5th Annual Tax Rep Summit

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 in the industry!

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 your education credits!

Coffee Breaks, Lunch, and Snacks Provided

Wednesday 12/17

8:30am – 9:00am: Registration and Housekeeping
9:00am – 10:00am: What You Missed This Year in 60 Minutes
10:00am – 10:50am: Dealing with Automated Enforcement: Audits
10:50am – 11:00am: Break
11:00am – 12:00pm: Dealing with Automated Enforcement: Collections
12:00pm – 1:00pm: Lunch
1:00pm – 1:50pm: How to Draft the Appeal and Manage the Hearing
1:50pm – 2:40pm: Everything You Can Do with the IRS Online
2:40pm – 3:00pm: Break & Snack
3:00pm – 5:00pm: Mastering the 433

Thursday 12/18

8:30am – 9:00am: Registration and Housekeeping
9:00am – 9:50am: The Intersection of the 433-A and 433-B
9:50am – 10:45am: CNC vs OIC
10:45am – 11:00am: Break
11:00am – 12:00pm: The Ten Tax Cases You Need to Know!
12:00pm – 1:00pm: Lunch
1:00pm – 1:50pm: Taxpayers Who Should Consider Bankruptcy
1:50pm – 2:40pm: The TFRP Defense: How to Protest and Avoid the Trust Fund Recovery Penalty
2:40pm – 3:00pm: Break & Snack
3:00pm – 4:00pm: ETA and DCSC Offers
4:00pm – 5:00pm: Using AI for Marketing: 2025/2026 Update

Friday 12/19

8:30am – 9:00am: Registration and Housekeeping
9:00am – 9:50am: Building & Managing a High Volume IRS Rep Practice
9:50am – 10:00am: Break
10:00am – 12:00pm: Circular 230 & Reverse Circular 230