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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!
The Other Asset Issues: Dissipation, Fraudulent Conveyance, Nominees & Alter Egos
Presented by Angelene Wierzbic, EA, CTRS
When dealing with assets in collection cases, many resolutions require disclosure of them on the Collection Information Statement. The assets are reported based upon the taxpayer’s current situation.
However, sometimes the taxpayer previously owned assets which are not required to be listed, but IRS had laid claim to the equity in them. There are situations where IRS can claw back that asset equity and require it to be included in the resolution or attach liens to property owned by others. There are also situations where the line between the taxpayer and a related entity is so blurred by co-mingled actions, IRS can look at the taxpayer and the entity as one and the same. These Alter Ego scenarios expose assets held by the entity to enforced collections on the individual.
As practitioners, we must be aware of when and how the IRS gets this ability to claw back assets or make those Alter Ego claims. Knowing potential points of exposure helps us ask better questions of our clients, do a better job analyzing our cases, and defending IRS claims against our clients.
By the end of this course you will understand:
- The definitions of Dissipated Assets, Fraudulent Conveyances, Nominees and Alter Egos
- The differences between these asset issues
- Basis for IRS claims
- How IRS identifies assets the taxpayer no longer owns
- How asset issues can complicate your resolution request
- Ways to defend IRS asset claims
- Important asset questions to review with your clients
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).
IRS Criminal Investigations
Presented by LG Brooks, EA, CTRS
Tax representatives may be engaged to provide taxpayers and clients with professional, accurate, and legal tax advice concerning various tax matters. However, a “thin gray line” may exist between advising taxpayers pertaining to a civil tax matter and when or if the matter develops into a potential criminal matter.
Non-attorney tax practitioners and representatives may be required to decide between an aggressive civil tax approach versus a non-aggressive (but firm) potentially criminal tax perspective and knowing when & how to extract themselves from an IRS criminal investigation matter. The tax practitioner should be careful to maintain ethical and professional standards to avoid becoming a “target” or a “subject” of the criminal investigation as well.
By the end of this course, you will understand:
- Understanding how to properly interact with IRS-CI upon initial contact
- Understanding the three initial questions to ask IRS-CI upon initial contact
- Understanding how “privilege” works with respect to a criminal investigation
- Determining how to control initial interaction between the taxpayer & IRS-CI personnel
- Discussing, determining & understanding the taxpayer’s rights during a criminal investigation
- Understanding how & when the client should invoke their 5th Amendment Privilege
- Understanding the process of the “Kovel Letter” engagement
- We will also discuss IRS Summons, Search Warrant Procedures & many other CI related issues
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.
Levies – What Can The IRS Take?
Presented by Steven Klitzner, Esq., CTRS
The IRS has a powerful tool at its disposal: the levy.
This course, led by Miami Tax Attorney Steven Klitzner, delves into the intricacies of IRS levies, detailing what assets the IRS can seize, including wages, bank and investment accounts, receivables, social security benefits, real estate, and other property.
By the end of this course you will understand:
- Types of Levies: Differentiating between one-time and continuing levies.
- Exemptions: Identifying which assets are exempt from levies.
- Retirement Accounts: Understanding the requirements for the IRS to levy retirement accounts.
- Statute of Limitations: Discovering which levies survive the statute of limitations.
- Federal Levy Payment Program: Exploring the workings of this program.
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!
Narrow Escape: Dealing with a Guilty Taxpayer
Presented by Larry Lawler, CPA, EA, CTRS
In the high-stakes world of tax defense, difficult situations can arise. What should you do if you believe your client is guilty, or if you are facing a tenacious Revenue Agent? In this engaging and informative session, Larry Lawler will provide strategies for navigating these challenging scenarios and potentially saving clients who have been “their own worst enemy.”
By the end of this course you will understand:
- Badges of Fraud: Learn how these indicators of fraud can be leveraged to defend your client.
- Taxpayer Negligence: Discover how a taxpayer’s negligence might be turned to their advantage.
- Key Supreme Court Case: Explore the pivotal Supreme Court case that can help avoid a fraud finding.
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 do I Help a Resolution Client with Crypto Tax Trouble?
Presented by Taylor Zork, CPA
In the evolving landscape of cryptocurrency and digital assets, tax professionals face unique challenges and opportunities. This presentation is designed to help participants understand and navigate the complexities of crypto taxation and IRS initiatives. It provides a foundational understanding for tax resolution professionals new to the web3, defi, crypto, and blockchain sectors, emphasizing practical strategies and tax compliance.
Participants will then explore critical statistics highlighting taxpayer noncompliance within the crypto space, underscoring the growing need for knowledgeable tax professionals in this niche. The presentation shifts to a comprehensive guide on engaging with crypto clients, spotlighting common pitfalls and mistakes to avoid, ensuring professionals can confidently navigate these waters.
By the end of this course you will understand:
- IRS Crypto-Specific Initiatives
- Taxpayer Noncompliance Statistics
- Mistakes to avoid when dealing with a troubled taxpayer that has crypto
About Taylor – Taylor Zork is a CPA with a specialized focus on the crypto industry. Since 2018, Taylor has been a pioneering figure in the crypto accounting space, addressing the unique accounting challenges presented by crypto and DeFi protocols. Taylor’s passion lies in applying “Accounting Theory” to solve new challenges in the crypto industry. With his deep industry experience and commitment to education, Taylor is leading the way in shaping the future of crypto accounting. As the founder of CryptoCFOs, he is dedicated to driving the platform’s success and making a significant impact in the crypto accounting field.
– Also Featuring –
1 Hour Q&A with all 5 Speakers
Larry Lawler, LG Brooks, Ang Wierzbic, Steve Klitzner, and Taylor Zork
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 18th
10:00 – 11:00 | Narrow Escape: Dealing with a Guilty Taxpayer
11:00 – 11:10 | Break
11:10 – 1:00 | IRS Criminal Investigations
1:00 – 2:00 | Lunch
2:00 – 3:00 | Crypto Tax Trouble
3:00 – 3:10 | Break
3:10 – 4:10 | The Other Asset Issues
4:10 – 4:20 | Break
4:20 – 5:20 | Levies – What Can The IRS Take?
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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