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Elevate Your Expertise!
Tax resolution doesn’t slow down just because Tax Season is almost here.
And neither can you.
Rules change. The IRS adjusts its playbook. Clients bring bigger problems to your door.
If you’re serious about staying sharp—and staying relevant—you need more than updates. You need perspective, strategy, and confidence in how you show up for your clients.
That’s exactly why we created the 2026 ASTPS Virtual Winter Conference.
This one-day, fully virtual event is built for tax professionals who want to get better at what actually moves the needle: handling complex cases, navigating high-stakes IRS negotiations, and making smart decisions in a constantly shifting landscape.
This year, you’ll learn directly from five of the most respected experts in tax resolution. No fluff. No theory for theory’s sake. Just real-world insight, practical strategies, and lessons you can use immediately—whether you’re dealing with evolving legislation or your toughest cases yet.
Give us one focused day.
Walk away with sharper skills, clearer thinking, stronger connections, and renewed confidence in your practice.
5 ALL NEW PRESENTATIONS WITH Q&A!
Winning the Compromise: OIC Representation for Serious Practitioners
Presented by Larry Lawler, CPA, EA, CTRS & LG Brooks, EA, CTRS
The Offer in Compromise is one of the most powerful—and most misunderstood—tools in tax resolution. For experienced practitioners, success with OICs isn’t about knowing the basics. It’s about precision, positioning, and knowing how the IRS actually evaluates and challenges these cases.
This advanced session is designed for tax professionals who already understand the fundamentals and want to elevate their OIC practice. Grounded in statutory authority and IRM guidance—and sharpened by real-world case experience—this course breaks down what it truly takes to build, present, and defend winning Offers in Compromise in today’s IRS environment.
Through practical examples and real success stories, you’ll learn how to structure financials, frame hardship and doubt as to collectability, and anticipate IRS objections before they become roadblocks. You’ll also gain insight into how experienced practitioners navigate negotiations with confidence and control—rather than reacting to IRS pushback.
By the end of this course, you will understand:
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How to analyze financial information with precision and intent
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How to effectively position hardship and doubt as to collectability
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How to anticipate and respond to common IRS objections
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How to negotiate OIC cases with confidence and authority
This session will give you the clarity, strategy, and confidence needed to handle complex OIC cases—and improve both your approval rate and your credibility with the IRS.
Behind the Scenes: How a Complex Case Went From Quote to Resolution
Presented by Elizabeth Holladay, EA, CTRS
This presentation takes you behind the scenes of a real-world S-Corp case that spiraled into a multi-layered resolution challenge. What began as a simple engagement quickly expanded as misapplied estimated tax payments, unposted amended returns, and escalating balances created new obstacles for both partners. You’ll see how the case evolved, how expectations were managed throughout shifting circumstances, and what strategies were used to maintain control even when the IRS systems worked against us. By the end, you’ll understand the full lifecycle of a resolution case—from initial quote to final outcome—and how to protect both your client and your firm along the way.
By the end of this course, you will understand:
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How to set and maintain client expectations during long, evolving resolution cases
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When and how to quote additional services without damaging trust or scope
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How to navigate IRS roadblocks, including misapplied or duplicated payments
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How to address delayed and unposted amended returns
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How to manage a case from intake through final implementation when facts continue to change
This session will equip you with real-world insight and proven strategies to stay organized, profitable, and in control—even when the resolution process gets messy.
About Elizabeth – Elizabeth Holladay, EA, is a Certified Tax Resolution Specialist with more than a decade of hands-on experience navigating complex IRS matters for individuals and businesses. As the founder of Reliance Tax Group, she is known for tackling high-stakes, complex cases. Elizabeth is passionate about demystifying the resolution process and equipping both clients and practitioners with clear, strategic roadmaps through even the most challenging IRS situations.
Outside of her practice, Elizabeth enjoys skydiving, scuba diving the Caribbean, and riding dirt bikes with her 5 year old. She loves teaching other tax professionals nationwide on best practices in IRS representation and modern case management.
How Threats, Bribery, and Misconduct Trigger Federal Enforcement
Presented by Shane Gilmore retired Federal Special Agent
Many practitioners—and clients—believe criminal tax investigations start with unpaid balances. In reality, that’s rarely the case.
This session provides a real-world look at federal tax-related criminal enforcement, focusing not on civil tax debt, but on the behaviors that trigger immediate federal scrutiny. Threats, bribery, impersonation, and other forms of misconduct are often what push a case from civil resolution into criminal territory—sometimes faster than anyone expects.
This session is designed to help practitioners recognize warning signs early, guide clients away from dangerous behavior, and protect both the client and the firm from unnecessary criminal exposure.
By the end of this course, you will understand:
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The critical distinction between civil tax debt and criminal conduct in federal enforcement
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Which behaviors commonly trigger criminal investigations, including threats, bribery, impersonation, and misconduct
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Why owing taxes alone does not result in criminal prosecution
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How client emotions and impulsive actions can rapidly escalate a case
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Practical strategies to protect your clients—and your practice—from criminal exposure
This session will give you clarity, confidence, and practical guardrails for navigating sensitive situations where the wrong move can have serious consequences.
About Shane – Shane Gilmore is a retired federal Special Agent with more than 30 years of investigative experience, specializing in criminal threats, fraud, bribery, impersonation, and internal misconduct within the U.S. government. Including 23 Years with the U.S. Department of the Treasury, Treasury Inspector General for Tax Administration. Throughout his career, he conducted complex investigations, trained personnel, and played a key role in safeguarding the integrity of federal operations
Beware of the Federal Payment Levy Program (FPLP) and the Disqualified Employee Tax Levy (DETL)
Presented by Steven Klitzner, Esq., CTRS
These IRS enforcement tools often activate without warning and can immediately intercept federal payments and wages—leaving taxpayers shocked and practitioners scrambling. If you don’t recognize the warning signs early, the damage can happen fast.
In this session, Miami tax attorney Steven Klitzner breaks down how the Federal Payment Levy Program (FPLP) and the Disqualified Employee Tax Levy (DETL) work, why they’re more aggressive than standard levies, and how practitioners can stop them before they strike. When prevention isn’t possible, you’ll be guided step by step through proven methods for getting these levies released efficiently and correctly.
This is a practical, procedure-driven session designed to help you protect your clients from some of the IRS’s most punishing collection actions.
By the end of this course, you will understand:
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How FPLP and DETL levies work—and why they are more severe than standard IRS levies
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Early warning signs and practical strategies to prevent FPLP and DETL actions
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Step-by-step procedures to follow when these levies are issued
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Proven methods for securing the release of FPLP and DETL levies
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Real-world insights from a tax attorney who regularly navigates these IRS processes
This session will give you the knowledge and confidence to respond quickly, minimize damage, and guide clients through levy situations that can otherwise feel impossible to unwind.
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 evolving IRS—data analytics, AUR modernization, and what’s next in 2026.
Presented by Trish Turner, EA – former Head of the IRS Digital Assets Office
The IRS is no longer playing catch-up when it comes to digital assets.
Its data analytics and AUR systems are evolving fast—and Form 1099-DA is a major turning point.
This session explores how the IRS is expanding its ability to identify, match, and challenge digital asset activity, and what practitioners should expect as we head into 2026. With increased broker reporting, enhanced analytics, and deeper use of blockchain data, the IRS now has far more visibility than most taxpayers—and many practitioners—realize.
You’ll gain practical insight into current and emerging enforcement trends, the types of IRS notices tied to digital assets, and the workflow changes firms need to make now to stay ahead. This isn’t about speculation—it’s about preparing your practice and your clients for a new level of scrutiny.
By the end of this course, you will understand:
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How Form 1099-DA will reshape IRS data analytics and AUR matching
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The IRS’s growing ability to detect unreported digital asset activity using broker data and blockchain analytics
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The types of IRS notices associated with digital asset reporting
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Why practitioners must update intake, documentation, and reconciliation workflows
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Key tax planning and audit-ready reporting strategies for clients with digital assets
This session will help you anticipate IRS enforcement moves, modernize your workflows, and confidently guide clients through an increasingly data-driven compliance environment.
About Trish– Trish Turner, EA is a nationally recognized authority on digital asset taxation, enforcement, and compliance. She spent more than 20 years with the IRS, serving as Senior Advisor for Digital Assets and later as Head of the IRS Digital Assets Office, where she helped shape the Service’s approach to regulation, enforcement, and taxpayer education in the digital asset space.
Trish is currently Director of Tax at Crypto Tax Girl and Vice President of Public Sector at Asset Reality, where she advises practitioners and supports digital asset investigations. Her work focuses on closing the digital asset tax gap and improving compliance across an evolving regulatory landscape.
– The Winter Conference Ends With –
1 Hour Q&A with all 5 Speakers
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 15th
10:00 – 11:00 | Complex Case From Quote to Resolution
11:00 – 11:10 | Break
11:10 – 12:50 | Winning the Compromise
12:50 – 1:50 | Lunch
1:50 – 2:50 | Triggering Federal Enforcement
2:50 – 3:00 | Break
3:00 – 4:00 | What’s Next for the IRS in 2026
4:00 – 4:10 | Break
4:10 – 5:10 | FPLP & DETL Levies
5:10 – 6:00 | All Speakers Q&A Session
ALL TIMES IN EASTERN
Webinar Platform: Zoom
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.
7 HOURS OF CE/CPE
12 MONTH ACCESS TO RECORDINGS
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.
