$895 – $1,295

2019 Tax Resolution Leadership Conference - Phoenix, AZ

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Location

Location

Desert Willow Conference Center

4340 East Cotton Center Boulevard

Phoenix, AZ 85040

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Refund Policy

Refund Policy

Refunds up to 30 days before event

Event description

Description

This is a live CE/CPE seminar in Phoenix, AZ that will teach you the nuances of representing small businesses with IRS tax debts.

In this two-day immersion program, attendees will take a "deep dive" into the core principles of resolving IRS payroll tax liabilities for small businesses. Utilizing a case study approach, you will learn how to evaluate a business for IRS program eligibility, how to negotiate the best resolution option for your business client, and how to address the Trust Fund Recovery Penalty.

You will not only learn the applicable tax law and IRM procedures, but also participate in hands-on learning exercises to apply the material in a case study fashion.

Important Note: This is an advanced tax resolution seminar. Please refer to the CPE prerequisites listed below. If you do not meet the prerequisites, please attend our Level 1 & 2 seminars prior to this one. Instructors will NOT have the time during this seminar to cover any elements of 1040 resolution or those foundational IRS Collections topics covered in our Level 1-2 courses.

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Agenda

May 6
0800-0940: Intro to 941 Resolution
1000-1140: Business Financial Analysis
1145-1300: Lunch Provided
1300-1440: In-Business Trust Fund Installment Agreements, Business CNC, Biz OIC
1500-1550: Case Study Exercise
1550-1640: Hot Seats

May 7
0800-0940: Trust Fund Recovery Penalty Representation (Jassen Bowman)
1000-1140: Worker Classification Cases (SS-8) (Dan Henn)
1145-1300: Lunch Provided
1300-1440: The "New Company Flip" Strategy (Jassen Bowman)
1500-1550: Employee Shared Responsibility Payment (ESRP) Representation of Applicable Large Employers
1550-1640: Hot Seats

May 8
0800-0940: Building a Wealth-Focused Boutique Tax Practice (Jassen Bowman)
1000-1140: B2B Tax Resolution Marketing Demo (Jassen Bowman)
1145-1300: Lunch Provided
1300-1530: Building Personal Wealth Via Real Estate & Growing the Real Estate-Focused Side of Your Practice (James Orr)
1545-1635: Hot Seat & Wrap-Up

Detailed session information and objectives will be posted in early 2019. Agenda, topics, and speakers subject to change without notice.


Continuing Education Information

Level: Intermediate to Advanced
Preparation: None required.
Prerequisite: Attendees should have working knowledge of 1040 IRS Collections procedures and actual case work experience with clients, including applying Collection Financial Standards, CDP/CAP Appeals, installment agreements, CNC, and Offers in Compromise. Completion of our Level 1 & 2 program will prepare attendees for this advanced class. These basic topics will not be covered at this advanced boot camp.

CPA CPE Hours: 14.0 in the Taxes subject area, 10.0 in the Communications & Marketing subject area
EA/AFSP CE Hours: 14.0 in the Federal Tax Law subject area
IRS Program Number: 4Y1UP-T-00052-18-I
NASBA Registry ID: 140945

Texas State Board of Public Accountancy CPE Sponsor ID: 010474

Tax Marketing HQ 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.nasbaregistry.org.

Manuals/Slides: Please note that seminar manuals will be provided electronically in PDF form upon registration. Printed manuals will not be provided at the event. However, hard copies of all exercise sheets will be provided, so you do not need to print anything unless you choose to.


Detailed Session Information

Small Business Financial Analysis & Form 433-B

This session will covere be able to claim.

Session Objectives

  • Understand the purpose of IRS Form 433-B.


In Business Trust Fund Installment Agreements

Contrary to popular belief, about 75% of all tax debtors will wind up on some sort of payment plan to the IRS.

Session Objectives

  • Understand the pros and cons of an installment agreement.
  • Define the various types of installment agreements and their qualifications.
  • Understand the installment agreement process.
  • Define the requirements for pending IA status.
  • Define the requirements and processes for entering CNC

Introduction to Resolving 941 Tax Debts

This session will introduce the practitioner to the resolution of employment tax debts. Attendees will learn about how to avoid these tax debts in the first place, the 941-specific penalties, and the application of SB/SE enforcement priorities. We'll also look at 941-specific resolution options.

Session Objectives

  • Define the penalties related to employment tax debts.
  • Articulate the resolution pathways available to 941 debtors.
  • Understand the application of SB/SE enforcement priorities.


Trust Fund Recovery Penalty Assessment: Who's on the Hook?

When a business owes unpaid payroll taxes to the IRS, they will soon start looking for an individual to blame. If the IRS can demonstrate that any individual was responsible for paying certain taxes, and willfully failed to do so, they can be held personally liable for the trust fund portion of the liability. This session will provide an overview of assessment critieria, walk you through the determination process, and show you how to defend your clients against personal assessment.

Session Objectives

  • Define Trust Fund Recovery Penalty assessment criteria.
  • Explain the conditions necessary for an individual to be declared a responsible party.
  • Explain the conditions necessary for an individual to be declared a willful party.
  • Review the completion of IRS Form 4180.
  • Discuss defenses against personal assessment.


More session descriptions coming soon.


About the Instructors

Jassen Bowman, EA spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 300 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. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.



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Date and Time

Location

Desert Willow Conference Center

4340 East Cotton Center Boulevard

Phoenix, AZ 85040

View Map

Refund Policy

Refunds up to 30 days before event

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