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Winter Conference

Thursday, January 11th 2024 | Virtual

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Elevate Your Expertise!

In the dynamic world of tax resolution, staying updated and informed is not just a necessity; it’s what sets you apart from the rest.

This is why we’ve tailored the 2024 Virtual Winter Conference specifically for forward-thinking tax professionals like you. This one-day, fully virtual event is a concentrated dive into the latest and most complex topics in tax resolution, featuring five renowned speakers who are at the forefront of the industry.

Each of our expert speakers brings a wealth of knowledge and a fresh perspective on a unique topic. From intricate IRS negotiations to emerging trends in tax law, these sessions are designed to challenge and expand your understanding.

By dedicating just one day to our 2024 Winter Conference, you’re opening doors to advanced knowledge, unparalleled networking opportunities, and the chance to stay one step ahead in the ever-evolving field of tax resolution.


As always, the ASTPS presents great information on topics relevant to today's practice environment with world class speakers. I always attend every event my schedule allows as I hate to miss any information they may be providing.

Peter M.Summer Conference


Dealing with Everchanging Financials

Presented by Angelene Wierzbic, EA, CTRS (1 Hour)

Collection financial statements are meant to report what is happening in the taxpayer’s life now. But what happens when “Now” becomes “Then”?

Situations arise where time has passed and the IRS requests new financials. Practitioners need to know when IRS can do so.

Often when the demand for new information happens, the taxpayer’s financial position has changed. What happens if their position improves? What if it gets worse? When do we withdraw our resolution and look at other options?

You may need to change your path, plan, or advocate for the original position. During this class you will see examples of how to handle situations when taxpayer’s finances change and the rules you can use to guide us.

By the end of this course you will understand:

  • Basics of Financials
  • Planning for time frames
  • When can the IRS can ask for new information
  • What to do when your client’s position changes during various resolutions
  • Planning techniques to deal with changes
  • When to withdraw your proposed solution
  • When to disclose changes
  • Thinking on your feet, strategies for new resolutions

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).

Conducting a TFRP-Form 4180 Interview

Presented by LG Brooks, EA, CTRS (2 Hours)

Taxpayers are usually “horrified” when they receive a notification from the IRS regarding the pursuit of the potential assessment of the “Trust Fund Recovery Penalty” (TFRP) with respect to the existence of unpaid employee withheld payroll tax.

However, prior to the official “notification” of such proposed action, the IRS is usually required to conduct a detailed & thorough “Interview” of the person who has been identified as ….. potentially “responsible” for the non-payment of the withheld tax and furthermore that has also been deemed as not having paid such withheld tax in a “willful” manner.

Tax practitioners & representatives, when engaged by taxpayers, should be professionally aware of the procedures pertaining to the above referenced “Interview”. The practitioner should employ the appropriate “approach” when representing taxpayers during the presentation of IRS Form 4180, “Report of Interview with Individual Relative to Trust Fund Recovery Penalty”, and equally be aware of taxpayer & representative “rights” during such interviews.

By the end of this course you will understand:

  • Identifying & understanding common “TFRP Engagement Approach’s”
  • How to implement the proper “approach”
  • Understanding the “limitations” of a Revenue Officer during the interview
  • Invoking the “taxpayer’s rights” during a TFRP Interview
  • How to assist the taxpayer with the completion of the Form 4180
  • How to divert the IRS’s focus to other potentially responsible persons
  • Understanding when a POA should not allow the conduct of a TFRP Interview &
  • A detailed review & analysis of the major “TFRP” official forms & letters related to the invocation of the Form 4180 Interview process

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.

Mastering Bankruptcy in Tax Resolution

Presented by Gary Bluestein, ESQ., CTRS (1 Hour)

Navigating the intricate intersection of bankruptcy and tax resolution is a vital skill for any tax professional seeking to provide comprehensive solutions to clients with federal and state tax challenges. Our focused session on this topic is designed not just to inform but to transform your approach to tax controversy practice.

We delve deep into the various types of bankruptcies, unravel the complexities of discharging income and payroll taxes, and equip you with strategic insights to leverage bankruptcy as a powerful tool in your arsenal.

By the end of this course you will understand:

  • The Intricacies of Tax Discharge Rules – Uncover the nuances and legal criteria for discharging taxes in bankruptcy, a knowledge crucial for advising clients accurately and effectively.
  • Strategic Timing for Bankruptcy Filings – Learn how to meticulously time bankruptcy filings to maximize client benefits.
  • Holistic Approach to Tax Resolution – Explore how bankruptcy compares and contrasts with other tax resolution strategies.

About Gary – Gary Bluestein, focuses his practice exclusively on tax representation. Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney. Gary was hired by the Department of Treasury through the Government’s Honors Program. During his Government Service, Gary represented the IRS in both the United States Tax Court and the United States Bankruptcy Court. He also served on several National Task Forces addressing IRS enforcement issues and received numerous Government Merit Awards for his work related thereto.

How To Address Select Information Return Penalties

Presented by Billy L. Fauller, III, EA, CTRS (1 Hour)

You may or may not know about the international penalties associated with Forms 5471 and 5472 but each of these can be staggering. Specifically, there’s no ceiling on Form 5472 penalties. Domestically, there’s a penalty for failing to file W-2’s with intentional disregard. Three very different penalties, but what to do with them? There’s a lot out there, plenty to go over BUT – Did you know that you can leverage facts, circumstances, precedence, AND the IRS’ own internal records to resolve these penalties?

This program will focus on providing an informative view of these penalties along with what you should ask for when asking for internal records, how to prepare your request for penalty relief, alternatives to elevating abatement, and how to “thread the needle” with the IRS.

By the end of this course you will understand:

  • What Forms 5471 and 5472 are all about.
  • How information return penalties are handled at the IRS.
  • Legal theory about international penalties.
  • How to ask for the right records at the IRS.
  • Means of proposing penalty relief.
  • Preparing a directed request for relief.

About Billy –Billy is an Enrolled Agent, Certified Tax Resolution Specialist, and National Tax Practice Institute Fellow. He was an IRS Revenue Officer for nearly eight years (Active between 2009 and 2017). Since leaving the IRS, his focus has been 100% on IRS representation and tax problem solving. He likes to take in field collection cases and specializes in interactions with Revenue Officers.

Providing Information to the IRS – A Guide for Tax Pros

Presented by Steven Klitzner, Esq., CTRS (1 Hour)

Have you ever wondered what documents you are required to give to the IRS when they request them? This course offers valuable insights into the legal frameworks and strategic approaches to dealing with various IRS requests and audits.

In this session you will receive practical advice, real-life scenarios, and a thorough understanding of the complexities involved in providing information to the IRS, ensuring that practitioners can navigate these situations with confidence and expertise.

By the end of this course you will understand:

  • Understanding the legal obligations under IRC 6001, focusing on what documents are necessary to provide to the IRS.
  • Detailed analysis of Circular 230, particularly concerning proper and lawful requests by the IRS and the practitioner’s responsibilities when specific documents are not in their control.
  • Effective strategies for handling IRS summons and Information Document Requests (IDRs), including evaluating the necessity and scope of the documents requested.
  • What information to provide in Collection and Audit cases.
  • If you should allow the IRS to talk to your client.
  • What the IRS can summons and how to respond.
  • When and how to invoke privilege.

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!

– The Winter Conference Ends With – 

1 Hour Q&A with all 5 Speakers

Gary Bluestein, LG Brooks, Ang Wierzbic, Steve Klitzner, and Billy Fauller

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 11th

10:00 – 11:00 | Addressing Information Return Penalties

11:00 – 11:10 | Break

11:10 – 1:00 | Conducting a TFRP-Form 4180 Interview

1:00 – 2:00 | Lunch

2:00 – 3:00 | Dealing with Everchanging Financials

3:00 – 3:10 | Break

3:10 – 4:10 | Providing Information to the IRS

4:10 – 4:20 | Break

4:20 – 5:20 | Mastering Bankruptcy in Tax Resolution

5:20 – 5:30 | Break

5:30 – 6:30 | All Speakers Q&A Session


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.

Webinar Platform: Zoom

Connection Test: January 10 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.



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 attending a program like the winter 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.

Register Now!

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$ 297.00

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Standard Membership

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This program provided extremely current and useful information.

Bill B.Super Conference

ASTPS is the first place I go for CPE - thanks for all of your fine work. You are the best!!!

Judy S.Spring Conference

This was great. Nice bursts of different meaningful categories!! Presenters were wonderful.

Val W.Summer Conference

Always learn more than I expect. Thanks for having experienced professionals willing to help share their valuable knowledge.

Nathan N.Spring Conference

People thought I was crazy to sign up for a full day of tax talk. They were so wrong. These were great topics, the presenters top notch, and materials well presented. I know I learned about tools that will make my job easier and keep my work accurate. Thank you for a terrific day and a ton of knowledge!

Wendy M.Summer Conference

This was a fabulous experience for me. My grateful thanks to all the presenters and staff!

Jane W.Super Conference

Thank you! It is always a pleasure to be in an ASTPS session - I always learn a lot.

Latonia R.Spring Conference

As always, the ASTPS presents great information on topics relevant to today's practice environment with world class speakers. I always attend every event my schedule allows as I hate to miss any information they may be providing.

Peter M.Summer Conference

As always, the ASTPS presents great information on topics relevant to today's practice environment with world class speakers. I always attend every event my schedule allows as I hate to miss any information they may be providing.

Peter M.Summer Conference

This is my first ASTPS conference. I have been working as an EA for several years. The material I was presented today will really help me step up my operations. I am looking forward to additional conferences. Thank you.

Tod F.Spring Conference

Always get something from these conferences and the updates. Keeps me moving
in the right direction in this area.

Valerie L.Summer Conference

I enjoyed the variety of each program. It kept the flow of information interesting.

Brian B.Spring Conference

I feel empowered to move forward confidently in my business.

Dejorian M.Super Conference