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ASTPS Summer 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.

5 ALL NEW PRESENTATIONS!

What are the chances of your OIC being accepted?

Presented by Larry Lawler, CPA, EA, CTRS (Special 2 hr event!)

The OIC acceptance rate has been hovering around 30% over the last few years according to the IRS Data Books. Experienced IRS representatives often see OIC acceptance of over 90%. In this 2 hour course we will cover the critical factors to consider to improve your personal acceptance rate.

After this course you will understand:

  • Who Evaluates the Reasonable Collection Potential of an Offer
  • When and Why an OIC is Sent to a Field Office
  • Understanding the Decision to Accept or Reject
  • Components of Collectibility
  • Considerations Beyond Finances
  • OIC Acceptance Despite Larger PPIA
  • Several Sample Cases Accepted and Not

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.

CAF Unit Update

Presented by Christine Sackett, IRS Senior Tax Analyst

We are lucky enough to have IRS Senior Tax Analyst Chris Sackett joining us on the 2021 Summer Conference! She oversees the Centralized Authorization File (CAF), Practitioner Priority Service (PPS), Disclosure, Integrated Automation Technologies (IAT) and the Transcript Delivery System (TDS) programs. We are going to do a deep dive into the best practices including:

  • Current Challenges
  • Authorization Processing-Required Elements for Form 2848/Form 8821
  • Common Reason for rejections
  • Smart Forms-Benefit of use
  • Duplicate Submissions/ Impact
  • COVID19 Impact/Recovery
  • EFS-TDC-Tax Pro
  • Successes

About Chris – Chris is the Accounts Management Headquarters Senior Tax Analyst for the Specialties Team. She oversees the Centralized Authorization File (CAF), Practitioner Priority Service (PPS), Disclosure, Integrated Automation Technologies (IAT) and the Transcript Delivery System (TDS) programs for IMF/BMF sites for Accounts Management. She is technically versed in each of these programs and has played a key role in the pandemic recovery efforts.

Chris has worked for the Internal Revenue Service for 32 years. Of that, 28 years have been in Accounts Management holding a wide range of positions from a Customer Service Representative, Supervisory Contact Representative, Tax Analyst, Supervisory Tax Analyst, and Headquarters Senior Analyst. Her Post of Duty (POD) is Ogden, Utah.

Passport Certification & Revocation Procedures

Presented by Steven Klitzner, Esq., CTRS

Since 2015, IRC §7345 requires the IRS to “certify” to the State Department that a person has a “seriously delinquent tax debt”. For these taxpayers, their passports can be denied, revoked or limited.

By the end of this course you will understand:

  • How to identify taxpayers in danger of losing their passports.
  • The steps necessary to prevent passport certification.
  • The procedures to reverse passport certification.
  • How to expedite decertification.

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!

Best Practices for Mitigating the TFRP

Presented by Billy Fauller, III, EA, CTRS

The IRS has wide discretion in asserting the trust fund recovery penalty, but did you know that there are certain strategies you can adopt to help mitigate the TFRP, both pre-and-post assessment? This course will focus on trust fund issues, along with pre-planning strategies, appealing the proposed assessment, and attempting to resolve the TFRP after the fact.

By the end of this course you will understand:

  • The Trust Fund Recovery Penalty
  • Pre-planning strategies to help mitigate the TFRP
  • Negotiating with a Revenue Officer to help avoid the TFRP
  • Appealing the proposed assessment
  • Post-assessment strategies to try and remove the TFRP

About Billy – Billy was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017).  Shortly after leaving he founded Inside Out Tax Resolution Services just outside of St. Louis Missouri. His practice is 100% focused on helping individuals and business owners resolve their tax problems.

Securing a $100,000 Refund –
Outside the Statute of Limitations

Presented by Eva Rosenberg, EA

As Tax Representatives, we are generally dealing with taxpayers who file tax returns well beyond the statute of limitations for refunds. Yet, sometimes our clients have acted in good faith during all the non-filer years – by having withholding or making excessive estimated tax payments – to ensure that their tax obligations are covered. Is there any way to help them get their refunds beyond that 3 year statute? Yes, there is – if certain conditions are met. We will discuss a case study of a taxpayer who was able to secure a refund in excess of $100.000 – and how that was achieved.

By the end of this course you will understand:

  • The statute of limitations on securing refunds
  • The loopholes in those statutes of limitations
  • The concept of paying deposits instead of estimated tax payments
  • What to do when your Appeal is turned down
  • How the Taxpayer Advocate can help
  • What records and documentation you should be prepared to provide to Appeals, or Tax Court, if it goes that far
  • And how persistence always makes a difference

About Eva– Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the program for UCLA Extension over 20 years ago. These days, she’s teaching her own course online at www.irsexams.school. Eva has a B.A. in Accounting and an M.B.A. in International business. A Certified Tax Coach and Certified Tax Resolution Specialist, Eva has been a TaxWatch columnist for Dow Jones’ www.MartketWatch.com and author of the ever-popular book, Small Business Taxes Made Easy.

Event Details:

Tuesday, Aug 24th

10:00 – 11:40 | What are the chances of OIC acceptance

11:40 – 12:00 | Break

12:00 – 1:00 | Securing a $100,000 Refund – Outside the SOL

1:00 – 2:00 | Lunch Break

2:00 – 3:00 | CAF Unit Update 

3:00 – 3:10 | Break

3:10 – 4:10 | Best Practices for Mitigating the TFRP

4:10 – 4:30 | Break

4:30 – 5:30 | Passports

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 Summer 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: August 23rd 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 AUG 20th

Early Bird Pricing Available Now Through Aug 20th.

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