You spoke, we listened!
Based on feedback from dozens of attendees at our Level 1 classes, we're doing three things for you:
1). Keeping the single day format to make it easier on your schedule to attend Level 2.
2). Maintaining the $149 price for the full day, instead of increasing it for the advanced material.
3). Moving our December Level 2 class to Fort Lauderdale, in order to make it easier for most people to attend.
During this live training, you'll learn how to address unfiled return issues, determine eligibility for Offers in Compromise, and walk through basic Examination cases. In addition, you'll also learn advanced marketing techniques to help you become the go-to tax expert in your local market.
Attendees at this event should either have previously attended our Level 1 class or have experience working with 1040 tax debtors through Guaranteed or Streamline IA processes or CNC. Students will be expected to already understand IRS Collection Financial Standards and related analysis of 433-A.
Continuing Education Hours
CPAs: 6 hours Tax, 2 hours Marketing (Florida: 8 hours Technical Business)
Enrolled Agents: 6 hours of Federal Tax Law
Attorneys: The Level 2 curriculum has not yet been reviewed by the Washinton State Bar Association for a CLE credit recommendation.
Please note that this is a preliminary agenda and is subject to change without notice.
Monday - Level 2
0800-0940: Offers in Compromise
1140-1300: Lunch on your own
1300-1440: Introduction to Examination (IRS Audits)
1500-1640: Advanced Tax Resolution Marketing
About the Speakers
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.
Jeffrey A. Schneider, EA, CTRS, NTPI Fellow is the principal in SFS Tax & Accounting Services. He is an Enrolled Agent since 2005. He recently received the Certified Tax Resolution Specialist designation by the American Society of Tax Problem Solvers and received a certification in college planning in 2007, and a certification by the Institute for Divorce Financial Analysts in 2004.
Jeffrey has been in the field of taxation for over thirty-five years working for multi-national companies and has been in private practice since 1999. He is a member of National Association of Enrolled Agents (NAEA) and the Florida Society of Enrolled Agents (FSEA), American Society of Tax Problem Solvers (ASTPS) and the National Association of Tax Practitioners (NATP). He is a past president of the Florida Society of Enrolled Agents (2013/2014) and is a former President of the Treasure Coast (2014/2015) and Palm Beach Chapters (2009-2011) of the FSEA. He is a Member of NAEA’s National Board of Directors (2014/2016). He is also a member of the NAEA Implementation Task Force on Education, the NTPI Planning Committee and is the current Chair of the FSEA Education Committee for 2014-2016.
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.