PRE-SALE
4th Annual Tax Rep Summit
PRE-SALE
4th Annual Tax Rep Summit
LOCATION: Drury Plaza Hotel Orlando – Disney Springs
DATE: December 10 – 13, 2024
TIME: ALL DAY | via Live Conference
CREDITS: TBD
PRE-SALE (expires 7/31): $449
EARLY BIRD (until 8/31): $795
2nd EARLY BIRD (until 10/31): $895
REGULAR (start 11/1): $995
In-Person spots available limited to 150! A VERY EXCLUSIVE CONFERENCE THIS YEAR!
Due to limited space and high demand, ALL IN-PERSON SALES FINAL after 11/1/24.
Limited Virtual spots available. Registration for Virtual attendance is open only for a limited time.
Due to limited space and high demand, ALL VIRTUAL SALES FINAL after 12/1/24.
All times are Eastern. Schedule is tentative pending Speaker commitments
Tuesday 12/10/24
12:30pm – 1:00pm: Registration and Housekeeping
1:00pm – 2:00pm: What you missed this year in 60 minutes
2:00pm – 3:00pm: Innocent Spouse Part 1: Strategy and Handling the Client
3:00pm – 3:15pm: Break
3:15pm – 4:00pm: Innocent Spouse Part 2: Representing the intervening spouse
4:00pm – 5:00pm: Everything IRS Transcripts Have to Offer
Wednesday 12/11/24
8:30am – 9:00am: Registration/Housekeeping
9:00am – 10:00 m: Investigation and Onboarding of New Rep Clients
10:00am – 10:15am: Break
10:15am – 11:05am: Engagement Letters for Every Occasion!
11:05am – 12:00pm: Pricing Your Services
12:00pm – 1:00pm: Lunch
1:00pm – 2:00pm: Case Study Part 1: The New Client’s Work
2:00pm – 3:00pm: Case Study Part 2: The Tax Man Cometh
3:00pm – 3:15pm: Coffee Break
3:15pm – 5:00pm: Case Study Part 3: Resolving the Balance
Thursday 12/12/24
8:30am – 9:00am: Registration/Housekeeping
9:00am – 10:30am: The Corporate Transparency Act: Where Are We Now
10:30am – 10:45am: Break
10:45am – 12:00pm: Unconventional Advocacy: Utilizing TAS, Stakeholder Liaison, Congressional Constituent Services and the Media
12:00pm – 1:00pm: Lunch
1:00pm – 2:00pm: Freedom of Information Act Requests
2:00pm – 3:00pm: Services That Create Additional Income
3:00pm – 3:15pm: Coffee Break & Snack
3:15pm – 4:00pm: How to Handle/Challenge a Summons or Subpoena
4:00pm – 5:00pm: Utilizing AI To Market and Generate Business
Friday 12/13/24
8:30am – 9:00am: Registration/Housekeeping
9:00am – 10:30am: Nominees, Alter-Egos, Fraudulent Conveyances and Quiet Title Actions
10:30am – 10:45am: Break
10:45am – 12:00pm: Strategies when the Client’s Expenses Exceed the Allowable Standards
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.
Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.
Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.
Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: In-Person / Group Internet Based
Field of Study: Taxes
CPE: TBD hours
IRS CE: TBD 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 Numbers:
Title: 4th Annual Tax Rep Summit
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