LIVE in Indianapolis, IN
2nd Annual Midwest IRS Representation Conference
Presented by Liscio and Edgewater CPA Group
Thursday, October 24 and
Friday, October 25, 2024
Live In-Person or via Webcast
2-Day Conference Offering CLE, CPE, and CE
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.
Program Details
Date: Thursday, October 24 and Friday, October 25, 2024
Time: 2-Day Conference | Thursday 12pm Eastern Registration | Live In-Person Program
Location: Broadmoor Country Club, Indianapolis, IN
Cost: $249 Early Bird (regular $349)
Credits: CE for EAs / CPE for CPAs / CLE for Attorneys
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Program: 15UFN-T-00xxx-24-I / 15UFN-T-00xxx-24-O
Conference Agenda
Coffee Breaks, Lunch, and Snacks Provided
Thursday, October 24, 2024
- 12:00 – 1:00 pm: Registration / Check In
- 1:00 – 1:10 pm: Welcome / Opening Remarks
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group
Edith Almonte – La Amiga Latin Services LLC - 1:10 – 2:00 pm: Installment Agreements
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group - 2:00 – 2:50 pm: Fraudulent Tax Returns and ID Verification Process
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group - 2:50 – 3:00 pm: Break
- 3:00 – 4:00 pm: Case Study / Liscio Demonstration
Felecia Dixson, EA, CTRC; Chris Farrell - 4:00 – 5:00 pm: Tax Resolution Horror Stories
Felecia Dixson, EA, CTRC; Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group; Leighanne Lafrenz Nickle
Friday, October 25, 2024
- 8:15 – 9:00 am: Registration / Check In
- 9:00 – 9:10 am: Opening Remarks
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group - 9:10 – 10:00 am: Ethics
James Bell, Esq – Partner at Hoover Hull Turner LLP - 10:00 – 11:00 am: State Tax Update
Nancy Tyree - 11:00 – 11:15 am: Break
- 11:15 – 12:15 pm: Not All 433s are the Same
Eric Green, Esq. – Green & Sklarz, LLC - 12:15 – 1:00 pm: Lunch
- 1:00 – 2:00 pm: Recreating Mileage Logs
Bill Nemeth, EA – Tax Audit Guardian, LLC - 2:00 – 3:00 pm: Reasonable Compensation Analysis – RC Reports
Paul Hamann – RC Reports
Eric L. Green, Esq. – Green & Sklarz, LLC - 3:00 – 3:15 pm: Break
- 3:15 – 4:15 pm: Reasonable Compensation Analysis – RC Reports (continued)
Paul Hamann – RC Reports
Eric L. Green, Esq. – Green & Sklarz, LLC - 4:15 – 5:00 pm: TaxCure Marketing
Manny Vetti – TaxCure
Conference brought to you by
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live In-Person
Field of Study: Taxes
CPE: 11 hours
IRS CE: 10 hours
CLE: 9.9 Regular CLE and 0.8 Ethics CLE hours
Program Number: 15UFN-T-00xxx-24-I / 15UFN-T-00xxx-24-O
Title: Midwest IRS Representation Conference
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.
Other Information
- 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.
- CLE Credits: The conference is approved for 9.9 REGULAR CLE and 0.8 ETHICS CLE hours.
