5th Annual Tax Rep Summit [3-Day Event] (Presented by Tax Rep) (Day 2)

A fast-paced overview of the most significant IRS developments, rulings, and procedural changes from the past year. This session brings practitioners up to speed on critical updates they need to know for effective tax representation.

Learn strategies for responding to automated IRS audit notices and correspondence examinations. This session covers best practices for managing automated enforcement actions and protecting client interests during the audit process.

Explore techniques for handling automated collection notices, levies, and liens issued through IRS automated systems. Practitioners will learn how to effectively respond to and resolve automated collection actions.

Master the art of drafting effective IRS appeals and navigating the hearing process. This session provides practical guidance on protest letters, supporting documentation, and hearing preparation strategies.

Discover the full range of IRS online tools available to practitioners for managing client accounts. Learn how to leverage digital resources for transcripts, payments, authorizations, and case management.

A deep dive into completing IRS Collection Information Statements accurately and strategically. This extended session covers asset valuation, allowable expenses, income verification, and common pitfalls to avoid.

Understand when and how individual and business collection information statements work together, particularly for partnerships and self-employed taxpayers. Learn critical verification points for income, assets, and reconciling business and personal finances.

Compare and contrast CNC status with OIC strategies to determine the best resolution path for clients. Learn the key differences in qualification requirements, statute implications, and how real estate equity affects each option differently.

Review the landmark cases every tax representative must understand, from Craft and Drye on tax liens to Kovel arrangements for privilege. These cases provide the legal foundation for effective advocacy in collection, levy, and criminal tax matters.

Learn the fundamentals of Chapter 7 and Chapter 13 bankruptcy as tax resolution tools. Understand the three-year, 240-day, and two-year rules for dischargeability, plus critical tolling events and circuit court variations.

Develop effective defenses against TFRP assessments by understanding responsible person determinations and willfulness standards. Learn how to handle Form 4180 interviews and document defenses that protect clients from personal liability.

Explore Effective Tax Administration and Doubt as to Collectibility with Special Circumstances offers for clients who don’t qualify for standard OICs. Learn the economic hardship standards, public policy grounds, and documentation requirements for these challenging cases.

Discover cutting-edge AI tools for marketing your tax representation practice, including video avatars, AI agents, and voice assistants. Learn about Generative Engine Optimization and strategies for appearing in AI-powered search results.

Learn operational strategies for scaling a successful IRS representation practice while maintaining quality. This session covers workflow optimization, client management systems, and growth strategies for practitioners.

A comprehensive ethics session covering practitioner responsibilities under Treasury Circular 230 and emerging reverse Circular 230 considerations. This two-hour session fulfills ethics CPE requirements while addressing real-world ethical dilemmas in tax practice.