ASTPS Spring Conference

Presented by the American Society of Tax Problem Solvers.

One day to advance your tax resolution knowledge!

Last year was a wild year for tax professionals and with all the recent changes at the IRS are you confident that you are up to speed on the latest best practices? This year ASTPS is developing a larger number of advanced training opportunities for tax resolution professionals aimed at developing their skills and making them as efficient, 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 a jam packed with a total of 6 presentations taught by 6 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.

6 ALL NEW PRESENTATIONS!

Update on Collections

Presented by Darren Guillot, Commissioner SB/SE

Darren Guillot has become one of the best received speakers for ASTPS. His clear presentation of IRS activities and straight-forward answers to attendee questions is universally appreciated. As Commissioner, Small Business Self Employed he oversees many of the personnel that tax problem resolution professionals deal with on a daily basis. No one who represents taxpayers before the IRS should miss this presentation.

About Darren – As the Commissioner, Small Business/Self Employed (SB/SE) Collections, Darren provides executive leadership and direction in the design, development and delivery of an IRS-wide, comprehensive tax administration program to meet the needs of all America’s taxpayers with past due balances and/or unfiled returns. These include large and small businesses, tax exempt and government entities, self-employed individuals, and wage earners.

Private Collection Agencies: What Can They Really Do?

Presented by Lawrence Lawler, CPA, EA, CTRS

Did you know that PCAs present a real and unique danger to taxpayers? Can they take enforced action if taxpayer is uncooperative? Are they allowed to request financial information from taxpayers or establish a partial-pay Installment Agreement? After this session you will know the answers to those and much more including whether a PCA can negotiate a balance due or send a case back to the IRS and much more.

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.

How to Prepare a Tax Resolution Brief

Presented by LG Brooks, EA, CTRS

Each and every practitioner representing taxpayers before the IRS will be confronted with the need to plead the taxpayer’s case to the IRS. After this interesting session will LG every attendee will know exactly how to approach this important task. As part of his presentation LG will include a couple of sample briefs that will serve as a template for briefs you have to write in the future.

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.

Penalty Abatement – A Routine Task Requiring Uncommon Creativity

Presented by Greg Nunn, CPA, CTRS

Taxpayers are hit with millions of dollars in penalties each year. Worse yet, they often just pay them because they fear the IRS. Greg will discuss what it takes to get failure to file, failure to pay, and accuracy related penalties abated. He will include a couple of sample letters that have been successful in his practice.

About Greg – Gregory Nunn has a passion for helping people who find themselves in the labyrinth of the IRS bureaucracy due to failing to file tax returns and/or not paying what the IRS claims they owe. His practice in Redmond, WA specializes in IRS representation and he’s well known in the ASTPS community for vigorously representing these troubled taxpayers before the IRS. Greg has been a CPA for over 30 years and an ASTPS member for over a decade.

Your Client is Out of Compliance – What Now?

Presented by Caroline Ciraolo, JD., LLM

To err is human and the IRS has established various paths through which we can bring our clients into compliance. The path our clients ultimately choose is dependent on their individual facts and circumstances, the reasons for their noncompliance, and various other factors. This program will discuss the advantages and disadvantages of addressing prior year noncompliance, the different paths available including the revised voluntary disclosure practice, best practices in navigating corresponding state tax noncompliance, managing client expectations, and tax practitioners your ethical obligations.

About Caroline – Caroline is the former Acting Assistant Attorney General of the U.S. Department of Justice’s Tax Division, is a partner with Kostelanetz & Fink and a founder of its Washington, D.C. office. Her practice focuses on complex and sophisticated civil tax controversies, including representation in sensitive audits, administrative appeals, and litigation in federal and state courts and administrative tax tribunals, providing related tax advice, conducting internal investigations, consideration of domestic and foreign compliance options including voluntary disclosures, and representing individuals and institutions in criminal tax investigations and prosecutions.

Why Should You Care About the New Hobby Loss Rules?

Presented by Nicholas Preusch, CPA, JD, LLM

Under the Tax Cuts and Jobs Act (TCJA) hobby expenses are no longer deductible to the extent of hobby income. This could lead to the IRS challenging more schedule C business losses with an eye to reclassifying them as a hobby. The taxpayer would lose the deduction they were claiming and be required to pay tax on all the income from their hobby without offsetting expenses. It’s never great to hear the IRS is auditing a client, but with the new hobby rules it is downright scary. Along with the TCJA, the IRS has increased its focus on audits and taxpayer risk has greatly increased.

This presentation will provide a path for a hobby defense case, starting with providing the first documents requested by the IRS to preparing an appeal for a hobby loss case. You will leave with useful tips and tricks to build a successful hobby loss case for your taxpayer.

About Nick – Nick is a former Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Now in private practice his expertise includes helping high wealth individual and large business entities with complex tax compliance, along with specializing in international, non-for-profit tax issues, and tax ethics issues. He has used his tax expertise not only to serve his clients, but also his peers. He has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure and co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomas Reuters. He has also lectured nationally on topics such as ethics, complex tax transactions, and IRS practice and procedure.

Event Details:

Thursday, June 10th

10:00 – 11:00 | Update on Collections

11:00 – 11:10 | Break

11:10 – 12:10 | All About PCAs

12:10 – 12:30 | Break

12:30 – 1:30 | Your Client is Out of Compliance

1:30 – 2:30 | Lunch Break

2:30 – 3:30 | Penalty Abatement

3:30 – 3:40 | Break

3:40 – 4:40 | How to Prepare a Tax Resolution Brief

4:40 – 5:00 | Break

5:00 – 6:00 | New Hobby Loss Rules

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: June 9th at 2:00pm Eastern

Continuing Education: 6 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 JUNE 8th

Early Bird Pricing Available Now Through June 8th.

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.2020 Super Conference Attendee

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

Jane W.2020 Super Conference Attendee

“I feel empowered to move forward confidently in my business.”

Dejorian M.2020 Super Conference Attendee