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Winter Conference

Thursday, January 12th 2023 | Virtual

The Winter Conference is Presented by ASTPS

One day to advance 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 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 jam packed with a total of 6 presentations taught by 7 different instructors. Set aside just one day to gain skills and knowledge to help you better represent your clients before the IRS.


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


Offer in Compromise? Bankruptcy? Both?

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

The combination of the Pandemic and the increase in IRS enforcement will not only create more clients needing tax problem resolution, but will also make critical tools even more valuable. This discussion will focus on case studies that will demonstrate the strategies and benefits of an offer in compromise versus a bankruptcy filing.

By the end of this seminar you will understand how both an offer in compromise and bankruptcy can be used to resolve a tax liability. Also the session will demonstrate how, depending on the scenario, one of these options can be so much better than the other. You will also learn advanced strategies and how at times both can be used together to achieve the best results.

By the end of this course you will understand:

  • How both an offer in compromise and bankruptcy can be used to resolve a tax liability
  • Similarities & differences between OICs and Bankruptcy
  • How OICs and Bankruptcy can be used together
  • Plus a whole lot more!

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.

What EVERYONE Needs to Know About Community Property Law & Procedures

Presented by LG Brooks, EA, CTRS (1 Hour)

Applying Community Property (CP) law in resolution of a federal tax matter can be confusing, ambiguous and vague. Complications may develop during the representation of a taxpayer in both Collection or Examination (audit) cases.

Regardless of your residence, you may encounter these arcane rules when a taxpayer from a CP state seeks your help or a former CP state resident moves to your area.

State CP laws vary from state-to-state and have a profound effect on the presentation of a tax matter before the Internal Revenue Service (IRS). This presentation is designed to discuss, explore, and explain the current applicable legal guidelines & appropriate administrative procedures pertaining to community property issues.

By the end of this course you will understand:

  • How the IRS employs the CP laws with respect to a federal tax matter
  • How to define community income & community expenses
  • How to calculate community income & allowable community expenses
  • How to determine when a married individual is not subject to Community Property Law
  • The effect of a Pre-Nuptial or Post Nuptial Agreement in each Community Property State
  • How to properly prepare an IA or OIC concerning a liable or non-liable spouse
  • Plus a whole lot more!

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.

Best Practices to Value Assets and Lower Your Client’s Collection Potential

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

Financial statements are such an important tool for us as Practitioners. With many of our client’s resolutions being so dependent upon what is shown on the 433 forms, having us provide reasonable valuations of the assets is an essential.

This can help lower our client’s collection potential because let’s face it, the IRS is trying to get every dollar they can as quickly as possible. This is especially true when we submit an Offer in Compromise. Having good asset valuations can help us to provide better calculations on our resolutions, in some scenarios help prevent the IRS from creating inflated values, and expedite our cases in general.

By the end of this course you will understand:

  • The difference in procedures for valuing assets for an OIC vs a normal collection case
  • Good sources to obtain valuations for assets
  • Best practices to document our values
  • Tips to combat inflated IRS valuations of assets
  • Utilizing planning techniques on large assets

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).

The 24-12 Switch to Reduce the Amount of an OIC

Presented by Larry Lawler, CPA, EA, CTRS (1 Hour)

Some tax problem resolution topics cause more than their share of questions. One of those is the technique of switching an Offer in Compromise from a deferred payment offer to a cash offer.

The questions usually involve the analysis to determine when “the switch” is appropriate and the actual steps to be taken to implement the technique. In this session we’re going to take a close look at the 24-12 Switch to clarify when, where, and how to make the most of the switch including:

By the end of this course you will understand:

  • The reasoning behind the 24-12 Switch
  • A spreadsheet showing example scenarios
  • An Offer in Compromise checklist
  • Recommended Ways To Explain The Switch To The Offer Examiner

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.

Handling a Sensitive IRS Audit

Presented by Michael Sardar, JD & Chris Ferguson, JD (1 Hour)

Navigating the Internal Revenue Service audit process can be a daunting task for anyone. Handling sensitive audits that are likely to uncover significant income underreporting and deficiencies, or worse, fraud, add to these challenges. In the most sensitive of audits, the stakes can be quite high, potentially implicating not just additional tax and/or penalties, but a taxpayer’s liberty.

This session will cover strategies for minimizing the risk presented by such audits and guidance on how to determine when an audit may be turning into a criminal investigation, including the questions to ask and the signs to look out for. Issues of privilege and the right to assert a taxpayer’s 5th Amendment rights will also be discussed.

By the end of this course you will understand:

  • How to recognize a sensitive audit
  • The questions you should be asking the auditor and your client.
  • Tips for recognizing when an IRS Examiner has referred your client for criminal investigation.
  • How to preserve the client’s privileges during the audit process.
  • How to handle current tax reporting obligations while under audit without triggering more problems.

Michael Sardar, JD — Michael Sardar is a partner at Kostelanetz LLP. He has extensive experience in a wide range of tax controversy and white-collar criminal defense matters. Mr. Sardar represents clients in all stages of civil and criminal tax controversies before the Internal Revenue Service (IRS), state tax authorities, the Department of Justice, and local prosecutors.

Christopher M. Ferguson, JD – Chris is also a partner at Kostelnaetz LLP. He is an experienced litigator who concentrates his practice on white-collar criminal defense as well as civil and criminal tax controversies and other regulatory enforcement matters. Mr. Ferguson also has extensive experience handling complex civil litigation and internal investigations.

The Client is Engaged, Now What?

Presented by David Ramirez, EA, JD, MST, USTCP (1 Hour)

Once the client signs on the dotted line – it’s time to get to work!

In this course we’re going to cover the 6 steps to resolving your clients tax problem including pre-engagement, account analysis, financial analysis, IRS options, resolution submission, and continuing revenue streams.

Generally, no two clients are the same, but this 6-step process will help to ensure that all your clients will get the best solution for their situation!

By the end of this course you will understand:

  • The Pre-Engagement
  • Account Analysis
  • Financial Analysis
  • IRS Options
  • Resolution Submission
  • Continuing Revenue Streams

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. I love what I do and enjoy being able to help those that feel they have no options. Mahalo

– The Winter Conference Ends With – 

1 Hour Q&A with all 7 Speakers

Larry Lawler, Gary Bluestein, LG Brooks, Ang Wierzbic, Michael Sardar, Chris Ferguson, and David Ramirez

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 12th

10:00 – 11:00 | Community Property Law

11:00 – 11:10 | Break

11:10 – 12:10 | The Client is Engaged, Now What?

12:10 – 1:00 | Lunch Break

1:00 – 2:00 | Valuing Assets & Lowering RCP

2:00 – 2:10 | Break

2:10 – 3:10 | Handling a Sensitive IRS Audit

3:10 – 3:20 | Break

3:20 – 4:20 | OIC? Bankruptcy? Both?

4:20 – 4:30 | Break

4:30 – 5:30 | 24-12 Month Switch

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 11 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.



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.

Already a Member? Login to register with your member pricing. 


$ 297.00

You Save $100

Standard Membership

$ 282.15

You Save $114.85

Premium MembershipBIGGEST DISCOUNT!

$ 252.45

You Save $144.55

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