Taxes are at the heart of our economic engine. Though we have a “voluntary tax system”, it’s not THAT voluntary! The IRS makes a point of pursuing taxpayers who fail to uphold their end of the bargain, and is currently pursuing the more than 10 million non-filers, many of whom are high-income earning.
Ready to make more money and take your practice to the next level?
This special workshop with Tax Attorney Eric Green (Tax Rep Network) and Forensic Accountant Dawn Brolin, CPA, CFE (Designated Motivator) will walk you through how to handle non-filers, help them pull together the many missing pieces, and how to get them back on the straight-and-narrow!
Dawn and Eric will also cover where clients come from, how to charge for your services, and will share sample forms, checklists and letters you can use right in your own practice!
This special workshop will include the following:
A review of how non-filers are located by the IRS
How to bring these clients in from the cold
Where to begin when records need to be reconstructed
How to prepare and present the information to the IRS
Traps for the unwary when handling these matters
The step-by-step approach to handling this case, from opening call to closing agreement
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 & Dawn will be reviewing actual cases they have handled to illustrate what you should be considering when you are in your office and see similar clients walk in. Eric and Dawn will also review marketing techniques 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 150 attendees so all attendee questions can be answered.
About the Instructors:
Dawn W. Brolin, CPA, CFE is the founder of Team Brolin and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives.
She is CEO of Connecticut-based CPA firm, Powerful Accounting Inc., and the owner of Fight Against Fraud, a training organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks.
Dawn’s extensive accounting expertise and personal entrepreneurial experiences fuel her passion for helping other business owners succeed through the application of smart technology solutions, effective financial management, and comprehensive business continuity and fraud mitigation strategies.
Dawn’s contributions to the accounting profession are continually recognized with many top awards. Most recently, she was named “2020 Top Niche Practice ProAdvisor: Forensics” as well as one of the “2018, 2019 & 2020 Top 100 Most Influential People in Accounting” ~ by Accounting Today.
Dawn has appeared on the MSNBC show Your Business and has spoken at national conferences including CPA Academy, Cleveland Ohio Society of CPAs, Intuit QuickBooks Connect Conference, Live Your Legacy, Scaling New Heights, AbacusMaximus, Spark & Hustle, TD Bank, and many others.
Dawn’s in-depth knowledge and down-to-earth, entertaining approach make her an in-demand trainer, speaker, and thought leader on the topics of technology, motivation and strategies for building better professional practices and business organizations.
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.
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