LIVE in Orlando, FL

4th Annual Tax Rep Summit

Drury Plaza Hotel Orlando – Disney Springs

December 10 – 13, 2024

Entire Conference Only $995

All 4 Days
Live In-Person or via Webcast
Drury Plaza Hotel Orlando, Disney Springs, Orlando, FL

Before the pandemic started, taxpayers who could not pay their IRS debt and that were in the IRS Collections Division inventory numbered over 15 million, with another 10 million identified non-filers. Now that the IRS has turned back on the Automated enforcement for 2024, we are already seeing a huge surge in taxpayers receiving notices and seeking help.

Whether you are a seasoned professional in representation or just considering adding this lucrative practice area to your existing practice, now is the time to join us and over 150 of your colleagues for 2.5 days of intense workshop instruction and hear from the top vendors in this practice area who can help you elevate yourself, your practice, and add that extra $100,000 to your bottom line this year!

This special IRS Representation Summit is being put on by Tax Rep Network, Tax Help Software, and Tax Mentor. This multi-day workshop includes many of the top practitioners as instructors including:

  • Eric Green, Esq., Tax Rep Network
  • Catharine O’Connor, Esq., Tax Mentor
  • Roger Nemeth, EA
  • Jeffrey Sklarz, Esq., Tax Rep Network
  • Amanda Evans, EA, Tax Rep Network
  • Dawn Brolin, CPA, CFE
  • Jamie Flores
  • Gaynor Meilke, Charisma Ink
  • Leighanne Lafrenz Nickle, CPA
  • Carlos Samaniego, EA
  • Patrick Wanzer, EA
  • Felecia Dixson, EA
  • David Ramirez, EA
  • Jesus Abikarram, EA
  • Frank Tumminello, FileForms
  • Paul Hamann, RCReports
  • Adam Lean, The CFO Project
  • …and many more!

So grab your seat now, enjoy the best two and a half days of tax rep training anywhere, get all kinds of inside tips, hints, enjoy the great Orlando weather, check out Disney, and get up to 18 CE/CPE credits!

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.

Program Details

Date: December 10 – 13, 2024

Time: 4-Day Conference | All Day | Live In-Person Program

Location: Drury Plaza Hotel Orlando – Disney Springs

Credits: TBD

Cost

Entire Conference – All 4 Days: $995

Conference Agenda

Coffee Breaks, Lunch, and Snacks Provided

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 – 10:00am: Investigation and Onboarding of New Rep Clients
  • 10:00am – 10:15am: Break
  • 10:15am – 11:05am: How to Price Your Services
  • 11:05am – 12:00pm: Platinum Panel: Practice Tips from the Experts
  • 12:00pm – 1:00pm: Lunch
  • 1:00pm – 2:00pm: Case Study Part 1: Automation to Maximize Efficiency and Income
  • 2:00pm – 3:00pm: Case Study Part 2: The Tax Man Cometh
  • 3:00pm – 3:15pm: 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: 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

Conference brought to you by

Conference Speakers

Eric Green, Esq.

Catharine O’Connor, Esq., Tax Mentor

Roger Nemeth, EA, Tax Mentor

Jeffrey Sklarz, Esq.

Amanda Evans, EA

Dawn Brolin, CPA, CFE

Gaynor Meilke, Charisma Ink

Leighanne Lafrenz Nickle, CPA

Carlos Samaniego, EA

Patrick Wanzer, EA

Felecia Dixson, EA

David Ramirez, EA

Paul Hamann, RC Reports

Adam Lean, CEO, The CFO Project

Clay L. Neves, Vice President of Student Enrollment, Universal Accounting Center

Education Information

Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: In-Person / Group Internet Based
Field of Study: Taxes
CPE: TBD
IRS CE: TBD

Program Number: TBD
Title: 4th Annual Tax Rep Summit

CLE Provided by MyLawCLE

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.