WHY ATTEND THE 2019 TAX AND TAX RESOLUTION FORUM

Just Some of the Topics Covered…

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.

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 Deleware Statute? Learn 14 creative ways to eliminate Capital Gains Taxes.

November 14th, 2019

Woodland Hills, CA

info@taxresolutioninstitute.org

This is an excellent way to enhance your technical knowledge and well worth your valuable time. It was obvious that the presenter had a solid understanding of the materials obtained from many years of first hand experience. The fact that Enrolled Agents are eligible to receive CPE for attending as well as CPAs is icing on the cake! Thank you…

Harry E., EA, NTPI Fellow

Just wanted to take a moment and thank you for the insightful comments on my question about my client’s field audit. As I begin doing more of this type of work, I find your presentations very helpful in shaping discussions with my client and the IRS. Again, many thanks.

Bonnie S.

Just wanted to take a moment and thank you for the insightful comments on my question about my client’s field audit. As I begin doing more of this type of work, I find your presentations very helpful in shaping discussions with my client and the IRS. Again, may thanks.