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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.
5 ALL NEW PRESENTATIONS!
How Long Can the IRS Collect? Navigating the CSED
Presented by Angelene Wierzbic, EA, CTRS
Navigating the Collection Statute Expiration Date can sometimes be a confusing process, as certain actions made by the taxpayer stop and start the collection statute. But understanding the basis and calculation of the CSED is necessary when evaluating the best case resolution.
The CSED can help us decide if the best route for our taxpayer may be to ride out the statute of limitations or request an Installment Agreement, Offer in Compromise, or Partial Pay Installment Agreement. The CSED is also used by the IRS to determine certain case actions as well. Having a through understanding of the CSED can help us as practitioners make better decisions and through evaluations for our clients.
By the end of this course you will understand:
- What is the CSED?
- Actions which freeze the collection statute and change the CSED
- Basic calculations of the CSED
- How the CSED helps us determine resolutions
- Evaluation of cases based upon the CSED
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).
Best Practices When The IRS Wants To Interview Your Client
Presented by Steven Klitzner, Esq., CTRS
One of the things your client wants you to do is keep the IRS far away from them. The last thing they want is to talk to them. That is one of the reasons they hired you. A Revenue Officer or Revenue Agent wants to interview your client. What do you do? How do you prevent it?
Miami Tax Attorney Steven Klitzner will explain the law as it relates to the IRS talking to the taxpayer when you have a Power of Attorney. He will show you how to exercise your rights and how to prevent the meeting. Steve will also discuss the exceptions to the rule, so you can identify the times when the IRS interview is in your client’s best interest.
By the end of this course you will understand:
- Procedures involving taxpayer interviews under Code Section 7521(c).
- Summons authority of the IRS under United States vs. Powell
- When to allow the IRS to talk to your client.
- When not to allow the IRS to talk to your client.
- Steps you can take to prevent an IRS interview.
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!
IRS Contingency Fees
Presented by LG Brooks, EA, CTRS
Understanding and Applying Contingency Fees in IRS Cases is a crucial area of study for tax professionals. When dealing with IRS matters, certain situations may lend themselves to contingency fee arrangements. Contingent fee arrangements are regulated by the IRS under Circular 230, and tax professionals must have a clear understanding of these regulations to offer the best advice to their clients.
Through this course, you’ll be empowered to navigate the complexities of contingency fees in IRS cases. We’ll break down the IRS’s guidelines for such fees and explain the exceptions where they can be applied.
By the end of this course, you will understand:
- The basis of contingent fees in IRS cases
- IRS Circular 230 regulations and the three exceptions permitting contingent fees
- The implications of the Ridgely v. Lew case on contingent fee regulations
- How to determine when a contingency fee is permissible
- How contingency fees operate in practice, using real-life scenarios
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.
IRS Penalties: What’s New & What You Must Know
Presented by Deborah Weber, ESQ. (1 Hour)
This session will focus on recent cases regarding penalties as well as procedural issues you should consider when seeking IRS penalty abatement. This session will also discuss the recent cases involving FACTA and penalties associated therewith.
By the end of this course you will understand:
- Recent caselaw regarding penalty abatement
- Procedural consideration when seeking penalty abatement
- Recent cases involving penalties associated with FACTA reporting
About Deborah – Deborah is an attorney with over 30 years of experience practicing exclusively in the areas of tax representation of clients before the Internal Revenue Service and New York State Department of Tax and estate planning. Deborah and her longtime business partner Gary Bluestein, have represented thousands of clients successfully obtaining resolutions through all matters of controversy beginning with audit through the collection process. Her business, Tax Resolution Consulting and Estate Planning, is located in Buffalo, NY.
Tax Resolution Cousins: CNC & PPIA
Presented by Larry Lawler, CPA, EA, CTRS (2 Hours)
After the Currently Not Collectible part of this presentation, attendees will know the characteristics of Currently Not Collectible (CNC) status, including the role of the RO and ACS, the interest and penalty rules, and when collection can resume. Your presenter, Larry Lawler, will also discuss “53ing” an account and the process of recording the CNC determination plus:
- When an account should be reviewed again for possible collection.
- Filing liens before an account is reported as CNC.
- Conditions when liens are not filed in CNC cases.
- The timing of the release of a levy.
- Releasing a levy due to hardship. (Vinatieri case and contradiction)
- IRS notifications related to CNC determinations and the relevant IRM sections.
- The role of Appeals in CNC determinations.
As a bonus, Larry will include the legal sufficiency of an Installment Agreement that includes a Restitution Based Assessment (RBA). Finally, Larry will disclose an action IRS may take to avoid CNC on an RBA.
Once he completes the CNC part of the presentation, Larry will help you to know what you need to know to get IRS approval for a Partial-Pay Installment Agreement (PPIA). He will highlight the significant differences between the CNC and PPIA. The PPIA discussion will also cover the following:
- Evaluating the Collection Information Statement (CIS).
- Effect of prior Installment Agreements.
- When a Revenue Officer should request extending Collection Statute Expiration Date (CSED).
- What to expect when your client has defaulted on a PPIA.
- How to deal with client-owned assets in a Partial-Pay Installment Agreement.
- When the IRS can request the Statute of Limitations extension for a PPIA.
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.
– New Feature –
1 Hour Q&A with all 5 Speakers
Larry Lawler, LG Brooks, Ang Wierzbic, Steve Klitzner, and Deborah Weber
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 20th
10:00 – 11:00 | The IRS Wants To Interview Your Client
11:00 – 11:10 | Break
11:10 – 1:00 | Tax Resolution Cousins: CNC & PPIA
1:00 – 2:00 | Lunch
2:00 – 3:00 | IRS Contingency Fees
3:00 – 3:10 | Break
3:10 – 4:10 | Navigating the CSED
4:10 – 4:20 | Break
4:20 – 5:20 | IRS Penalties: What’s New
5:20 – 5:30 | Break
5:30 – 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 and 5% for Standard members.
Webinar Platform: Zoom
Connection Test: July 18th 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.
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