4 HOURS

Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS audit process, how to handle an audit like a pro and what to do when things are going sideways with the examiner.  With the IRS waging war on more than 10 million non-filers, and with most audits being done through automation, the need for trained practitioners who know what they are doing has never been higher, and with the fallout from the  COVID-19 pandemic the number of taxpayers who need help is going to explode.

This special workshop will include the following:

• The IRS Audit Process
• The IRS Notices
• Power of Attorney Issues
• The Taxpayer Interview
• Records and the Quickbooks File
• Issues surrounding Cash Intensive Businesses
• Hobby Loss Considerations
• Eggshell Audit (ie. Fraud) Concerns
• Reconstructing Records
• How to file and prepare an Appeal

The workshop will include detailed case studies, including sample forms and letters.  Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.

Learning Objectives:

• Explain the IRS audit process
• Identify opportunities to resolve the audit to the benefit of your client
• Describe potential audit issues with cash intensive businesses
• Explain how the hobby loss rules work
• Identify the issues for representatives when they discover potential fraud
• Explain the appeals process

4 HOURS

Join us for this workshop where Tax Attorney and National Speaker Eric Green will walk you through the IRS Collections process and how to utilize the rules to resolve your client’s nightmare with regards to everything from tax liens and tax levies to collection appeals.  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 25 million taxpayers in trouble BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.  Eric will review the IR 2020-248 relief changes made by the IRS and the recent announcements about the changes to how enforcement will move forward through 2022 and beyond.

This special workshop will include the following:

• The IRS Collection Process
• The IRS Notices
• Tax Liens
• Tax Levies
• Installment Agreements
• Uncollectible Status
• Offers-in-Compromise
• Collection Appeals
• Tools for Managing an IRS Representation Practice
• Marketing: How to Find Clients

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!

Learning Objectives:

• Explain the IRS Collection process
• Identify opportunities to help taxpayers resolve their outstanding tax debts
• Describe how tax liens work and options for removing them
• Explain the mechanics of a tax levy
• Identify what is required for tax compliance
• Explain the options for resolving an outstanding tax debt
• Describe how to resolve tax issues with the Collection Appeals function

4 HOURS

IRS Enforcement is the cornerstone of our voluntary tax system, just in case people really think its voluntary!  This special workshop will walk you through the mechanics of tax liens and tax levies, and through case studies explain how to save your clients, resolve their issues and make a lot of money doing it.  With 15 million taxpayers in the collection division’s inventory, and another 10 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:

• Tax Lien Mechanics
• Discharging Assets from a Tax Lien
• Getting the IRS to Subordinate its Tax Lien
• Requesting and Getting Liens Withdrawn
• Tax Levy Mechanics
• How to Help Client’s Avoid Tax Levies
• Having Levies Released
• Disqualified Employment Tax Levies
• Case Studies with Completed Forms
• Checklists for Tax Liens and Tax Levies
• Marketing: How to Find Clients

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.

Learning Objectives:

• Explain the IRS Collection process
• Identify opportunities to help taxpayers resolve their outstanding tax debts
• Describe how tax liens work and options for removing them
• Explain the mechanics of a tax levy
• Identify what is required for tax compliance
• Explain the options for having a tax lien subordinated to another creditor
• Describe how disqualified employment tax levies work and when the IRS utilizes them

4 HOURS

The corner stone of IRS collection that drives everything, and the key to making money representing taxpayers, is being able to calculate the taxpayer’s “Reasonable Collection Potential (“RCP”).  RCP determines the Offer amount, it calculates monthly payments, it determines if the taxpayer is uncollectible or not.  Yet most practitioners fill the forms without thought or understanding the rules.  They certainly do not understand strategy.

We are going to change all that!

Join tax attorney and national speaker Eric Green on Tuesday November 30th for a special four-hour program that will explain the nuts and bolts of completing the 433 from start to finish.  Eric will not only cover the finer points of completing the 433 but will also review case studies and provide completed copies for you to review and take back to your practice.

Want to master tax resolution, and add that extra $100,000 to your bottom line?  Join us for this can’t miss program!

Learning Objectives:

• Explain which IRS Form 433 applies to the taxpayer’s situation
• Describe the IRS collection process
• Identify which expenses are limited by the IRS and which are not
• Understand how to calculate net equity
• Describe the RCP calculation

4 HOURS

Join us for this very special four-hour workshop where Tax Rep Network’s Eric Green is joined with National Speaker and Glass Wallet Ventures CEO Sharrin Fuller to will walk you through how to either build a new practice or take your existing practice and make it scalable.

And for those accounting and tax pros thinking about taking their practice with them to various places and run remotely, or even selling their practice one day, the work to make that happen and maximize dollars starts now!

The program will cover how to arrange your practice, automate functions, create leverage, and price your services appropriately.  Sharrin and Eric will also review how to charge for various services, and what VCs and purchasers look for when contemplating the purchase of the practice.

Every accountant will benefit from the insights shared by Eric and Sharrin in this very special program.

Learning Objectives:

• Identify critical tasks in an accounting and tax practice that can be leveraged and remain in line with Circular 230 ethical rules
• Describe the pain points in a tax practice and what potential VC investors and buyers look for in a practice
• Explain how to keep your practice running, tax filings accurate and timely while running your operation remotely

6 HOURS

Join us for this very special six-hour 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 25 million taxpayers in trouble 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!

Learning Objectives:

• Explain the Offer-in-Compromise process and how the IRS program works
• Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
• Describe how the IRS calculated reasonable collection potential
• Explain the requirements to qualify for an Offer-in-Compromise
• Identify what is required to maintain tax compliance
• Describe how to prepare an Appeal of a denied Offer

4 HOURS

The fallout from the pandemic has seen bankruptcy and divorce rates soar, and many courts have not even reopened yet!  Before the dust even settles on the divorce clients will be seeking help to unwind that joint liability for the returns they signed with their now ex-spouse.  Join us on July 21^st as attorney and national speaker Eric Green will walk you through the innocent spouse case from start to finish.  The program will review joint liability, what practitioners should consider BEFORE they file the return, and what to do with the client that now owes a liability they do not believe they should be responsible for.  The workshop will also review how to document your client’s case, how to complete the Form 8857, and how to prepare and handle the Appeal.

The workshop will include case studies of actual cases with forms so you can follow how things went right, what happened when they went bad, and learn what to do in your practice so you can give your client the best shot of relief possible.

Learning Objectives:

• Understand how joint liability for a tax return works
• Identify issues surrounding innocent spouse claims
• Explain how the innocent spouse process works
• Describe how to document your client’s innocent spouse claim

4 HOURS

Those late-night commercials make it sound just so easy, but how do you get rid of tax penalties?  This program will cover the various penalties applied by the IRS, and the various ways practitioners can seek to have them removed.  The program will cover First Time Penalty Abatement, abatement for reasonable cause, and how to lay the groundwork for avoiding penalties during the audit.  The program will cover IRS Account Transcript analysis to find first-time abatement opportunities, strategies for documenting your clients case for reasonable cause, and preparing and taking the initial denial to appeals.

This special workshop will include the following:

• A review of the various tax penalties,
• A review of the First Time Penalty Abatement program by the IRS and when it applies
• A detailed discussion of what constitutes reasonable cause for purposes of avoiding penalties
• A discussion of how to document a client’s reasonable cause argument for abating penalties
• The IRS process and how to apply for penalty abatement
• Preparing and winning the appeal when abatement is denied

The workshop will include detailed exhibits, forms and reviews of actual abatement letters and completed forms, and how to help your client document their case.  Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!

Learning Objectives:

• Understand the first-time abatement program and when it applies
• Describe reasonable cause for avoidance of penalties
• Identify opportunities to avoid penalties during an IRS examination
• Explain how to draft an abatement letter that covers the critical points for the IRS to abate the penalty
• Describe the process of preparing an abatement appeal