Payroll taxes are the number one reason why small business get into trouble with the IRS, and small businesses continue to suffer from the fallout from the COVID-19 pandemic along with supply chain issues, inflation, and staffing problems. The IRS has now announced an increase in enforcement of personal liability along with income tax assessments and civil fraud penalties against the owners of these businesses!
Meet Mary Jones.
Mary operated a staffing company with her sister and niece in Connecticut when they fell behind in their payroll tax filings and payments. We will walk you through Mary’s case, including the completed forms and letters, so you can follow along, understand this extremely lucrative practice area, and understand exactly what you need to do when these clients arrive in your office.
This program will cover the assessment and resolution for the company, and how to deal with the personal liability of the owner and key employees. We will also cover how to charge for these extremely lucrative tax matters and some marketing techniques to attract small business clients that need tax help.
This special workshop will include the following:
A review of how payroll taxes and the personal assessment work
Opportunities to resolve the issue at the company level and minimize penalties
How to prepare a protest and build your client’s case when challenging personal liability
How to reopen cases where the client failed to protest the trust fund assessment
How to find clients who need help
Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
The workshop is based upon an actual case, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and exhibits that they can use right in their own practice. There will also be a review of marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!
Get Eric’s “The Accountant’s Guide to Resolving Payroll Taxes” for only $25 when you purchase the recording of the Miami Conference.
Regular $99! Instant savings of $74!
Add it to your cart at checkout!
ORIGINAL DATE: September 19, 2022
FORMAT: Live Conference Recording
DURATION: 4 Hours
Conference Recording only $49!
REMINDER: No education credit for recording.
About the Instructors:
Eric L. Green, Esq.
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.
Catharine O’Connor, Esq.
Admitted to the Florida Bar in 2012. Practiced Tax Controversy from 2012-2020 for one of the largest national tax resolution companies; acted as the training manager for many of those years and was the senior resolution attorney from 2019 to 2020. Over 8 years of tax resolution experience with hundreds of millions in tax debt resolved for delinquent taxpayers. Thousands of hours logged in call time with IRS collections agents, Revenue Officers, Settlement Officers and Revenue Agents. Experienced in working with complex high debt taxpayers, including businesses with payroll tax issues, with years of practical experience in achieving results for clients. Currently Head of Education for Tax Mentor, your practical and principled resource for Tax Resolution Training.
- Explain how payroll taxes work
- Identify issues that create personal liability for unpaid payroll taxes
- Describe how the IRS assesses liabilities against the company
- Explain the options for the company to resolve its payroll tax liability
- Explain how personal liability for the unpaid trust funds works
- Describe the options for a responsible person to resolve their trust fund penalty liability