Resolving the Client’s Tax Debt with an Offer

A Step-by-Step Approach

Friday, August 30, 2024 | 1pm – 2pm Eastern | via Live Webinar

Free 1 Hour for EAs and CPAs

Unlock the secrets to resolving tax debt with an offer in our webinar led by IRS expert Eric Green and powered by Ignition, the leading revenue generation platform for accounting professionals.

This session offers a complete guide to the Offer in Compromise (OIC) process and shows how to streamline your practice with Ignition. Learn to navigate OIC complexities, avoid pitfalls, and use Ignition’s automation tools to enhance client onboarding, proposals, and payment collection.

Whether you’re experienced or new to IRS representation, this webinar equips you with the knowledge and technology to optimize your practice and boost revenue.

Learning objectives: 

  • Master the OIC Process: Gain a clear, step-by-step understanding of the Offer in Compromise (OIC) process, from eligibility to submission.

  • Avoid Common Pitfalls: Identify and sidestep common mistakes in the OIC process with Eric’s expert tips. 

  • Boost Cash Flow: Discover how Ignition’s automated billing and payment tools can eliminate late payments and improve your firm’s financial stability.

  • Increase efficiency: Learn to automate client onboarding, proposals, and payment collection, freeing up time for higher-value tasks.

Program brought to you by:

PLEASE USE THE FORM BELOW TO REGISTER FOR THE PROGRAM.

About Your 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.

LEARN MORE ABOUT ERIC

Prerequisites: None
Advanced Preparation: None
Program Level: Beginner
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 1 hour
IRS CE: 1 hour

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 Number: 15UFN-T-003XX-24-O
Title: Resolving the Client’s Tax Debt with an Offer

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.

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 1 CPE Credit Hour in the Field of Taxes.  In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour