LIVE TWO-DAY WEBCAST
QUALIFIES FOR CTRC RENEWAL
The Tax Fallout of a “Complicated Relationship”
Time: 1pm – 5pm ET
Date: Monday, July 14 and Tuesday, July 15, 2025
Tony and Marie own a very successful restaurant. Unbeknownst to Marie, Tony was carrying on an affair with their bookkeeper, Tina. In 2019 Tony found a new girlfriend, breaking up with Tina. In the midst of the heated breakup, Tony ultimately fires Tina, grabbing the stuff from her desk and tossing it out the back door of the restaurant, all over the parking lot. Tina goes home furious and., after mulling it over for a few days, picks up the phone and makes a fateful call…
Join us for this very eight-hour workshop, taught over two days, where Tax Attorney and National Speaker Eric Green will walk you through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and Offer-in-Compromise.
This special workshop will include the following:
- A review IRS criminal and civil investigation procedures
- Taking the exam to Appeals and United States Tax Court
- A breakdown of an actual innocent spouse case from start to finish
- An in-depth analysis of IRS Collection and the Offer-in-Compromise program
- How Reasonable Collection Potential is calculated by the IRS,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
- How to charge for these services and create a whole new revenue stream
The workshop will include all the forms, checklists and documents that tie into our case study. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Learning Objectives:
- Explain the Offer-in-Compromise process and how the IRS program works
- Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
- Describe how the IRS calculated reasonable collection potential
- Explain the requirements to qualify for an Offer-in-Compromise
- Identify what is required to maintain tax compliance
Describe how to prepare an Appeal of a denied Offer
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
This program qualifies for CTRC Renewal.
Program Details
Date: Monday, July 14 and Tuesday, July 15, 2025
Time: Live Webinar | 1pm – 5pm ET Each Day
Cost: Early Bird Only $299 (regular $399)
Credits: Up to 8 Hours Tax for EAs and CPAs
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Program: Day 1: 15UFN-T-00419-25-O (4 credits) / Day 2: 15UFN-T-00420-25-O (4 credits)
Meet the Speaker
Eric Green – Attorney and Founder, Tax Rep Network
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 thousands 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.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes
CPE: 8 hours (Taxes)
IRS CE: 8 hours (Taxes)
Program Number: 15UFN-T-00419-25-O / 15UFN-T-00420-25-O
Title: The Tax Fallout of a “Complicated Relationship”
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 July 10, 2025.
- 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 (4 Hours Each Day) 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.
