10th

Live Virtual Event

This course will be taught live on June 17th – 18th 2020. The course will be approximately 6 hours long but please block off 12pm – 4pm Eastern Time each day.

12 Month Course Access

The course will be run live initially, but you will also get access to the recording for 12 full months to go back through it again!

30 Day Money Back Guarantee

No questions asked. If the course isn’t for you let us know within 30 days and we’ll refund your investment.