Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through the mechanics of tax liens and tax levies, and through case studies explain how to save your clients, resolve their issues and make a lot of money doing it. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
In this special workshop, you will learn:
- Tax Lien Mechanics
- Discharging Assets from a Tax Lien
- Getting the IRS to Subordinate its Tax Lien
- Requesting and Getting Liens Withdrawn
- Tax Levy Mechanics
- How to Help Client’s Avoid Tax Levies
- Having Levies Released
- Disqualified Employment Tax Levies
- Case Studies with Completed Forms
- Checklists for Tax Liens and Tax Levies
- MARKETING: HOW TO FIND THOSE CLIENTS!
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for having a tax lien subordinated to another creditor
- Describe how disqualified employment tax levies work and when the IRS utilizes them
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.
IRS CE Information:
Advanced Preparation: None
Program Level: Update
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 4 hours
Early Bird Ends 8/28 Midnight, then $299