Grow your tax practice by getting better at what you know and find out what you’ve been missing!
New Tax Laws
Audits
Appeals
Tax Resolution
Have you ever considered expanding your client offerings with Tax Resolution / Tax Controversy?
Over 26 Million of the 153 Million Taxpayers in the US disagree with or can’t afford to pay the amount they owe.
Let the Tax Resolution Institute show you how Tax Resolution can keep your income flowing all year long.
Did you know that a single Offer in Compromise case could earn your practice between $5,000 – $15,000? Only one case a month could add over $60,000 to your bottom line.
Sign up now for the Tax Resolution Institute Full Day Seminar in Los Angeles, CA on August 1st, 2018.
Can’t make it in person? No Problem! The entire event will be streamed online across the country.
Want to train multiple staff members? Give us a call at (877) 829-8370 for discounted group rates.
Our Reviews Results from last time
4.8/5 – “How useful was the course information?”
4.96/5 – “How engaging was the Keynote Speaker?”
97.2% – Would “recommend this course to a colleague”!
If you can’t answer these questions, you should take this course…
Is an offer in compromise always better than an installment agreement?
What percentage of offers get accepted?
Are taxes dischargeable in bankruptcy?
What should my client do if they cannot afford to pay anything?
Can I get my client “off the hook” if they are found personally responsible for payroll tax liability?
Can my client refinance their home if they have a tax lien?
Where can I turn if my client has a complex tax problem and I don’t have the time or desire to help them?
Learn from the tax resolution industry experts/leaders who set the standard for Tax Resolution firms across the nation. Peter Stephan has built a highly successful and reputable business and has over 25 years of 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 200A – (Advanced Tax Resolution) course, become a Tax Resolution Specialist and grow your practice to new heights.
Unable to make these dates…purchase a DVD copy of the event by clicking here.
**recording may be from a previous airing of the course.
*Live attendees are encouraged to arrive at 8am in order to network and meet with the speakers
Peter Stephan’s early research into U.S. tax code led him to specialize in IRS practices and procedures. As a tax consultant, Peter Stephan focused his practice in the area of IRS and State collection including the challenges that come with providing effective tax resolution services. As the author of The Ultimate Tax Resolution Guide, Mr. Stephan quickly became known as the guy who wrote the book (literally) on tax resolution services.
Other professionals, including attorneys, accountants and enrolled agents, sought Peter Stephan out to teach them the intricacies of the tax resolution business. In addition to practicing, tax resolution expert Peter Stephan shares his insights into successfully working with the IRS to achieve successful outcomes.
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 broad set of skills, 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.
In addition to specializing in the area of tax resolution, Peter’s firm also provides capital market expertise and other financial services including business management and general tax services for businesses, high-level financial groups, trusts, closely held entities, high net worth individuals, and startups.
Furthermore, Mr. 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.
Norman J. Kreisman, ESQ
An expert on Chapter 7, 11, and 13 Debtor and Creditor Representation while specializing in the discharging of Federal and State taxes, tax attorney Norman J. Kreisman leads the team of attorneys at the Tax Resolution Institute. After receiving his BS at Arizona State University, Mr. Kreisman moved to Los Angeles and worked as a UCLA accredited paralegal before attending law school. While receiving his JD at Loyola Law School, Norman J. Kreisman worked as a paralegal at Gibson, Dunn & Crutcher in Los Angeles.
While attending Loyola Law School, Norman J. Kreisman, Esq. was trained and certified by the Internal Revenue Service as a volunteer to provide free income tax preparation assistance to low-income, elderly, disabled and limited English speaking people through the IRS’s Volunteer Income Tax Assistance (VITA) Program.
After graduating in 1991, tax attorney Norman J. Kreisman pioneered the use of computer-assisted litigation while working as a Contract Attorney at Christensen, White, Miller, Fink & Jacobs in Los Angeles. Developing a method of analyzing the dischargeability of tax debts in potential bankruptcy cases, tax attorney Norman J. Kreisman became the lead Bankruptcy Attorney at the Tax Consulting Group in Los Angeles. He also created standardized Motions for Adversary Proceedings and Contested Matters, helping other lawyers at the firm to execute plans for their cases. Forming an independent practice as an IRS Tax Expert and Tax Resolution Consultant specializing in bankruptcy, tax attorney Norman J. Kreisman represented both debtors and creditors.
With a history of successful execution as an IRS Tax Expert & Tax Resolution Consultant, tax attorney Norman J. Kreisman helps to identify and clarify legal issues for his clients. A seminar speaker on discharging taxes in bankruptcy, tax attorney Norman J. Kreisman has been admitted to practice before the U. S. Tax Court and Ninth Circuit Court of Appeals. As the leader of the Tax Resolution Institute legal team and an IRS Tax Expert & Tax Resolution Consultant, tax attorney Norman J. Kreisman is an invaluable resource, both for his ability to communicate effectively with clients and his extensive experience working with the IRS and state taxing agencies.
Learning Objectives:
Take advantage of this growing market and learn how to effectively take on Tax Resolution Clients. Topics covered in this course include…
What is Tax Resolution
The 5 most common methods to solve Income Tax Issues
The 4 most common ways to solve Payroll Tax Issues
How to properly prepare an Installment Agreement (IA)
How to properly prepare an Offer in Compromise (OIC)
In-depth analysis of each type of Offer in Compromise
When to use an Offer in Compromise vs an Installment Agreement
Tax Resolution Sequence of Events
How to use IRS National and Local Standards
How to Fill out a Power of Attorney (Form 2848)
Why and How to Prepare an Engagement Letter
How to Price your services
How to Market & Sell your services
How to read and interpret IRS Transcripts
How to Discharge Taxes in Bankruptcy
Who is eligible for Innocent Spouse Relief
IRS Criminal Investigation
Each way to Appeal an IRS decision
What to do in an IRS Audit
When to go to Tax Court and Why
How to target the “low hanging fruit” first in order to get an instant new revenue stream
How to work with the Tax Payer Advocate
CPE/MCLE
This seminar is worth 8 Hours of CPE/MCLE* credit.
Live attendees will have their attendance recorded by a proctor.
Online attendees will be presented with 24 polling questions over the course of the seminar. These polling questions will appear randomly during the presentation without prompting, per NASBA requirements. Attendees will have 45 seconds to respond. Missing a few polling questions will not disqualify you from receiving CPE.
This course is approved for the following categories of credit:
*The Tax Resolution Institute offers CPE credit to CPAs and EAs in all 50 states. The Tax Resolution Institute has been approved by CA and KS to offer MCLE credit to practicing attorneys. State reciprocity rules and non-MCLE requirement rules indicate that MCLE/CE credit may also be given in AK, AR, CO, CT, FL, HI, ME, MD, MA, MI, MT, NJ, NY, ND, OR, SD, WV and WI. Check with your State to confirm that credit may be given.
