The Midwest IRS Representation Conference
Friday, November 3, 2023 | ALL DAY | Live In-Person
Broadmoor Country Club, Indianapolis, IN
The Midwest IRS Representation Conference brings together representatives from the government and expert private practitioners to compare perspectives on a broad range of topics involving federal and state tax audits, appeals, and tax resolution. Coverage encompasses the entire scope of representation work, from anticipating and planning for the examination of a return through resolution of all un-agreed issues. Enforcement is an essential part of our federal and state tax systems. The Midwest IRS Representation Conference is an opportunity to stay current as well as to exchange ideas and share practice tips, which can contribute to better functioning of the system. The conference is designed for tax professionals at all levels who prepare for, or handle audits, appeals or tax resolution, as well as those involved in planning and transactional work who could benefit from a better understanding of the implications of their work for taxpayers.
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
Registration Bonus: Expires November 1st! (a $99 value)
Register now and receive a free digital copy of Eric Green’s brand new The Insider’s Guide to IRS Collections, Third Edition!
Download link will be provided on registration confirmation page for instant access.
Conference Agenda:
Friday, November 3, 2023 (All Times are EASTERN)
Coffee Breaks, Lunch, and Snack Provided
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8:15 – 9:00 am: Registration / Check In
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9:00 – 9:10 am: Welcome / Opening Remarks
- Patrick Wanzer – Edgewater CPA Group
- Edith Almonte – La Amiga Latin Services LLC
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9:10 – 10:30 am: Dealing with IRS Systematic Issues
- IRS Regional Liason / TPA Office
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10:30 – 10:45 am: Break
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10:45 – 12:15 pm: State Tax Update / State Tax Enforcement / Business Entities
- Diego Morales – Indiana Secretary of State
- Indiana Department of Revenue
- Indiana Taxpayer Advocate’s Office
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12:15 – 1:00 pm: Lunch Break
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1:00 – 2:15 pm: Taxes and Divorce
- Patrick Wanzer – Edgewater CPA Group
Head of Family Law/Divorce Bar Section
- Patrick Wanzer – Edgewater CPA Group
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2:15 – 3:30 pm: IRS Form 433
- Eric L. Green, Esq., Tax Rep Network
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3:30 – 3:45 pm: Break
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3:45 – 5:00 pm: Resolving Tax Debts Post COVID – Where We Are Now
- Patrick Wanzer – Edgewater CPA Group
- Edith Almonte – La Amiga Latin Services LLC
- Eric Green – Tax Rep LLC
EDUCATION INFORMATION
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live In-Person
Field of Study: Taxes
CPE: 8 hours
IRS CE: 6 hours
CLE: 6 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00307-23-I / 15UFN-T-00307-23-O
Title: Midwest IRS Representation Conference
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is October 20, 2023.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 8 CE / CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour