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Summer Conference
Presented by the American Society of Tax Problem Solvers.
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 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 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.
6 ALL NEW PRESENTATIONS!
How to Avoid being blindsided by the IRS when you submit an OIC
Presented by Angelene Wierzbic, EA, CTRS
Sometimes we have a client with a perfect OIC scenario, but when we submit it to the IRS, they blindside us with a hidden scenario that we were unaware of and return the OIC. Or even worse, we get past that processing phase just to find out some pitfall catches us and causes a rejection.
There are hidden compliance issues which can prevent processing that we should be aware of as practitioners. Things like unassessed Trust Fund Taxes can deem your OIC unprocessable. Don’t fall into the IRS trap and get your perfect OIC bounced.
By the end of this course you will understand:
- The importance of Current Tax Payments
- How Corporate/Partnership Compliance Impacts an OIC
- The impact of Trusts & Estates on an Individual’s OIC
- Other Factors the IRS review during the OIC process
- Things that may potentially disqualify your client from an OIC
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).
Audit Reconsideration – Righting What Once Went Wrong
Presented by Steven Klitzner, Esq., CTRS
A taxpayer comes to you with a bill from the IRS resulting from a closed audit. He tells you that he has proof that he does not owe the money. However, it is too late to appeal and too late to file a petition in Tax Court. Miami Tax Attorney Steven Klitzner takes you step by step through the Audit Reconsideration process. Steve will show you how to get the IRS to reopen the case and correct the assessment.
By the end of this course you will understand:
- How to avoid an Audit Reconsideration.
- How to prepare a request for Audit Reconsideration.
- Each step in the Audit Reconsideration process.
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!
Trust Fund and Request for Refund (How to build a case to remove the TFRP using an 843)
Presented by Billy Fauller, III, EA, CTRS
You are likely familiar with the Trust Fund Recovery Penalty or TFRP, BUT – aside from appealing the proposed assessment, did you know that you can make a request to remove the TFRP by making an administrative request on Form 843 (Claim for Refund and Request for Abatement)?
This program will provide an overview of the Trust Fund Recovery Penalty with an emphasis on evidence gathering and using Form 843 to prevail on the IRS as to why they should accept your request for refund, effectively undoing the TFRP. This will include what to request in a FOIA, what criteria need to be met for refund, analyzing the IRS’ TFRP file, and reconciling requirements in the IRM.
By the end of this course you will understand:
- The Trust Fund Recovery Penalty or TFRP
- Requesting and reviewing IRS records through FOIA
- Gathering evidence to rebut the TFRP
- Applicable criteria when using Form 843
- Assembling your Form 843
- What to expect from an IRS response
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.
CP2000: Beginning to End and beyond
Presented by David Ramirez, EA, JD, MST, USTCP
The IRS received billions of third-party information returns in FY 2021 that have been matched against filed 1040 tax returns. The IRS Automated Underreporter Program closed 2,362,596 cases with 10,261,153 in additional assessments. The CP2000 program is cost effective for the IRS and is a money generator for both the IRS as well as the Tax Practitioner.
You need to know how and why the CP2000 is started and how to resolve it as efficiently and effectively as possible. Knowing when and how to properly respond to the IRS is critical to resolving the proposed assessment. You also need to know how to challenge the IRS if you disagree with their proposal and how to respond to and challenge a proposed IRS accuracy related penalty, if applicable.
By the end of this course, you will understand:
- What a CP2000 is
- How you can prevent a CP2000
- How to respond a CP2000
- How to challenge the IRS proposed assessment
- How to challenge an accuracy related penalty
- What to do if a statutory notice of deficiency is issued
- How to challenge an assessment if no tax court petition is filed
About David – David worked for the IRS for nearly 8 years. He has a Bachelor of Science in Business Administration, a Juris Doctor with a Specialization in Taxation, a Masters in Taxation, and a Masters level Certificate in Accountancy. He is a long time member of ASTPS and his tax resolution practice is located in Honolulu , HI.
Federal Tax Liens: How to Get Them Discharged When Selling Property
Presented by Jack Beige, JD
Federal tax liens are like little time bombs, most taxpayers open the notice, read it and don’t really understand what it means. If they do open it, they usually don’t care because they’re not selling their home or property. Still others don’t even open the notice because it bears the mark of the Cain. It’s Registered and must be “signed for”, so they must avoid contact at all costs.
As we know FTL’s just lay there waiting. Then suddenly one day when the taxpayer decides the want to sell or have to sell their home or property, BOOM!!!. “Where did that come from, I never got that”.
As their tax resolution expert, when they decide to sell their property, you can be the one to reduce the pain and embarrassment. Whether the proceeds of the sale will full pay or only partially pay down their outstanding liabilities, you make the sale process go smoother for the attorneys, the title company, and most of all your client. Whether the sale of the home or property is by choice or not, you are the shield protecting the taxpayer’s interest against the taxing authority.
By the end of this course you will understand:
- The property sale process from start to finish,
- How to find out what the taxpayer(s) owe and for what tax periods,
- How to confirm the outstanding liens and the CSED’s,
- How to effectively work with the IRS to resolve the issue and get the sale done efficiently,
- How to possibly get the moving expenses paid from the proceeds of the sale even if the IRS is not fully paid,
- How to be the “best gift” to the attorneys, the title company and most importantly your client
- How your first case can be the source of referrals from attorneys and title companies,
About Jack– Jack’s practice in Smithtown, NY primarily focuses on representing businesses and individuals who have delinquent tax issues with both the Internal Revenue Service and New York State Department of Taxation & Finance. He is a long time member of the American Society of Tax Problem Solvers and is admitted to practice before the United States Tax Court.
The Notice of Deficiency & AJAC
Presented by LG Brooks, EA, CTRS
It is not unusual for taxpayers and/or their representatives to disagree with formal determinations made by the Internal Revenue Service (IRS). Typically, the procedure is invoked regarding any “un-agreed” tax case that involves a “tax deficiency,” which in-turn may require the IRS to issue a “Notice of Deficiency” (aka “90-Day Notice”).
The issuance of the Notice of Deficiency entitles the taxpayer to certain “rights” with respect to pursing potential litigation and/or other judicial resolution options of the tax matter. Whether a taxpayer should pursue the tax matter subsequent to the issuance of the “Notice of Deficiency” is a judgmental decision that may be influenced by numerous issues such as previous evidence, substantiation, documentation, and viable arguments presented during the pre-Notice of Deficiency proceedings (Audit or Appeals). Additionally, practitioners should be equally aware of any other options that may exist subsequent to the issuance of the Notice of Deficiency and how the “Appeals Judicial Approach Cultural” (AJAC) Project interacts with the formal issuance of a “90-Day Notice”.
During this course we will:
- Discuss and explain the provisions, requirements, and legal effect, pertaining to the issuance of the Notice of Deficiency
- Provide guidance with respect to the representation of taxpayers subsequent to the issuance of the Notice of Deficiency
- Demonstrate & discuss other “non-judicial” options available to taxpayers prior to the consideration of continuing a tax matter via the filing of a Tax Court Petition.
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.
– New Feature –
1 Hour Q&A with all 6 Speakers
Billy Fauller, Angelene Wierzbic, Steven Klitzner, David Ramirez, Jack Beige, LG Brooks
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:
Friday, July 15th
10:00 – 11:00 | The Notice of Deficiency & AJAC
11:00 – 11:10 | Break
11:10 – 12:10 | Blindsided by the IRS when you submit an OIC
12:10 – 12:20 | Break
12:20 – 1:20 | CP2000: Beginning to End and beyond
1:20 – 2:30 | Lunch Break
2:30 – 3:30 | Trust Fund and Request for Refund
3:30 – 3:40 | Break
3:40 – 4:40 | Federal Tax Liens: How to Get Them Discharged
4:40 – 4:50 | Break
4:50 – 5:50 | Audit Reconsideration
5:50 – 6:00 | Break
6:00 – 7:00 | All Speakers Q&A Session
ALL TIMES IN EASTERN
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: July 13th at 1:00pm 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.