Super Early Bird pricing ends on January 31!
Collections representation, commonly referred to as tax resolution, is one of the most lucrative services you can offer as a CPA or EA. Right now, over 13.3 million taxpayers owe back tax liabilities to the federal government, and average case fees from these representation clients exceed $3,500 per engagement.
At this one of a kind conference, you'll acquire the skill set to successfully represent these unique client cases. In addition, you will learn how to successfully market your services, work cases more efficiently, and position yourself as the go-to tax resolution expert in your local area.
At this conference, not only will you earn continuing education credit, but you'll also learn how to generate new revenue in your practice.
Continuing Education Hours
CPA: 12 hours Taxes, 8 hours Marketing, 4 hours Business Management/Organization, 1 hour Specialized Knowledge/Applications
EA: 12 hours Federal Tax Law
Preparation: None required.
Prerequisite: Attendees should have basic working knowledge of IRS Collections processes, including application of Collection Financial Standards, Installment Agreements, and CNC status.
Please note that this is a preliminary agenda and is subject to change without notice.
Tuesday, May 9, 2017
0800-0940: Lien Withdrawals, Subordinations, Discharges
1000-1140: Appeals: Your Best Friend At The IRS
1200-1250: Lunch With Canopy Tax
1300-1440: Marketing Funnels & Lead Magnets
1500-1640: Marketing/Practicing Management Topics (TBD)
Wednesday, May 10, 2017
0800-0940: 2017 Tax Resolution Technical Update
1000-1140: 2017 Tax Resolution Marketing Update
1300-1440: Advanced 941 Resolution: The "New Company Flip" Strategy
1500-1640: Practice Management Topics (TBD)
Thursday, May 11, 2017
0800-0940: Trust Fund Recovery Penalty Representation
1000-1140: Worker Classification / SS-8 Cases
1300-1440: Advanced Marketing & Sales Topics (TBD)
1500-1640: Advanced Marketing & Sales Topics (TBD)
Agenda is subject to change without notice.
The conference will be held at the newly renovated Holiday Inn Orlando Airport. A special room rate for attendees of $108 per night and free parking has been arranged. To reserve, call the hotel directly at 407-851-6400 and mention "Tax Resolution Leadership Conference" to receive the reduced rate. Book your room by April 17, 2017 to guarantee this room rate.
Register before January 31, 2017 for maximum savings! Only $399 for all three days!
On Feb. 1, 2017, registration will increase to $499.
On March 1, 2017, registration will increase to $599.
On April 1, 2017, registration will increase to to $699.
About the Speakers
Jassen Bowman, EA spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 100 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.
Dan Henn, CPA is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and tax columnist with Florida Today.
He is President of a CPA firm in Rockledge on the Space Coast. He specializes in many aspects of Real Estate taxes as well as Real Estate Professionals. His practice is heavily involved in Tax Resolution and helping businesses and individuals fix their unfiled tax returns or deal with their large unpaid tax liabilities.
He is the Regional Representative for Area IV of the FICPA Council; Vice Chair of the Space Coast Field of Dreams, sports park for children with disabilities; Chair of the City of Rockledge Business Development Board and a Commissioner with the City of Rockledge Community Redevelopment Agency.
In his spare time, he enjoys spending time with his wife and two teenage girls traveling (they have been to England, France, Italy and Canada in the last 3 years). He still loves coaching his younger daughter in soccer.
Learning Suite, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Sponsor ID #137128.
Texas State Board of Public Accountancy sponsor ID 010319.
Learning Suite, Inc. is an IRS Approved Continuing Education Provider. Provider number SDQJW.
If you are unable to attend, please contact us at least 30 days before the event for a full refund. Cancellations within 15 to 29 days of the event are eligible for a 50% refund. Cancellations within 14 days of the event are non-refundable, but you may apply your entire registration fee towards a future event.