Program Details
2025-03-27 10:00:00
Over 1,000+ webinars
Course Overview
2025-03-27 10:00:00
2h CLE Credits
Intermediate
2
10:00 am - 10:30 am ESTLearn to categorize tax clients by their specific issues, including federal vs. state matters, audits, non-filers, and balance due situations. Master the critical approach of engineering backwards from the desired outcome, particularly when advising married couples on filing status decisions.
Eric L. Green. 10:30 am - 11:00 am ESTExplore the two primary paths for bringing non-filers into compliance: simply filing returns or pursuing voluntary disclosure for those with criminal exposure. Understand IRS and state voluntary disclosure program requirements, including look-back periods and the six-year compliance rule.
Eric L. Green. 11:00 am - 11:10 am ESTA short intermission allowing attendees to refresh before continuing with the remaining course material.
Eric L. Green. 11:10 am - 11:40 am ESTExamine how to challenge substitute for return assessments that are typically overstated due to missing deductions and expenses. Learn the appeals process including 30-day letters, notices of deficiency, Tax Court petitions, and doubt as to liability offers.
Eric L. Green. 11:40 am - 12:10 pm ESTAnalyze the full spectrum of collection resolution options including currently not collectible status, installment agreements, offers in compromise, and bankruptcy discharge. Master the RCP formula and learn how to match each client’s financial situation to the most advantageous resolution pathway.
Eric L. Green.Eric L. Green is the managing partner and co-founder of Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York, and the founder of Tax Rep LLC and the Tax Rep Network — the country’s leading training and coaching program for tax representation practitioners. His practice focuses on civil and criminal taxpayer representation before the IRS, the DOJ Tax Division, and state departments of revenue. Eric is a nationally renowned tax expert who has lectured to more than 70,000 practitioners, is a Fellow of the American College of Tax Counsel, a past Chair of the Connecticut Bar Association’s Tax Section, and the host of the weekly Tax Rep Network podcast. He holds a B.B.A. in Accounting from Hofstra University, a J.D. (Honors) from New England School of Law, and an LL.M. in Taxation from Boston University School of Law. Prior to practicing law, he was a senior tax consultant at KPMG and Deloitte & Touche.
Eric L. Green is the managing partner and co-founder of Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York, and the founder of Tax Rep LLC and the Tax Rep Network — the country’s leading training and coaching program for tax representation practitioners. His practice focuses on civil and criminal taxpayer representation before the IRS, the DOJ Tax Division, and state departments of revenue. Eric is a nationally renowned tax expert who has lectured to more than 70,000 practitioners, is a Fellow of the American College of Tax Counsel, a past Chair of the Connecticut Bar Association’s Tax Section, and the host of the weekly Tax Rep Network podcast. He holds a B.B.A. in Accounting from Hofstra University, a J.D. (Honors) from New England School of Law, and an LL.M. in Taxation from Boston University School of Law. Prior to practicing law, he was a senior tax consultant at KPMG and Deloitte & Touche.
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
