The Civil and Criminal Tax Fallout of a Complicated Relationship
A Full Day Workshop To Work Through the Whole Process on an Actual Case!
LIVE From Virginia Beach
Friday, November 17, 2023 | All Day | Live Conference via WEBCAST
Tony and Marie own a very successful restaurant. Unbeknownst to Marie, Tony was carrying on an affair with their bookkeeper, Tina. In 2019 Tony found a new girlfriend, breaking up with Tina. In the midst of the heated breakup, Tony ultimately fires Tina, grabbing the stuff from her desk and tossing it out the back door of the restaurant, all over the parking lot. Tina goes home furious and., after mulling it over for a few days, picks up the phone and makes a fateful call…
Join us for this very special full-day workshop where Tax Attorney and National Speaker Eric Green will walk you through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and Offer-in-Compromise.
This special workshop will include the following:
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Engagement letters, completing the Power of Attorney and handling potential conflicts of interest
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A review IRS criminal and civil investigation procedures
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How to prepare and file the Appeal, along with the handling the Appeals hearing
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A breakdown of an actual innocent spouse case from start to finish and how to complete the innocent spouse filing
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An in-depth analysis of IRS Collection and determining what collection alternative is best
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How Reasonable Collection Potential is calculated by the IRS and how Offers-in-Compromise work
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Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
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How to charge for these services and create a whole new revenue stream
The workshop will include all the forms, checklists and documents that tie into our case study. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Conference Agenda (tentative):
(All Times are EASTERN)
Friday, November 17, 2023
- 8:30 – 9:00 am: Registration / Coffee
- 9:00 – 9:15 am: Meet Tony and Maria, Our Taxpayers
- 9:15 – 10:00 am: Onboarding New Rep Clients
- Pricing
- Engagement Letters
- Conflict of Interest
- 10:00 – 10:45 am: Special Agents Come Calling
- 10:45 – 10:55 am: Break
- 10:55 – 11:30 am: Special Agents, Continued
- 11:30 – 12:00 pm: The Appeals Hearing
- 12:00 – 12:30 pm: Lunch
- 12:30 – 1:30 pm: Investigation Fallout
- 1:30 – 2:30 pm: Maria’s Innocent Spouse Case
- 2:30 – 2:45 pm: Break
- 2:45 – 4:15 pm: Tony’s Offer-in-Compromise
- 4:15 – 5:00 pm: Marketing Discussion on Finding and Signing Clients
PROGRAM DETAILS
LOCATION: Virtual Attendance – Live from Virginia Beach
DATE: Friday, November 17, 2023
TIME: ALL DAY | via Live Conference via WEBCAST
CREDITS: 8 Hours for EAs and CPAs
COST
EARLY BIRD (until 10/1): $299
REGULAR (until 11/1): $399
LATE (after 11/1): $499
Webcast spots available limited to 250! A VERY EXCLUSIVE CONFERENCE THIS YEAR!
Due to limited space and high demand, ALL WEBCAST SALES FINAL after 11/1/23.
Registration Bonus: Expires September 20th! (a $99 value)
Register now and receive a free digital copy of Eric Green’s brand new The Insider’s Guide to IRS Collections, Third Edition!
Download link will be provided on registration confirmation page for instant access.
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.
Webcast spots available limited to 250! A VERY EXCLUSIVE CONFERENCE THIS YEAR!
Due to limited space and high demand, ALL WEBCAST SALES FINAL after 11/1/23.
EDUCATION INFORMATION
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
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: In-Person / Group Internet Based
Field of Study: Tax
CPE: 8 hours
IRS CE: 8 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-00xxx-23-I / 15UFN-T-00xxx-23-O
Title: The Civil and Criminal Tax Fallout of a Complicated Relationship