Learn how the experts handle those cases that drive us all crazy.
Aggressive Planning for Troubled Taxpayers with Assets & Income
Qualify more clients for offers, reduce the offer amount for others, and secure minimum payments for payment plans.
Learn how the experts handle those cases that drive us all crazy. You know, 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 IRS would demand. These are the tough ones; you will learn what to do about:
- Excess cash balances
- Investment accounts & publicly-traded stocks
- Retirement accounts – IRA, 401-k, pension, etc.
- Closely-held business interests
- Too much income
- Lack of allowable expenses
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. Recorded before a live audience, this may be the most valuable tool in your representation
practice. The fee you earn from just one well represented client will pay for the investment ten fold.
Speaker: Lawrence M. Lawler, CPA, EA, CTRS, NTPI Fellow
Approximately 2 Hours
Audio CDs of recorded live presentation, printed course materials + presentation slides
Continuing Professional Education credits are NOT awarded for recorded self-study seminars.
If, for any reason, you are not satisfied with your purchase, just contact us within 30 days. With the return of all materials in sell-able condition, ASTPS will give you credit toward another seminar of comparable price or will refund your fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.
Lawrence M. Lawler, CPA, CTRS, EA, NTPI Fellow
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. His audiences enjoy him as much as he enjoys speaking. 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. The firm derives seventy percent of its annual income from TAPeR (Tax Problem Resolution) work
Larry is available as an expert interview on tax and accounting issues or as a quotable expert source for media.