Tax Resolution Expert Program

Agenda


  • Day 1
    Thu, Sep 26, 2019

    7:00am – 8:00am Registration and Breakfast

    8:00am Class Begins

    • Introduction
    • Overview of Representation
      • Software Demo: Fee Calculator
      • Software Demo: Engagement Letter
      • Software Demo: Customizable Letters
    • Power of Attorney / Tax Information Authorization
      • Software Demo: Forms 2848 / 8821
    • Client Questionnaire
      • Software Demo: Client Questionnaire
      • Software Demo: Client Portal
      • Software Demo: Chat
      • Software Demo: Step-by-Step Workflow

    10:00am - 10:20am Coffee-break

    10:20am - 12:30pm

    • IRS Transcripts Delivery and Analysis
      • Types of transcripts
      • Different methods to get IRS Transcripts
      • Transcripts Reports
      • Transcripts Dashboard
      • Client Summary
      • Software Demo: IRS Transcripts Delivery and Analysis
      • Software Demo: Mobile App
    • Comparison of Tax Resolution Options
      • Offer in Compromise
      • Installment Agreement
      • Currently Not Collectible Status
      • Bankruptcy
      • Software Demo: Case Diagnostics
      • Software Demo: Resolution Evaluation
    • Statutes of Limitation
      • Assessment Statute Expiration Date (ASED)
      • Collection Statute Expiration Date (CSED)

    12:30pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • Collection Information Statements (433-A, 433-A (OIC), 433-F)
      • Software Demo: Forms 433-A / 433-A (OIC), 433-F, 433-B / 433-B (OIC)
    • Offer in Compromise
      • Instructed by guest speaker, Robert McKenzie, Tax Attorney

    3:40pm - 4:00pm Coffee-break

    4:00pm - 5:30pm

    • Case Study 1 “Offer in Compromise for Trust Fund Recovery Penalties”
    • Case Study 2 “Offer in Compromise with Self-Employed Individual”
    • Closing. Questions and Answers.

    05:30pm End of Day 1

    06:00pm – 07:00pm – Welcome reception / 33rd Floor Executive Lounge

  • Day 2
    Fri, Sep 27, 2019

    7:00am - 8:00am Breakfast

    8:00am Class begins

    • Non-Filer Representation, Instructed by guest speaker, Robert McKenzie, Tax Attorney
      • Who might be prosecuted for non-filing and when
      • IRS priorities
      • IRS notice procedure
      • Campus procedures for ASFR’s
      • How many years to file, and
      • Case resolution techniques

    10:00 - 10:20 Coffee-break

    10:20am - 12:30pm

    • IRS Collection Procedures, Instructed by guest speaker, Robert McKenzie, Tax Attorney
      • IRS Levies
      • Seizures
      • Lien procedures
      • Advanced concepts in liens: Subordination, Subrogation, Discharge and Non-Filing of liens
      • The newest IRS initiatives and the best way to protect your client
      • Installment Agreements
      • Installment Agreements
      • Offers in Compromise
      • Currently Not Collectible
      • Other collection alternatives

    12:30pm - 2:00pm Lunch

    2:00pm - 3:40pm

    • Employment Tax Issues & Trust Fund Recovery Penalty
      • Software Demo: Form 4180
    • Case Study 3 “Partial Pay Installment Agreement”
      • Software Demo: Scenario Simulator

    3:40pm - 4:00pm Coffee-break

    4:00pm - 5:20pm

    • Bonus Marketing Class: The 7-Figure Tax Resolution Practice Blueprint
      • How to attract tax resolution clients and increase your revenue
      • Instructed by guest speaker, Michael Rozbruch, CPA

    05:20pm End of Day 2

  • Day 3
    Sat, Sep 28, 2019

    7:00am - 8:00am Breakfast

    8:00am Class begins

    • Enforcement Collection Activities: Federal Tax Lien, Bank Levy & Wage Garnishment
      • Software Demo: Forms 12153 & 911
    • Penalty Abatement
      • Software Demo: Form 843

    10:00am - 10:20am Coffee-break

    10:20am - 12:50pm

    • Innocent Spouse Relief & Injured Spouse
      • Software Demo: Forms 8857 / 8379
    • PitBullTax Software demo
      • To Do List
      • Calendar
      • Time tracking
      • Case Tracking
      • Billing
      • Activities
      • Logo Setup
      • White labeling
      • Zapier Integration
      • Searchable Internal Revenue Manual
      • Expert Tips and Techniques
      • History Log
      • IRS Contacts List
    • Closing and Q&A

    12:50pm End of Day 3



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