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