The fallout from the pandemic has seen bankruptcy and divorce rates soar, and many courts have not even reopened yet! Before the dust even settles on the divorce clients will be seeking help to unwind that joint liability for the returns they signed with their now ex-spouse. Join us on July 21st as attorney and national speaker Eric Green will walk you through the innocent spouse case from start to finish. The program will review joint liability, what practitioners should consider BEFORE they file the return, and what to do with the client that now owes a liability they do not believe they should be responsible for. The workshop will also review how to document your client’s case, how to complete the Form 8857, and how to prepare and handle the Appeal.
In this special workshop, you will learn:
- Understand how joint liability for a tax return works
- Identify issues surrounding innocent spouse claims
- Explain how the innocent spouse process works
- Describe how to document your client’s innocent spouse claim
The workshop will include case studies of actual cases with forms so you can follow how things went right, what happened when they went bad, and learn what to do in your practice so you can give your client the best shot of relief possible.
Due to the in-depth nature of this workshop, attendance is limited to 100 attendees so all attendee questions can be answered.
“Whenever I see Eric Green as a presenter, I clear my schedule to attend!!” -Frank Donahue, Partner/CEO/President
“I have had the opportunity to participate in a number of continuing education events Eric Green has led, and I am always impressed and never disappointed. He brings an excitement for what he does that is almost contagious.” -Steven Welch, The WelchCounsel PC, Partner/CEO/President
“Eric Green is a great presenter. He has vast experience in the subject matter and gives interesting real-life examples during his presentations. -Janet Hunt, Chernobyl Children’s Program
About the Instructor:
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 hundreds 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.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.
Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.
Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.
Time to attend: 4 hours
Fee: $199 until 7/16/2020 midnight, then $299
IRS CE Information:
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 4 hours
Early Bird Ends 7/16 Midnight, then $299