4th Annual Tax Rep Summit

Drury Plaza Hotel Orlando – Disney Springs

December 10 – 13, 2024 | All Day | Live Conference

CLICK HERE FOR IN-PERSON REGISTRATION
CLICK HERE FOR WEBCAST REGISTRATION

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

  • Gaynor Meilke, Charisma Ink

  • Leighanne Lafrenz Nickle, CPA

  • Carlos Samaniego, EA

  • Patrick Wanzer, EA

  • Felecia Dixson, EA

  • David Ramirez, EA

  • Paul Hamann, RCReports

  • …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!

PROGRAM DETAILS

LOCATION: Drury Plaza Hotel Orlando – Disney Springs

DATE: December 10 – 13, 2024

TIME: ALL DAY | via Live Conference

CREDITS: TBD

COST

EARLY BIRD (until 10/31): $895

REGULAR (start 11/1): $995

CLICK HERE FOR IN-PERSON REGISTRATION

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.

CLICK HERE FOR WEBCAST REGISTRATION

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.

CLICK HERE FOR ROOM BLOCK INFORMATION

Conference Agenda:

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

Conference Sponsors:

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

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

CLICK HERE FOR IN-PERSON REGISTRATION
CLICK HERE FOR WEBCAST REGISTRATION

EDUCATION INFORMATION

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:

  • TBD

Title: 4th Annual Tax Rep Summit

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