The Ultimate Case Study Workshop
The Civil and Criminal Tax Consequences of a “Complicated” Relationship
Thursday, January 7, 2021 | 10am – 6:30pm Eastern | via Live Webinar
REGISTER NOW - EARLY BIRD $299
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 special full-day workshop 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. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, and with the IRS now gearing up to start enforcement, the need for trained representatives to help taxpayers is going to explode in 2021.
This special workshop will include the following:
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A review IRS criminal and civil investigation procedures
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Taking the exam to Appeals and United States Tax Court
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A breakdown of an actual innocent spouse case from start to finish
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An in-depth analysis of IRS Collection and the Offer-in-Compromise program
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How Reasonable Collection Potential is calculated by the IRS,
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Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
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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. Eric will also review techniques they can use in their own marketing to help attendees find clients and add an extra $100,000 to their bottom line!
Due to the in-depth nature of this workshop, attendance is limited to 100 attendees so all attendee questions can be answered.
SAMPLE OF THE EXHIBIT LISTING
Here is a Table of Contents of the Exhibits You Will Receive When You Register
- IRS Form 211 – Tina’s Whistleblower Claim
- IRS Special Agents Memorandum of Interview – CS
- IRS Special Agents Memorandum of Interview – Tony
- Retainer Agreement to Represent Tony
- Kovel Letter for Forensic Accountant
- IRS Power of Attorney Form 2848 for Criminal Representation
- IRS Criminal Investigation Target Letter for Tony
- Letter to Department of Justice Requesting a Conference
- Tax Sentencing Tables
- Draft Plea Agreement/Information for Tony
- Letter Returning Case to Civil Examination
- Form 4549 – Report of Exam Changes
- Notice of Deficiency (90 Day Letters)
- IRS Power of Attorney Form 2848 for Civil Tax Representation
- Collection Document Checklist
- Collection Analysis Before Planning
- Collection Analysis After Planning
- United States Tax Court Petition to Challenge Income Tax Liability
- Notice from the United States Tax Court Confirming the Petition was received
- IRS Response to Taxpayer’s Petition as Filed
- Letter from IRS Appeals confirming case has been assigned
- Stipulated Decision Resolving US Tax Court Case
- Form 8857 – Marie’s Innocent Spouse Filing
- Affidavits from employees in support of Marie’s Innocent Spouse case
- Notice that Innocent Spouse Claim was Received
- IRS Power of Attorney Form 2848 for Marie’s Representation
- Marie Innocent Spouse decision
- Letter confirming Innocent Spouse appeal was received
- Innocent Spouse Appeal for Marie
- Offer-in-Compromise cover letter for Tony
- IRS Form 656 for Tony’s Offer-in-Compromise
- IRS Form 433-A (OIC) for Tony’s personal financials
- IRS Form 433-B (OIC) for Tony’s business financials
- Denial letter for Tony’s Offer-in-Compromise
- Income and Asset calculation tables from COIC for Tony’s Offer
- Tony’s Appeal of the denied Offer-in-Compromise
- Conflict waiver signed by Tony and Marie
- Marie’s United States Tax Court Petition for Innocent Spouse Relief
- IRS Answer to Marie’s Petition for Innocent Spouse Relief
- IRS Notice to Tony of his right to intervene in Marie’s Innocent Spouse case
- Qualified Offer to IRS Chief Counsel to try and resolve her Innocent Spouse case
- RCP Offer Analysis of Appeals offer to Resolve Tony’s OIC
- Tony’s Offer addendum to resolve the OIC with Appeals
- Stipulated Decision resolving Marie’s Innocent Spouse case
- The acceptance letter of Tony’s Offer
- Letter that Tony has met the terms of his Offer
- Discharge of the IRS’s Notice of Federal Tax Lien against Tony
- Revocation of Green & Sklarz’s Power of Attorney when case is closed
- Epilogue – the Rebecca Block story
“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.
Early Bird $299 ($399 after 1/3/21)
IRS CE Information:
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 8 hours