Tax Rep Case Studies – Live from San Antonio
11 BRAND NEW CASE STUDIES WITH ALL FORMS, EXHIBITS, AND STRATEGIES! BE PREPARED AND READY TO RESOLVE YOUR CLIENT’S CASE THE MOMENT THEY WALK IN THE DOOR!
Tax Rep Founder Eric Green will be speaking at NATP’s Taxposium. Take advantage of additional training and join other Tax Rep Heroes! So, please join Tax Rep for this very special event where we ditch the lecture (mostly) and focus on case studies to:
1. Sharpen your tax rep skills.
2. Become the hero your clients need.
3. Create an entirely new revenue stream for your practice.
Join us for this unique event: San Antonio will be 11 case studies. Join us and come away with much deeper understanding of the process, forms, how to work the case and manage the client.
FULL AGENDA BELOW.
ALL FORMS AND DOCUMENTS WILL BE PROVIDED BY TRN.
OUR GIFT FOR REGISTERING!
Register before July 20th and receive, as our gift to you, a FREE digital copy of the brand new 3rd Edition of The Insider’s Guide to IRS Collections by Eric Green. Hurry! This offer won’t last long!
SAN ANTONIO AGENDA:
Challenging the Collection Statute Expiration Date (CSED)
Cleaning Up the Client: What Needs to Happen Before the Offer is Filed?
The In-Business Offer-in-Compromise: Compromising the Company Debts
Notice of Deficiency – Avoiding the Fraud
Notice of Deficiency – using industry standards
S Corp Reasonable Compensation and preparer penalties
Obtaining a refund after three years for financial disability
Collection against the Attorney’s estate
The deceased with no records
The Estate’s Offer-in-Compromise
Sale of interest to wife at a discount to set up the Offer-in-Compromise
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: In-Person and Group Live Online
Field of Study: Tax
CPE: 7 hours
IRS CE: 7 hours
Field of Study: Ethics
CPE: 1 hour
IRS CE: 1 hour
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-00xxx-23-O / 15UFN-T-00xxx-23-I
Title: Advanced Tax Rep Case Studies 2
Cancellation Policy: No refunds after July 15, 2023. If you find you cannot make the program after registering, please contact our office by either email (email@example.com or by phone (203-285-8545) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to Nicole Golino at firstname.lastname@example.org or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended for each program, up to 7 CPE Credit Hours in Tax 1 CPE Credit Hour in Ethics. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour