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  • Why Tax Resolution
  • Join TRN
    • Compare Membership Types
    • For Attorneys
  • GET CERTIFIED
  • Events
    • IRS Straight Talk on Securing Your Firm and Your Client’s Tax Data
    • How to Challenge and Correct an Assessed Tax
    • Transitioning From Compliance to Relationship Pricing
    • 3rd Annual Tax Rep Summit from ORLANDO
    • The Ultimate Ethics Program!
  • Resources
    • TRN App
    • Complimentary Resources
    • TRN Podcast
    • Books
      • Tax Liens and Tax Levies
      • Checklists, Letters, and Forms
      • IRS Offers
      • Resolving Payroll Taxes
      • Resolving Tax Debts
      • IRS Collections
      • How to Build a Million Dollar Practice
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Conference Materials

Live from Suncoast Hotel & Casino, Las Vegas

December 13 & 14, 2021 | All Day | Starting 9am PACIFIC

CONFERENCE MATERIALS: PLEASE CHECK BACK OFTEN FOR UPDATES

Conference Agenda:

(All Times are PACIFIC)

Monday, December 13, 2021

  • 8:30 – 9:00 am: Registration Desk Open
  • 9:00 – 9:10 am: Welcome
  • 9:10 – 10:30 am: New Client Intake
  • 10:30 – 10:40 am: Coffee Break (included)
  • 10:40 – 12:00 pm: Transcripts, CSEDs and Strategy
  • 12:00 – 1:00 pm: Deli Buffet Lunch (included)
  • 1:00 – 3:00 pm: IRS Collection: Process, Letters and Forms
  • 3:00 – 3:10 pm: Coffee Break (included)
  • 3:10 – 5:00 pm: Form 433 Mastery: A Line Item by Line Item Review of the 433 and the Documents that Support It

Tuesday, December 14, 2021

  • 8:30 – 9:00 am: Registration Desk Open
  • 9:00 – 9:10 am: Welcome
  • 9:10 – 10:30 am: Offers, CNC and IAs….Which One? A Review of Collection Strategy
  • 10:30 – 10:40 am: Coffee Break (included)
  • 10:40 – 12:00 pm: Case Studies: Tax Levies, Tax Liens., CNC
  • 12:00 – 1:00 pm: American Buffet Lunch (included)
  • 1:00 – 3:00 pm: Case Studies: IAs, Offers
  • 3:00 – 3:10 pm: Coffee Break (included)
  • 3:10 – 5:00 pm: Marketing Review: Where Clients Come From and How to Get Paid

PROGRAM DETAILS

LOCATION: Suncoast Hotel & Casino, Las Vegas

DATE: December 13 & 14, 2021 | ALL DAY | via Live Webinar

TIME: Start 9am PACIFIC | End 5pm PACIFIC

CREDITS: 16 Hours for EAs and CPAs Total for Both Days

ATTENTION IN-PERSON & VIRTUAL ATTENDEES:

The program begins at 9am PACIFIC (12pm Eastern). In-Person attendees can arrive at 8:30am for registration.

Need Help? | support@taxrepllc.com

PROGRAM HANDOUTS

DAY 1 - ALL SLIDES
DAY 2 - ALL SLIDES

OTHER MATERIALS

EXHIBITS
6 STEPS WORKSHEET (pdf)
ADVANCED ONBOARDING (pdf)
AMORITIZATION SCHEDULES (xlsx)
ANNUAL REPORT FORM - 0251500 - 0006607535 (pdf)
AUDIT FILE REQUEST - FOIA TEMPLATE (docx)
CASE COST PROJECTIONS (xlsx)
CSED SCENARIO (pdf)
LEXIS NEXIS - INFO (pdf)
LEXIS NEXIS - LETTER (pdf)
LEXIS NEXIS - REPORT DESCRIPTION (pdf)
LEXIS NEXIS - SAMPLE REPORT (pdf)
S1 2008 TRANSCRIPT (pdf)
S2 2012 TRANSCRIPT (pdf)
SFR OR ARCHIVED INCOME REQUEST - FOIA TEMPLATE (docx)
TXMODA - FOIA TEMPLATE (docx)

FROM OUR SPONSORS

THE ABUNDANT ACCOUNTANT (pdf)
TG PUBLISHING - IRS OFFERS (pdf)
UCONN CERTIFICATION PROGRAM (pdf)

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