This special workshop will review the opportunities that exist to assist your existing tax preparation clients with tax issues, how to spot those opportunities during tax season, and how we determine what we will do with these clients to best get the issue resolved.
The program will cover issues regarding first-time penalty abatement and abatement for reasonable cause, determining the best filing status, helping non-filers come in and get into the system in a way they can resolve outstanding balances, and what to do with clients who need to clean up their past misdeeds. We will also discuss how to best set the client up to compromise away any balance they will have once the return gets filed and assessed.
Due to the in-depth nature of this workshop, attendance is limited to 150 attendees so all attendee questions can be answered.
About the Instructors:
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.
Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.
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CE / CPE Information
- Learn how to spot penalty abatement opportunities during tax return preparation
- Understand the collection process and how RCP is calculated
- Identify opportunities to adjust the filing status to assist taxpayers to resolve outstanding balances on the return
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Tax
CPE: 4 hours
IRS CE: 4 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00206-22-O
Title: How to Identify Tax Resolution Clients During Tax Season
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (email@example.com or by phone (203-285-8545) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to Nicole Golino at firstname.lastname@example.org or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 4 CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour