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Before you go check out this special event we’re running May 12th!

Spring Conference

[ LESS THAN 12 SEATS REMAINING! ]

One day to advance your tax resolution knowledge!

The IRS is constantly evolving and changing. It’s up to practitioners like you to stay up to date on the latest best practices to best serve your clients.

Our Conference Series exists for one reason – to help you increase your tax resolution confidence and capabilities. We want to help make you as efficient, effective, and profitable as possible!

The Spring Conference is your chance to hear presentations on hot topics and receive critical updates that effect your IRS representation business. The one day event will be jam packed with a total of 5 presentations taught by 5 different instructors. Set aside just one day 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.

5 ALL NEW PRESENTATIONS!

Best Practices When Your Client Has SFR’s On Their Transcripts

Presented by Karen Drees, EA (1 Hour)

Almost all of us have been contacted by a client or potential client who has received notices for large amounts of taxes due when they have failed to file their own returns. When the IRS files those returns, those are called Substitute for Returns or SFR’s. SFR’s can have a significant impact on a client’s tax liability. This session will focus on the best practices when working with clients or potential clients that have SFR’s on their transcripts.

By the end of this course you will understand:

  • How to Identify SFR’s on Transcripts
  • When and Why SFR’s may be completed
  • How SFR’s are calculated
  • What effect SFR’s have on tax balances
  • When and if SFR’s should be corrected and how to correct them

About Karen – Karen is an Enrolled Agent and a former Revenue Officer with 10 years of experience working inside the IRS. In 2018 she left the IRS to enter private practice and started Drees Tax Services in Adel, Iowa. Karen’s practice specializes exclusively in IRS representation and tax resolution. Karen applies her insider perspective, gained from a decade at the IRS, to advocate effectively and get the best outcomes possible for her clients.

IRS Levy Issues – ”Authority & Resolution”

Presented by LG Brooks, EA, CTRS (1 Hour)

Nothing get’s the attention of a taxpayer quite like a levy. It is one of the best tools in the toolbox of the IRS, and one that drives a lot of business to tax resolution specialists like you. When a client hires you and has a levy or the threat of it you’ll need to act fast. This course will give you tips, tricks, and best practices so you’re prepared to handle the situation.

By the end of this course, you will understand:

  • What a levy, seizure, and garnishment are
  • The notice & opportunity for hearing before a levy
  • Disqualified employment tax levy
  • How to release a levy
  • Property exempt from levy
  • Equivalent hearing (EH) policy

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.

Audit Representation & Strategies: Defending Taxpayers & Yourself

Presented by Lawrence Lawler, CPA, EA, CTRS (1 Hour)

When it comes to tax problem resolution, the focus of most practitioners turns to collection issues. However, collection is only part of the discipline. Audit representation is like the too often ignored cousin of collection representation. Yet, it is a most feared event by nearly all taxpayers.

Practitioners need to understand the climate that they are dealing with when representing a taxpayer under IRS audit. A knowledgeable and aware practitioner can save their clients much anxiety during an examination. When your clients see your skills at work they will understand why representation is so critical. In this presentation Larry will share the strategies he has used to successfully complete audits over the last 50 years.

By the end of this course, you will understand:

  • Audit management
  • Keys to audit success
  • Practitioner goals
  • Auditor goals
  • Field audits
  • Office audits

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.

When to file a “Qualified” Amended Tax Return and Avoid Penalties

Presented by Gerard J. Levins, Esq., LL.M., CPA, CTRS (1 Hour)

A “qualified amended return” is an amended tax return that, if properly filed before a taxpayer is “on the IRS’s radar,” protects a taxpayer against accuracy-related penalties—in layman’s terms, it is a get-out-of-jail-free card. The Treasury regulations, in effect, provide a “safe harbor” that allows a taxpayer to avoid tax penalties. A qualified amended return must, by definition, be filed before the IRS begins an investigation of the taxpayer or the promoter of a transaction in which the taxpayer participated. The qualified-amended-return provisions are intended to encourage voluntary compliance by giving taxpayers an avenue to proactively fix past mistakes.

By the end of this course, you will understand:

  • What is a “qualified” amended return.
  • When to file a “timely” qualified amended tax return.
  • What penalties can be avoided through a qualified amended tax return.
  • What penalties cannot be avoided through a qualified amended tax return.
  • What constitutes an investigation of the taxpayer or promoter of a transaction that precludes the benefit of a qualified amended tax return.

About Gerard – Since 1979, thousands of individuals and businesses throughout the United States have engaged tax lawyer Gerard J. Levins for IRS tax representation. He received certification as a Certified Tax Resolution Specialist and is both a former practicing CPA as well as a former IRS agent. With a Masters of Law in Taxation, he has helped individuals for more than 40 years helped individuals in Massachusetts and throughout the United States resolve tax disputes and other controversies when providing representation before the IRS.

Strategies for Solving Complex Collection Cases

Presented by Gary Bluestein, ESQ., CTRS (2 Hours)

Gary will discuss the application of your tax problem resolution tools to complex cases. He will illustrate the exposure to both the practitioner, the taxpayer, and avoiding potential criminal issues that clients can create. Real case examples will be used to illustrate the relevant issues.

After this course you will understand:

  • The tools available to solve tax collection problems
  • Legal strategies for solving a complex collection case
  • Dealing with a difficult client and avoiding criminal exposure

About Gary – Gary Bluestein, focuses his practice exclusively on tax representation. Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney. Gary was hired by the Department of Treasury through the Government’s Honors Program. During his Government Service, Gary represented the IRS in both the United States Tax Court and the United States Bankruptcy Court. He also served on several National Task Forces addressing IRS enforcement issues and received numerous Government Merit Awards for his work related thereto.

– New Feature – 

1 Hour Q&A with all 5 Speakers

Larry Lawler, LG Brooks, Karen Drees, Gary Bluestein, and Gerard Levins

We will end our jam packed day of training with a one hour question and answer session. Any questions that didn’t get answered during the individual sessions will get addressed during the Q&A. Attendees will also be able to ask new questions to the speakers.

Event Details:

Thursday, May 12th

10:00 – 11:00 | Audit Strategies

11:00 – 11:10 | Break

11:10 – 1:00 | Complex Collection Cases

1:00 – 2:00 | Lunch Break

2:00 – 3:00 | Best Practices When Your Client Has SFR’s

3:00 – 3:10 | Break

3:10 – 4:10 | IRS Levy Issues

4:10 – 4:20 | Break

4:20 – 5:20 | When to file a “Qualified” Amended Tax Return

5:20 – 5:30 | Break

5:30 – 6:30 | All Speakers Q&A Session

ALL TIMES IN EASTERN

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.

The Spring Conference is Proudly  Sponsored By:

More knowledge = more profit

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!

Confidently Represent 

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.

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. By ordering a program like the all access pass you are going to learn best practices from seasoned professionals.

Member Discounts Apply

Membership discounts apply to this program. 15% for Premium members and 5% for Standard members.

Webinar Platform: Zoom

Connection Test: May 11th at 2:00pm Eastern

Continuing Education: 7 Hours of CE/CPE

Handout Material: Delivered Virtually

Event Recording: Yes, 12 Month Access

Membership Discounts: Discounts apply to the member and their staff/w2 employees only. Registration under the wrong membership type will result in the registration being refunded and you will lose your spot and need to reregister.

Multiple Registrations: If registering 3 or more members of the same firm please contact ASTPS for additional discounts.

Cancellation Policy: Full refund 30 days prior to the event. 50% Refund 30-14 days prior. 14 days or less will receive a full credit.

Early Bird:

SAVE $100 WHEN YOU REGISTER BY MAY 10TH

Early Bird Pricing Available Now Through May 10th.

Already a Member? Login to register with your member pricing. 

Non-Member

$ 297.00

You Save $100

Standard Membership

$ 282.15

You Save $114.85

Premium MembershipBIGGEST DISCOUNT!

$ 252.45

You Save $144.55

This program provided extremely current and useful information.

Bill B.Super Conference

Always learn more than I expect. Thanks for having experienced professionals willing to help share their valuable knowledge.

Nathan N.Spring Conference

Thank you! It is always a pleasure to be in an ASTPS session - I always learn a lot.

Latonia R.Spring Conference

Always get something from these conferences and the updates. Keeps me moving
in the right direction in this area.

Valerie L.Summer Conference

ASTPS is the first place I go for CPE - thanks for all of your fine work. You are the best!!!

Judy S.Spring Conference

People thought I was crazy to sign up for a full day of tax talk. They were so wrong. These were great topics, the presenters top notch, and materials well presented. I know I learned about tools that will make my job easier and keep my work accurate. Thank you for a terrific day and a ton of knowledge!

Wendy M.Summer Conference

As always, the ASTPS presents great information on topics relevant to today's practice environment with world class speakers. I always attend every event my schedule allows as I hate to miss any information they may be providing.

Peter M.Summer Conference

This was great. Nice bursts of different meaningful categories!! Presenters were wonderful.

Val W.Summer Conference

This was a fabulous experience for me. My grateful thanks to all the presenters and staff!

Jane W.Super Conference

This is my first ASTPS conference. I have been working as an EA for several years. The material I was presented today will really help me step up my operations. I am looking forward to additional conferences. Thank you.

Tod F.Spring Conference

I enjoyed the variety of each program. It kept the flow of information interesting.

Brian B.Spring Conference