2022 IRS Representation 3-Day Workshop: Adding a high-volume tax rep practice to your firm

Eric L. Green
Eric L. Green
Green & Sklarz LLC

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network.

Roger Nemeth, EA
Roger Nemeth, EA
Tax Help Software

Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents.

Live Video-Broadcast: December 12 - 14, 2022
2022 IRS Representation 3-Day Workshop: Adding a high-volume tax rep practice to your firm

$245.00 19.5 hour CLE

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Program Summary

Before the pandemic started, taxpayers who could not pay their IRS debt and that were in the IRS Collections Division inventory numbered over 15 million, with another 10 million identified non-filers. Now that we are emerging from the pandemic, that number will skyrocket due to those affected by long-term unemployment, unpaid rent backlogs, and insane hospital bills. Tax professionals who know how to work out payment agreements between the IRS and these taxpayers are in more demand than ever before.

This special IRS Representation Summit is being put on by Eric Green (Tax Rep Network) and Roger Nemeth (Tax Help Software) and is designed as a multi-day workshop that will walk you through not only the IRS Rep process but the forms, and cover case studies and marketing techniques to help you build this lucrative practice area.

Your instructors are Eric Green and Roger Nemeth. Eric is a nationally-recognized tax attorney and popular speaker and author who has helped thousands of accountants start and grow successful tax representation practices. Attorney Green’s offer acceptance rate is 93 percent, and he will share his best-in-class methods. Full bio below.

Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.

Key topics to be discussed:

  • Managing a High-Volume Tax Rep Practice: Letters, Forms and Checklists
  • Lead Generation in 2023
  • Simple Ideas that Pay Great
  • How to Represent a Client in a CDP Hearing
  • War Stories with Bill Nemeth, Catharine O’Connor, etc.
  • Penalties and Penalty Abatement: A Step-by-Step Approach
  • Tony & Marie Part I: The IRS Special Agents Cometh
  • Tony & Marie Part II: Resolving the Nightmare
  • Selecting Which Resolution Strategy
  • Correspondence Exam Game Plan
  • What Records? Reconstructing What No Longer Exists (or Never Existed)
  • Ask the Wizards: Your Tax Rep Questions Answered

Date / Time: December 12 - 14, 2022

  • 12:00 pm – 8:00 pm Eastern
  • 11:00 am – 7:00 pm Central
  • 10:00 am – 6:00 pm Mountain
  • 9:00 am – 5:00 pm Pacific

Closed-captioning available

Speakers

Eric-L.-Green_Green-&-Sklarz-LLC_myLawCLEEric L. Green | Green & Sklarz LLC

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.

Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.

Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.

Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.

Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.

 

Roger Nemeth, EA | Tax Help Software

Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.

Agenda

DAY 1, MONDAY, DECEMBER 12, 2022

I. Managing a High-Volume Tax Rep Practice: Letters, Forms and Checklists | 12:00pm – 1:30pm

  1. The Process
  2. Training Your Staff
  3. Onboarding
  4. Checklists
  5. Tracking
  6. Resolution
  7. Creating the Annuity

Break | 1:30pm – 1:45pm

II. Lead Generation in 2023 | 1:45pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. Simple Ideas that Pay Great | 4:00pm – 5:30pm

  1. Transcript Analysis
  2. Streamlined IAs
  3. FTA
  4. Closing and Tracking / Monitoring (i.e.. The Annuity)

IV. How to Represent a Client in a CDP Hearing | 5:30pm – 6:30pm

Break | 6:30pm – 6:45pm

V. The Client Cannot Get into Compliance, Now What? Strategies for Client’s That Don’t Have their Sh*t Together | 6:45pm – 8:00pm

 

DAY 2, TUESDAY, DECEMBER 13, 2022

I. War Stories with Bill Nemeth, Catharine O’Connor, etc. | 12:00pm – 1:30pm

Break | 1:30pm – 1:45pm

II. Penalties and Penalty Abatement: A Step-by-Step Approach | 1:45pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. Tony & Marie Part I: The IRS Special Agents Cometh | 4:00pm – 5:00pm

Break | 5:00pm – 5:15pm

IV. Tony & Marie Part II: Resolving the Nightmare | 5:15pm – 8:00pm

 

DAY 3, WEDNESDAY, DECEMBER 14, 2022

I. Selecting Which Resolution Strategy | 12:00pm – 1:15pm

Break | 1:15pm – 1:30pm

II. Correspondence Exam Game Plan | 1:30pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. What Records? Reconstructing What No Longer Exists (or Never Existed) | 4:00pm – 6:00pm

Break | 6:00pm – 6:15pm

IV. Ask the Wizards: Your Tax Rep Questions Answered | 6:15pm – 8:00pm