From Billing Notice to Acceptance Letter
4 Case Studies & ALL Forms, Letters, and Checklists!
Register for 1 Day or BOTH!
DAY 2: Ultimate OIC Case Studies Workshop
Thursday, January 28, 2021 | 1pm – 4pm Eastern | via Live Webinar
or Register for BOTH AND SAVE!
Discounted Special Rate of $249
Register for BOTH, attend the Case Studies LIVE and get ON-DEMAND access to the recordings and handouts of DAY 1
DAY 1: The Ultimate OIC Workshop
Thursday, January 21, 2021 | 1pm – 5pm Eastern | via Live Webinar | COMPLETE
DAY 2 – The Case Studies
Really want to learn how to do an Offer-in-Compromise? Want to walk through actual case studies and review the forms as they should be filled out? Would you like to review more complicated cases? Well then this second Offer-in-Compromise workshop is for you! Building on the first workshop on January 21st, this case study workshop will run through 4 case studies, including all of the forms, letters and checklists so that in your own practice you can handle the most challenging offers like a pro, and resolve the client’s tax nightmare.
This program will include hundreds of pages of completed Forms that will be made available to attendees in advance of the program.
Due to the in-depth nature of this workshop, attendance is limited to 100 attendees so all attendee questions can be answered.
DAY 1 – The Workshop
Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through how to file an Offer-in-Compromise that gets accepted. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
A review of the Offer-in-Compromise program
An in-depth analysis of the 4 different types of Offers and when to use each
How Reasonable Collection Potential is calculated by the IRS
How to find clients
Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
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!
“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: Intermediate
Delivery Method: Group Internet Based
Field of Study: Taxes
CPE: 4 hours