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One day to grow 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 Advanced 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 Summer 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.
6 ALL NEW PRESENTATIONS!
Finance or Sell That House! IRS Collecting Asset Equity
Presented by Angelene Wierzbic, EA, CTRS
The years of IRS allowing taxpayers to maintain equity in large assets in advanced collection cases are coming to an end. IRS has recently started acting on policy changes in the IRM which give employees more freedom to request the sale of assets with equity to pay down debts or even move forward with enforced collections through seizure.
We have encountered more and more cases and member consults where not being able to borrow against the equity is not enough to get IRS to leave the asset alone. Even IRS policies towards inaccessible equity during the OIC process have changed too!
During this session we will cover:
- New IRM changes impacting asset equity
- When can IRS require pay downs from available equity
- How these change our strategies for Doubt as to Collectiblity Special Circumstances and Effective Tax Administration Offers
- Arguments against making the taxpayer move or sell their home
- Resolution tactics to prevent equity exposure
About Angelene – Angelene is an IRS Enrolled Agent as well as a Certified Tax Resolution Specialist. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on many hundreds of cases in her career and is an instructor in the famous ASTPS Tax Resolution Accelerator (formerly known as the Boot Camp).
Tax Fraud: Recognition & Calculation
Presented by LG Brooks, EA, CTRS
Tax Fraud is identified as separate & distinct from legal tax avoidance positions & strategies. Tax avoidance strategies are typically employed in an effort to legally minimize or litigate actual or potential tax liabilities and tax related debts. Whereas tax fraud has been globally identified & explained as a deliberate and intentional act which defrauds the government by employing misrepresentation tactics, submission of false information, presentation and submission of inaccurate & misleading documents & forms, and other illegal and unethical acts.
Over the years, the IRS has discovered, pursued & successfully prosecuted numerous fraudulent tax actions and it appears, will continue to do so in the future.
By the end of this course, you will understand:
- Identifying certain characteristics related to fraudulent activity
- Explaining the consequences & legal repercussions of tax fraud actions
- Discussing & exploring proper & legal representation tactics related to fraud
- Discussing how to potentially prevent fraudulent tax actions
- Explaining the calculation of a tax fraud assessment or penalty under the law
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.
Winning IRS Audits
Presented by Steven Klitzner, Esq., CTRS
Successfully navigating an IRS audit takes more than just a knowledge of the rules—it requires careful strategy, precise execution, and skilled advocacy. When clients are under examination, the stakes are high, and even minor missteps can lead to major consequences.
In this session, veteran Miami Tax Attorney Steven Klitzner will walk you through the audit and appeals process, providing practical insight from decades of experience representing taxpayers. You’ll discover how to prepare your case for maximum credibility, present it with confidence, and defend it effectively when challenged by the IRS.
By the end of this course you will understand:
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The structure and timeline of the IRS audit and appeals process
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Common pitfalls that can weaken your case—and how to avoid them
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How to build a solid audit file and present your case persuasively
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When and how to escalate a case to IRS Appeals
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Strategic considerations for choosing between audit reconsideration and appeals
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25 actionable tips for navigating IRS audits effectively
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Key questions to ask your client before and during an audit
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 Boot Camp 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. He is well known for the humor he brings to his presentations!
Activities Not Engaged in for Profit
Presented by Larry Lawler, CPA, EA, CTRS
Not all business deductions are created equal—especially when the IRS believes an activity is more of a hobby than a legitimate business. In this critical session, you’ll learn how to properly identify whether an activity is a business, investment, or personal endeavor—and why this classification can make or break a case.
Larry Lawler will walk you through the complexities of IRC §183 and provide real-world insight into how the IRS evaluates profit motive.
By the end of this course you will understand:
- The Nine-Factor Profit Motive Test
- Safe Harbor Rules and how they apply
- The Postponement Election
- Common IRC §183 audit failures and red flags
- Who holds the burden of proof in profit motive disputes
- How IRS examiners investigate and build §183 cases
- Common abuse patterns among high-income taxpayers
- Which business entities are exempt from §183
- Proper reporting requirements to avoid scrutiny
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 Read Internal IRS Codes
Presented by Billy Fauller, EA, CTRS
There’s a lot of “translated” codes when you’re looking at IRS account transcripts but do you know where this information come from? It’s the IRS’ underlying infrastructure, IDRS. Short for Integrated Data Retrieval System. It runs and looks a lot like DOS. There’s no point and click options. You can only navigate the system by being profiled for certain command codes and by using the correct command codes to take you to the right screen. Most of this data can only be interpreted by using IRS account transcripts or the IRS’ own Document 6209 – which is a handbook to help translate all this data.
This program will focus on how to interpret and navigate IDRS information. This will include TXMODA along with other select codes. IRS account transcripts are helpful but they don’t show pending transactions and they don’t show all the data that’s in the system. This will give you the skills to translate what the IRS has in their system, giving you the edge in what’s going on with your client’s account.
By the end of this course you will understand:
- The basis of IDRS
- Different types of IDRS command codes and what they mean
- Full walkthrough of TXMODA
- The most common types of transaction codes
About Billy – Billy is an Enrolled Agent, Certified Tax Resolution Specialist, and National Tax Practice Institute Fellow. He was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017). Since leaving the IRS, his focus has been 100% on IRS representation and tax problem solving. He likes to take in field collection cases and specializes in interactions with Revenue Officers. Currently he’s the Resolution Training Specialist for Anthem Tax Services.
Navigating IRS Lien Discharges from Start to Finish
Presented by Aiysha Hayes, EA
Grab your scuba gear—we’re taking a deep dive into the world of IRS lien discharges. Whether you’re guiding a property sale, refinancing, or resolving a lingering tax lien issue, understanding the discharge process is essential for successful outcomes.
This session will take you step-by-step through the full lien discharge journey—from determining if your client qualifies to obtaining the IRS’s Final Discharge. Along the way, you’ll learn to complete the paperwork correctly, coordinate with third parties, and avoid common hazards that can derail your request.
By the end of this course you will understand:
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What a lien discharge is—and how it differs from a lien release or lien withdrawal
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When and why a taxpayer may qualify for a discharge
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The 9 essential steps for submitting a discharge request and obtaining a Conditional Commitment and Final Discharge
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How to properly complete Form 14135
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The full list of supporting documentation required by IRS Advisory
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Best practices for working with closing attorneys and title companies
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Common pitfalls (“sharks”) that can jeopardize your discharge—and how to avoid them
About Aiysha –Aiysha Hayes helps individuals and small business owners take their lives BACK from the IRS! Those who are at odds with the IRS or simply can’t pay what the IRS is demanding find not only hope in a desperate situation – but real solutions to their tax problems. In response to a strong need from an underserved market, Aiysha established Hayes Tax Relief, a division of Hayes Financial and Tax Services, LLC in 2014.
– Also Featuring –
Q&A with all 6 Speakers
Larry Lawler, LG Brooks, Ang Wierzbic, Steve Klitzner, Billy Fauller, and Aiysha Hayes
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, July 17th
10:00 – 11:00 | Tax Fraud: Recognition & Calculation
11:00 – 11:10 | Break
11:10 – 12:10 | Navigating IRS Lien Discharges
12:10 – 12:20 | Break
12:20 – 1:20 | Activities Not Engaged in for Profit
1:20 – 2:20 | Lunch
2:20 – 3:20 | How To Read Internal IRS Codes
3:20 – 3:30 | Break
3:30 – 4:30 | Finance or Sell That House!
4:30 – 4:40 | Break
4:40 – 5:40 | Winning IRS Audits
5:40 – 5:50 | Break
5:50 – 6:30 | All Speakers Q&A Session
ALL TIMES IN EASTERN
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 Summer Conference you are going to learn best practices from seasoned professionals.
Member Discounts Apply
Membership discounts apply to this program. 15% for Premium members.
Webinar Platform: Zoom
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.
This Events Features: