$19.00 – $30.00
November 19th and 20th: Half-Day Webcast
HOW TO STAY BUSY ALL YEAR LONG
No one knows better than CPAs, Enrolled Agents, and Tax Preparers that tax work is seasonal. Learn what you can do to keep busy to ensure your income stream stays steady.
14 WAYS TO ELIMINATE CAPITAL GAINS TAX
Do you know what a 1754 election is? How about the Delaware Statute? Learn 14 creative ways to eliminate Capital Gains Taxes.
MARKETING YOUR SERVICES
You’ve spent years honing your skills to gain the knowledge and confidence to provide top quality service to your clients. Now you just need to know where to find them. Learn how to market to your desired client base as a non-marketing professional with limited time and resources.
SALES FOR PROFESSIONALS
How much time do you spend with prospective clients? I bet the answer isn’t….”way less than I hoped”. Learn not only how to close a deal with a prospect but also how to significantly shorten the time you spend with someone that is unqualified.
APPEALS
Just because the IRS says ‘no’ to your installment agreement request or generates a proposed assessment, doesn’t mean you need to accept their decision. Learn all aspects of appeals and when it makes sense to do so.
AUDITS
Learn the ins and outs of everything from defending a proposed assessment to knowing how to “read” a revenue agent.
INSTALLMENT AGREEMENTS
The new tax law caught many taxpayers off guard when it came to assessing additional liability compared to prior years. Entering your client into a low dollar installment agreement is an easy way to give them the time they need to catch up.
OFFERS IN COMPROMISE
When a taxpayer is under hardship and really underwater with the IRS, an Offer in Compromise is the ‘get out of jail free’ card for taxpayers that fit the box.
DISCHARGING TAXES IN BANKRUPTCY
Your accounting school instructor lied to you. Taxes CAN be discharged in bankruptcy. Learn which types are dischargeable and how long you need to wait to discharge them.
INNOCENT SPOUSE RELIEF
Having a spouse in jail isn’t the only excuse for claiming innocent spouse and releasing your client from liability. Find out the current regulations that enable your client to get off the hook.
IRS CRIMINAL INVESTIGATIONS
Under certain circumstances, the government may come after someone criminally for reasons such as under-reporting taxes or failing to file returns. Find out when the possibility of criminal charges comes into play and learn how to minimize the chance of that happening.
TAX COURT
Have an assessment or appeal that did not go your way? Learn how to use filing a tax court petition to your advantage even though the chances of appearing in court are slim to none.
PAYROLL TAXES
Did you know that your clients can be personally assessed if their company fails to remit payroll taxes? Learn everything to you need to know to minimize the chance of this happening and what to do if they are personally assessed.
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.
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?
Questions? Email us at Info@taxresolutioninstitute.org or call 877-829-8370.
Peter Stephan’s early research into U.S. tax code led him to specialize in IRS practices and procedures. As a tax consulta
nt, 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.
Yes…Taxes Are Dischargeable In Bankruptcy.
Daniel Weintraub, Esq., an attorney with 25 years of experience in business litigation and debtor / creditor matters, will lecture on the most creative and efficient ways to discharge taxes in bankruptcy.
Learn 14 Ways To NOT Pay Capital Gains Tax
LA’s Pre-Eminent Tax Attorney, Bruce Givner will walk you through 14 strategies you can use to minimize or eliminate capital gains tax.
Jeff RollertDon’t Wait…Grow Your Practice This Year!
Jeff Rollert, marketing guru and founder of ALM Advisors, will show you how to grow your practice year after year with proven marketing and organizational strategies.
Take advantage of this growing market and learn how to effectively take on Tax Resolution Clients. Topics covered in this course include…
This seminar is worth 8 Hours of CPE/CE/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:
MCLE (Minimum Continuing Legal Education): Taxation Law; Certified Public Accountants; Enrolled Agents
Field of Study: Taxation
National Registry of CPE Sponsor Number: 128917
IRS Continuing Education Provider Number: NN2YF-T-00003-15-O
*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.
