This program will walk you through the various tax resolution issues you can expect to deal with and how to manage these engagements to get the work done with the IRS and yet manage the client’s expectations and scope of what you agree to do. During the program Eric Green and Michelle Weinstein will cover tax debt resolution, IRS audits, penalty abatement, audit appeals and non-filer cases.
ABOUT THE INSTRUCTORS
For more than three decades, attorney and TRN founder Eric Green has been helping taxpayers successfully navigate some of the most serious IRS representation cases. As a nationally recognized, in-demand expert in IRS resolution, Eric continually mentors and trains hundreds of accountants and attorneys looking to grow their own tax representation practices to create a new revenue stream while helping taxpayers and business owners resolve critical financial problems. He is also the author of multiple books and technical tax guides, including the most recent, How to Build a Million Dollar Tax Resolution Practice.
Michelle Weinstein is a time-tested entrepreneur, master of selling, and founder of The Pitch Queen and The Abundant Accountant.
In her 20 years of sales experience, she’s worked with multiple CEOs at billion dollar companies, landed contracts with national retailers like Costco and The Vitamin Shoppe, and pitched her way onto ABC’s Shark Tank.
Her business journey started in finance, which is why her mission today is to help accountants, EAs, CPAs and bookkeepers discover their true value and sell high-level services to their clients with ease and confidence.
Her clients have collectively added over $20 million in additional revenue in their firms in the last two years. ALL of them did this without working more hours, without taking on a ton of new clients, without discounting their services, and without doing anything that they didn’t want to do.
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Live Online
Field of Study: Tax
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-00299-23-O
Title: Resolving Tax Debts While Managing the Client Engagement
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (firstname.lastname@example.org 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 email@example.com or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in Tax. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour