5th Annual Tax Rep Summit [3-Day Event] (Presented by Tax Rep)

This comprehensive session covers the year’s major legislative changes including the increased $40,000 SALT cap and new Trump Accounts for children born 2025-2028. It also addresses IRS organizational shifts, online services improvements, simple installment agreement changes, and offer in compromise statistics.

Learn how automation is reshaping IRS audits, with California leading aggressive AI-driven enforcement that targets S-corps with unreported compensation. This session covers effective response strategies for correspondence examinations, including formatting tips and critical mailing practices to protect your clients.

Explore the future of IRS collections automation and the impact of recent staffing losses on taxpayer interactions. This session details key collection notices from CP14 through CP90, collection due process hearing rights, and practical strategies for reaching ACS representatives quickly.

Master the art of preparing successful IRS appeals under AJAC rules that limit appeals to existing audit records. This session covers structuring written protests, presenting evidence effectively, leveraging hazards of litigation, and using qualified offers strategically.

Discover the full range of IRS online capabilities including the tax pro account, transcript delivery system, and online power of attorney processing. Learn critical tips for address matching, alternative authorization methods, and new features like online CP2000 responses.

This extended session provides in-depth training on mastering Form 433 financial statements used in IRS collections cases. Participants will learn how to accurately complete these critical forms that determine installment agreements, currently not collectible status, and offer in compromise eligibility.

Examine the intersection between individual and business financial statements when clients have both personal and business tax liabilities. This session covers strategies for presenting unified financial pictures and avoiding common errors in dual-form submissions.

Compare currently-not-collectible status versus offer in compromise as resolution strategies for clients who cannot full-pay their tax debts. Learn the qualification criteria, advantages, and long-term implications of each approach to recommend the best path forward.

Review the ten most important tax representation cases practitioners need to know from the past year. This session analyzes key court decisions affecting collections, appeals, and taxpayer rights that directly impact how you represent clients before the IRS.

Identify which taxpayers should consider bankruptcy as a tax debt resolution strategy and understand the intersection of tax law and bankruptcy code. Learn the timing rules, dischargeable versus non-dischargeable taxes, and when bankruptcy provides advantages over IRS solutions.

Master the defense against trust fund recovery penalty assessments that hold individuals personally liable for unpaid employment taxes. This session covers protest procedures, responsibility and willfulness defenses, and strategies to protect clients from TFRP assessment.

Deep dive into ETA (Effective Tax Administration) and DCSC (Doubt as to Collectibility) offer in compromise categories for clients who don’t qualify under standard reasonable collection potential calculations. Learn the specific requirements and documentation needed for these specialized offer types.

Explore cutting-edge AI tools and strategies for marketing your tax representation practice in 2025 and 2026. This session provides practical guidance on using artificial intelligence to attract clients, create content, and grow your practice efficiently.

Transform your practice using the new leverage model of automation rather than traditional staffing pyramids. Learn about productized CFO advisory services charging $2,000 monthly per client, outsourced bookkeeping benefits, and subscription pricing models that create scalable recurring revenue.

This comprehensive ethics session covers Circular 230 requirements governing practice before the IRS and reverse Circular 230 considerations. With OPR currently leaderless and proposed revisions pending, practitioners will learn current ethical obligations and anticipated regulatory changes.