Advanced Tax Resolution 250A | Live/Online | Nov. 4 & 5

$195.00$349.00

Tax Resolution Essentials 250A (Advanced Tax Resolution) – Seminar & Webcast

UNPRECEDENTED
TWO-DAY EVENT!

Dates: November 4th & 5th, 2016
Times:

  • Live:     8:00 AM – 4:30 PM (PST)  Includes time to network with the speakers
  • Online: 8:30 AM – 4:30 PM (PST)

Cost:
Live:  $270 – $349
Online:  $195 – $249

Live Seminar Location:
National University
3390 Harbor Blvd
Costa Mesa, CA 92626

1 or 2 Full Days of Tax Resolution Training – you get 8 to 16 hours of CPE/MCLE credit

Pricing Options

SKU: N/A Category:

Description

official-ocea-logo-reversedPresented in conjunction with the Orange County Chapter of Enrolled Agents

Unavailable on these dates?
Purchase a DVD copy* of the 1-Day (8-hour) version of the course.

Did you know that 26 Million of the 153 Million Taxpayers in the US disagree with or can’t afford to pay the amount they owe?

Take advantage of this growing market and learn how to effectively take on Tax Resolution Clients. Topics covered in this course are:

  • How to make your Client’s Inability to pay your MOST powerful tool!
  • Learn how to prepare and submit an Offer in Compromise with 95% probability of success
  • Learn how to sell your services and close more cases
  • How to target the “low hanging fruit” first in order to get an instant new revenue stream
  • Effectively market your business in order to attract “qualified” leads and prospects
  • Properly price the different services to maximize your profit margin
  • And more…

Meet our Presenter:

Peter Y Stephan, CPA                                                                            
Founder Tax Resolution Institute                                                          

Peter bio 17 (use this)Peter Stephan’s early research into the tax codes led him to specialize in IRS practices and procedures. In particular, as a tax consultant, Mr. Stephan focused on the “collection” area and the challenges of providing clients tax resolution services. As the author of The Ultimate Tax Resolution Guide. Peter Stephan quickly became known as the guy who literally wrote the book on tax resolution.

Other tax professionals, including lawyers, accountants and enrolled agents, sought tax consultant Peter Stephan out to teach them the intricacies of tax resolution services. In addition, tax resolution expert Peter Stephan shared his insights into successfully working with the IRS to achieve successful outcomes with his tax resolution services for his clients as a tax resolution expert.

Peter Stephan built the Tax Resolution Institute as a firm with a unique blend of skills in accounting, taxation, business consulting for small & middle-sized companies and individuals in diverse industries. These diverse skills that are based in experience and expertise allow tax resolution consultant Peter Stephan and the Tax Experts at the Tax Resolution Institute to help people and organizations achieve tax relief through the strategic use of financial know-how.

Peter Stephan is frequently retained by other CPAs and Attorneys to perform forensic accounting and litigation support, including expert witness services relating to various accounting, fraud and tax compliance matters.


Did you know that 26 Million of the 153 Million Taxpayers in the US disagree with or can’t afford to pay the amount they owe?

Take advantage of this growing market and learn how to effectively take on Tax Resolution Clients. Topics covered in this course are:

  • How to make your Client’s Inability to pay your MOST powerful tool!
  • Learn how to prepare and submit an Offer in Compromise with 95% probability of success
  • How to target the “low hanging fruit” first in order to get an instant new revenue stream
  • Acquire “qualified” leads to keep you busy all year long
  • And Much More…

This course is ideal for CPA’s, Enrolled Agents and Attorneys who have clients with tax problems or who are looking to expand their business and offer Tax Resolution Services. Statistics show that over 26 Million of the 153 Million taxpayers in the United States can’t afford to pay or disagree with the amount of taxes owed. This presents a great opportunity for you as a trusted advisor.

Learn the ins and outs of Tax Resolution and feel completely confident in taking on problem tax clients regardless of the type of case. You will learn how to:

  • Negotiate an Installment Agreement based on your clients ability to pay
  • Process an Offer in Compromise with a 95% likelihood of being successful
  • Increase the overall tax savings by learning how and when to Abate Penalties
  • Convince the IRS to release a bank levy or wage garnishment
  • And much more… (See Course Details Tab for more Info)

Still not sure? Are you concerned that you will not have the tools necessary to attract new business? Stop stressing…This course also covers the business side of handling tax resolution matters. After all, why learn it if you can’t sell it.

  • Effectively Market your business in order to attract “qualified” leads and prospects
  • Properly price the different services to maximize your profit margin
  • Acquire the necessary resources to help you with the “out-of-the-box” cases
  • Manage your new cases from beginning to end to ensure successful resolution
  • And more…

Address additional questions to [email protected] or call 877-829-8370

Learn from the tax resolution industry experts/leaders who set the standard for Tax Resolution firms across the nation. Both Peter and Michael have built highly successful and reputable businesses and have over 45 years of combined experience in negotiating with the IRS, State and local taxing agencies the best resolution for both individuals and businesses with tax problems.

Attend the Tax Resolution Essentials 250A – (Advanced Tax Resolution) course, become a Tax Resolution Specialist and grow your practice to new heights.

 

*recording may be from a previous airing of the course.

Terms and conditions

Additional information

Topics Covered

•Introduction to Tax Resolution
•Sequence of Events
•Payroll Tax – Trust Fund and Trust Fund Recovery Penalty
•Installment Agreements
•Offers in Compromise
•How to Read IRS Transcripts
•Taxes and Bankruptcy
•Statute of Limitation – including Tolling Events
•Appeals
•Strategies including Tips and Traps
•Innocent Spouse Relief
•Effective Marketing Techniques
•Pricing Guideline for Services
•Proper Case Management

Accommodations

Continental Breakfast, Lunch and Afternoon Refreshments will be provided. Room accommodations available next door at the Marriott Hotel.

Marriott Hotel – Irvine
18000 Von Karman Ave.
Irvine, CA 92612

(949) 553-0100
http://www.marriott.com/laxir

Can’t make it to Irvine?
Live Webcast broadcast in HD

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