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Winter 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 Winter 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 4 presentations taught by 4 different instructors. Set aside just one day to gain skills and knowledge to help you better represent your clients before the IRS.
4 ALL NEW PRESENTATIONS WITH Q&A!
Defending Taxpayers with Economic Hardship Rules
Presented by Lawrence Lawler, CPA, EA, CTRS (2 Hours)
Economic hardship is the Swiss Army Knife of tax problem resolution, it is mentioned hundreds of times in the Internal Revenue manual. Yet, many practitioners may not recognize how powerful a tool it is when representing a taxpayer before the IRS. After this presentation you will know when to contend economic hardship for your client. Some of the uses of economic hardship are found in cases involving CNC, non filers, innocent spouse, installment agreements, and more.
After this course you will understand:
- Where the IRC discusses economic hardship
- The opinion of the tax court on economic hardship
- How economic hardship can help with the levy release
- How economic hardship can help with Currently Not Collectable (CNC)
- How to use economic hardship even when returns are not filed
- Economic hardship in an innocent spouse case
- Economic hardship in an Offer in Compromise (OIC) case
- Getting the taxpayer advocate involved when economic hardship exists
- And more!
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.
Defending Yourself from Taxpayers
Presented by LG Brooks, EA, CTRS (1 Hour)
Taxpayer representatives generally approach representation with the intent of doing everything possible to reduce taxes, eliminate penalties, and generally protect their clients from unwarranted IRS actions. Frequently a taxpayer arrives at the professional’s office with a certain amount of urgency due to the fact that they have neglected to act on IRS notices. Many practitioners react immediately and commence representing the taxpayer without a proper engagement letter. Engagement letters are critical in protecting your professional license and after this session you will understand:
- When to Use an Engagement Letter
- Effects of Engagement Letter
- Considerations for Drafting an Effective Engagement Letter
- Engagement Letter Checklist
- Disengaging or Disengagement Letter
- Negative Engagement Letters
- Federal & State Engagement Letter Concerns
- Attendees will receive a sample engagement letter
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.
Defending the Innocent Spouse
Presented by Veronica Marelli, EA, CTRS (1 Hour)
IRC 6015 is a powerful tool often overlooked in representation cases. After this session you will be familiar with the many new opportunities to protect the taxpayer as well as the new rules related to innocent spouse cases. Veronica will explore real life scenarios and provide an update for changes made by the Taxpayer First Act.
By the end of this course you will understand:
- New deadlines for Equitable relief rules you need to know
- Procedures for relief from liability applicable to all joint filers
- Procedures to limit liability for taxpayers no longer married or taxpayers legally separated
- When the tax court has jurisdiction for innocent spouse cases
- What issues a practitioner needs to consider when a tax prep clients wants you to you to represent them in an innocent spouse case
- Can you represent one former spouse in an innocent spouse request for relief and the other former spouse in an OIC?
About Veronica – Veronica is a is an Enrolled Agent and Certified Tax Resolution Specialist with over 20 years of experience. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution.
Defending Taxpayers Means Helping Them Make the Right Decisions
Presented by Steven Klitzner, Esq., CTRS (2 Hours)
Decisions, Decisions, Decisions – The IRS wants to speak to your client. What do you recommend? The IRS wants your client to extend the Assessment Status of Limitations on an audit. What do you do? Your client has the right to request a Collection Due Process or Equivalent Hearing. Which do you choose? There are best practices and there are exceptions to every rule. Knowing the reasoning that guides collection and audit case decisions is critical to the professional as the architect of the taxpayer’s defense plan. Miami Tax Attorney Steve Klitzner will illustrate how to examine the facts and circumstances to make the best decisions on your tax resolution cases. Steve will take you step by step through the tools and strategies to get the best results for your clients
By the end of this course you will understand:
- The important issues that will affect the outcome of a tax resolution case
- Taxpayer rules and rights when representing them in Collection and Audit cases
- How to weigh the facts of each situation to make the proper decisions for your clients on a case-by-case basis.
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!
– New Feature –
1 Hour Q&A with all 4 Speakers
Larry Lawler, LG Brooks, Steve Klitzner, and Veronica Marelli
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.
Event Details:
Thursday, Jan 6th
10:00 – 11:40 | Economic Hardship Rules
11:40 – 12:00 | Break
12:00 – 1:00 | Defending Yourself from Taxpayers
1:00 – 2:00 | Lunch Break
2:00 – 3:00 | Defending the Innocent Spouse
3:00 – 3:10 | Break
3:10 – 4:50 | Tax Resolution Decisions
4:50 – 5:00 | Break
5:00 – 6:00 | All Speakers Q&A Session
ALL TIMES IN EASTERN
The Winter 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: January 4 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.