Lunch & Learn Series
Free Programs to Boost Your Practice
Reserve Your Spot Today for these incredible programs!
Tax Rep Network and NATP are proud to present “The NATP Lunch & Learn Series.”
Be sure to join Eric Green of Green & Sklarz LLC via LIVE WEBCAST for a timely and informative series of webinars aimed at helping you – the tax practitioner – with the latest and best information, know-how, and tips and tricks of the industry.
DETAILS:
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All Programs are FREE to Register!
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All Programs are 12pm – 12:30pm Eastern
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All Programs are via LIVE WEBCAST
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All Programs offer No Continuing Education Credits
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Register for one program or Register for all three!
The NATP Lunch & Learn Series
Learn more about each incredible program:
There is usually a reason why the client is in tax trouble with the IRS. Guess why? This program will review the usual mistakes clients make when dealing with the IRS, and what we need to do to educate the client and get them back on the path of compliance and success. This program will help you kick off the 2021 enforcement season with a list of the best advice we have given our Tax Representation clients over the last 20+ years so you have it handy when you need to deal with your clients, why its critical to look at the stuff the IRS thought important enough to send them, and what it all means.
Learning Objectives:
- Understand the IRS exam and collection process
- Identify key steps clients need to take when dealing with the IRS
- Describe opportunities to resolve issues and bring the client’s case to a successful conclusion.
It was a hard slog: you dealt with the difficult auditor, then the Revenue Officer who liked to be threatening, and finally you worked out the compromise your client wanted and received the acceptance letter. And then, guess what? Yep, the client decided to do something on their own and unwound everything! This program will review actual cases where a client foolishly unwound an entire deal, and review how (sometimes) we can salvage the case and save the day.
The point of an audit, according to the IRS itself, is to check on how the taxpayer is doing in respect to their returns and reporting and use this time as an educational opportunity. Yet sometimes there are examiners who do not seem to understand this and have decided it’s a time to torture you and your client. Trust us, you do not need to take their abuse! This program will review what to do when the auditor seems to be insistent on hurting you, the client, and anyone else who gets in their way.
We love getting new representation clients – they are very lucrative cases. But what do you do when the phone rings? How do you get paid? What information should you ask for, and what are your first five steps?
Join us for this special program as Eric Green, the founder of Tax Rep Network, the New England IRS Representation Conference, and his own 22 person tax law firm Green & Sklarz LLC, walks you through how to onboard these new clients properly to assure you can resolve their back tax issue and make money doing it!
THE NATP LUNCH & LEARN SERIES PROGRAMS ARE CONCLUDED FOR NOW
About the Instructor:
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.