2025-12-19 09:00:00
15.75 hours
2025-12-19 09:00:00
15.75 Credits
2025-12-19 09:00:00
15.75 hours
2025-12-19 09:00:00
15.75 hours
Attorneys will learn strategies for building high-volume IRS representation practices, ethical obligations under Circular 230 and AICPA standards, and AI ethics considerations in tax practice.
Attorneys will gain practical frameworks for client intake, case management, staffing specialization, conflict resolution, and documentation practices that protect their credentials.
Attorneys will learn strategies for building high-volume IRS representation practices, ethical obligations under Circular 230 and AICPA standards, and AI ethics considerations in tax practice.
Attorneys will gain practical frameworks for client intake, case management, staffing specialization, conflict resolution, and documentation practices that protect their credentials.
Agenda
Session 1
What You Missed This Year in 60 Minutes
Session 2
Dealing with Automated Enforcement: Audits Overview
Session 3
Dealing with Automated Enforcement: Collections Strategies
Session 4
How to Draft Appeals and Manage Hearings
Session 5
Everything You Can Do with IRS Online
Session 6
Mastering the 433 Financial Statement Forms
Session 7
The Intersection of 433-A and 433-B Forms
Session 8
Currently-Not-Collectible vs Offer-In-Compromise Analysis
Session 9
The Ten Tax Rep Cases You Need to Know
Session 10
Taxpayers Who Should Consider Bankruptcy Options
Session 11
TFRP Defense: Protesting Trust Fund Recovery Penalty
Session 12
ETA and DCSC Offers-in-Compromise Deep Dive
Session 13
Using AI for Marketing: 2025/2026 Update
Session 14
Building and Managing High Volume IRS Practice
Session 15
Circular 230, Reverse Circular 230, and AI Ethics
9:00 am - 10:00 am EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
A rapid-fire review of the most significant tax developments, IRS policy changes, and legislative updates from the past year. This session ensures practitioners are current on critical changes affecting their representation practice.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
10:00 am - 10:50 am EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Learn strategies for handling IRS automated audit notices and correspondence examinations efficiently. This session covers response protocols and techniques for resolving automated audit issues before they escalate.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
11:00 am - 12:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Explore the automated collection system (ACS) and effective methods for protecting clients from levies and liens. Understand the collection process timeline and intervention points for optimal client outcomes.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
1:00 pm - 1:50 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Master the art of drafting compelling IRS appeals and navigating the hearing process successfully. This session covers protest letter requirements, hearing preparation, and negotiation strategies with Appeals Officers.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
1:50 pm - 2:40 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Discover the full range of IRS online tools available to tax practitioners for managing client cases. Learn to leverage online account access, transcript retrieval, and digital communication channels effectively.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
3:00 pm - 5:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
A comprehensive deep-dive into completing IRS Forms 433-A, 433-B, and 433-F for collection cases. Learn proper asset valuation, allowable expense standards, and strategies for presenting client financials favorably.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
9:00 am - 9:50 am EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Examine the complexities when individual and business financial statements overlap for self-employed taxpayers. This session clarifies how to properly allocate income, expenses, and assets between personal and business forms.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
9:50 am - 10:45 am EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Compare and contrast CNC status and OIC strategies to determine the best resolution path for each client. Learn the qualification criteria, advantages, and long-term implications of each collection alternative.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
11:00 am - 12:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Study the landmark court cases and IRS rulings that shape modern tax representation practice. These essential cases provide precedent and guidance for handling common client situations effectively.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
1:00 pm - 1:50 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Identify when bankruptcy may be the optimal solution for resolving tax debt versus IRS payment alternatives. Learn the criteria for tax discharge eligibility and how to coordinate with bankruptcy counsel.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
1:50 pm - 2:40 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Develop strategies for defending clients against the Trust Fund Recovery Penalty in employment tax cases. Learn to identify responsible persons, build willfulness defenses, and navigate the protest process.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
3:00 pm - 4:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Master Effective Tax Administration and Doubt as to Collectibility OIC strategies for qualifying clients. This advanced session covers documentation requirements and persuasive narrative techniques for acceptance.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
4:00 pm - 5:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Explore cutting-edge AI tools and strategies for marketing your tax representation practice effectively. Learn ethical implementation of AI-generated content while maintaining compliance with professional standards.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
9:00 am - 9:50 am EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Learn proven systems for scaling a successful tax representation practice from intake to resolution. Topics include consultation fees, staffing models, case management workflows, and knowing when to turn clients away.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
10:00 am - 12:00 pm EST
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
Comprehensive coverage of ethical obligations under Circular 230, AICPA standards, and emerging AI considerations. Learn to hold the IRS accountable while protecting your credentials through proper documentation and client confidentiality practices.
Green & Sklarz, LLC.
Wurz Financial Service
Lafrenz Nickle CPA, Inc.
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2025-09-05 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-05-08 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
