About this Event
Tax Resolution Academy® seminars are the premier taxpayer representation events in the country. Since 2015, thousands of tax professionals have attended our tax resolution boot camps to maximize the practical knowledge that truly allows them to serve their clients and build better tax firms.
In this immersive program, you and all our attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to representation work and the exam and collections strategies that will apply to over 90% of all representation cases you'll work!
We'll lay a solid foundation for representation as we cover case work processes for exam and collections matters.
We will also discuss marketing tactics as well as some practice management tools you can use to grow the representation side your tax practice and greatly improve your cash flow. After this seminar, you'll be able to apply the step-by-step methodology you learn here to most of the cases that you'll be called to work on.
So why join us for this seminar? IRS Representation is one of the most lucrative services you can offer as a tax professional. Right now, over 13 million taxpayers owe back tax liabilities to the federal government and many millions more receive notices with issue, and average case fees from these representation clients exceed $3,750+ per engagement. Imagine how this can supercharge YOUR success!
To register for this course, please purchase a ticket here or on Eventbrite. In order to earn CE/CPE credit for this webinar, attendees will be required to sign in and out on the attendance sheet at the door to the hotel ballroom. Attendance will be visually verified and monitored by Tax Pro Academy LLC staff during the entirety of the boot camp to ensure integrity of the CPE hours issued.
The online/Zoom portion of this will include various topics such as case work processes, financial analysis, the seven types of IRS payment plans, and qualification for non-collectible status. You will also learn the applicable tax law and IRM procedures for handling these types of cases.Agenda
(See below for class descriptions/details) - All times are local
Below are the courses that we will train and entertain you:
This live session is eligible for up to 8 hours of CPE (see below Continuing Education Section for more details)
But if you register for this class, you will get a bonus 16+ hours of CPE delivered virtually by Zoom.
7:30a-8:00: Registration and Check-in
8:00-9:45: 7 Steps to Every IRS Collections Case
10:00-11:40am: 7 Steps to Every IRS Exam Case
11:40am-12:45pm: Lunch Break
12:45-2:25: 4 Stupid Simple Ideas to Generate Massive Revenue in IRS Representation
2:40-4:30: Pricing, Billing and Collections, OH MY - How some simple tips can massively improve the cash flow in your tax practice
Scroll down for detailed session descriptions. Agenda order subject to change.
By registering for this class you will get 16 hours of bonus classes online via Zoom (dates and times TBD). Some classes will be taught before your scheduled live event and some will be scheduled after the live event you attend, but they are ALL critical to your success...
? First, You Need Clients: Tax Resolution Client Attraction (Marketing)
? Quoting Fees & Closing Sales
? Client Intake, Case Work Mechanics, and Resolution Pathways
? Client Financial Analysis -- IRS Collections Financial Standards & Form 433-A
? Client Financial Analysis Case Study & Discussion
? Installment Agreements & Currently Not Collectible Status
? RCP Calculations & Offers In Compromise
? Collection Appeals - Your BFF at the IRS
? Statute of Limitations
? Third Party Authorizations (POA and TIA)
? Transcript Analysis
? Basic Penalty Relief
The above classes (with the green dot) are delivered virtually and will be recorded and available for you to watch at your convenience if you are unable to attend the initial session presented live. Please email [email protected] if you have any questions.
Continuing Education Information
- Delivery Method: Group Live
- CPA CPE Hours: 4.0 in the Taxes subject area; 4.0 in the Communications and Marketing
- EA/AFSP CE Hours: 4.0 in the Federal Tax Law subject area
- (EA/AFSP participants do not get Marketing credit per IRS rules)
- Prerequisite: Attendees should have basic understanding of IRS assessment procedures.
- Program Level: Basic
- Advance Preparation: None required.
- IRS Program Number: CBBHU-T-00060-23-I
- NASBA Registry ID: 149009
- Texas State Board of Public Accountancy CPE Sponsor ID 010661
Tax Pro Academy LLC 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 a few days before the symposium, rather than immediately upon registration. This is due to pending updates to the curriculum that we want to make sure are incorporated into these sessions for you.
Refunds & Cancellations: In the event of cancellation, attendees will be provided a full refund and notified as early as possible via email. If you are unable to attend, for any reason, you must notify us and request a refund at least 7 days prior to the start of the event. For more information regarding refund, complain, and program cancellation policies, please contact us via email at [email protected].Detailed Session Information
7 Steps to Every IRS Collections Case
Would it make your life easier to use an organized, efficient process for approaching the resolution of tax debt cases?
Hint: The answer is "yes."
- When you have a systematic process for doing client work, you benefit from:
- Greater efficiency by never having to reinvent the wheel.
- Always knowing what your next step needs to be.
- Reduced client anxiety/frustration, because you can communicate to them what to expect.
- More productive staff, since they'll always know what they should be doing on a case.
- Increased profits, since all this efficiency means you can handle more case volume.
You'll learn the seven steps that you need to take to successfully resolve EVERY tax debt case that you'll ever work. Yes, each case will obviously have its own nuances, bumps in the road, and unique circumstances, but how you approach each case can always be organized into an identical structure.
- List the general actions required to work an IRS Collections case.
- Describe the conditions that must exist in order for the IRS to grant a case resolution.
- Understand the role the taxpayer's financial condition plays in case resolution.
- Define the most common IRS case closure programs..
7 Steps to Every IRS Exam Case
What would life be like if you had order in what seems like chaos of an IRS exam for a client?
It would be easier
When you have a systematic process for doing client work, you benefit from:
- Always knowing what your next step needs to be.
- Convey information to the IRS with less fear and apprehension
- Create better productivity with your time knowing the steps that need to be done to help your client
- Understand your value and charge your worth for the specialized work you do
You'll learn the seven steps that you need to take to successfully resolve EVERY IRS Exam case that you'll ever work. We understand that each case will have it's degree of difficulty and facts and circumstances, but how you approach each case can always be put into an order and uniform system.
- Determine the process if your client gets selected for audit
- Understand some dos and don’ts in the Exam process
- Be able to explain the various types of exams
- Discover the keys to an IRS exam and keep it on track
4 Stupid Simple Ideas to Generate Massive Revenue
This class will help you find additional ways to grow your practice. Some will help you find some revenue that is already in your practice, while others will help you build confidence in charging more for premium services. In addition, we will show you ways to generate revenue that most tax professionals don't look for when they are entering the niche of IRS Representation (Collections and Exam). If you want to grow your tax practice without adding a thousand more tax returns, this is a must see session.
- Understand how to use Installment Agreements to grow your practice
- Determine how to charge premium fees to improve the quality of your clients
- Explain what monitoring is and how to add an extra $25-50k to your tax practice
- Discover how to use referrals from tax professionals to build a profitable niche in IRS Representation
Pricing, Billing and Collections, OH MY - How some simple tips can massively improve the cash flow in your tax practice
This course will help you overcome the biggest obstacle in your practice to grow your revenues, YOU! Yes, I know this one from personal, first-hand experience. When you expand your mind and overcome your limiting beliefs that you are worth more, you will price your services better, be more confident in your billing and collection issues will become a thing of the past (but if you do encounter them, you will know how to deal with it). The concepts in the class will help you achieve more revenue without even adding more clients to your list. What could be better than that? More revenue without it taking more of your time.
- Learn how to price all of the services you provide based on the value, knowledge, and experience to the table
- Describe techniques to use in your billing to maximize the revenues out of every job
- Understand the mentality in handling collections from clients and close the cash flow gap in your favor
- Explain the concept of cross-selling and learn what means that it is more expensive to get a new client than keep an old one.
- Put these altogether to increase your revenue without even adding more clients
About the Instructor
Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and "41 Dangerous IRS Tax Red Flags" and tax columnist with Florida Today. With almost three 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 as well as IRS Collection and Exam cases.
For additional resources for growing a successful tax resolution firm, CPE classes, and information on the Certified Taxpayer Representative™ designation, visit https://TaxResolutionAcademy.com.
What Others Are Saying About Our Classes
"I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA
"The instructor was knowledgeable and clear." -Natalie Mitchell, EA
"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA
"Practical information for our practice future." -Donna Henderson, EA
"Great information source." -Robert Pavicic, EA
"I signed up for the Tax Resolution Academy - Fast Start Bootcamp with Dan Henn with very little expectation. Dan is a great speaker and kept my attention for 8 hours which is no small feat. The class is jam packed with practical information and workable ideas if you have interest in starting a tax resolution practice, as well as some great ideas on how to value your current services." - Alan W. Schoenbart CPA
"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA
"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA
"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA
"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA
"I have been in practice for many years and I had forgotten the practicality of charging clients a fair fee and having fewer clients to deal with and generate more revenue. As a small firm, I had forgotten those words of wisdom. In addition, I learned the up-to-date procedures relative to dealing with the collection process with the Internal Revenue Service. Really will help me moving forward, Dan Henn is really an excellent presenter and extremely knowledgeable on the subject matter." - Aubrey Bourgeois, CPA
For formation about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.
Event Venue & Nearby Stays
Homewood Suites by Hilton Dallas Market Center, 2747 North Stemmons Frwy, Dallas, United States
USD 129.00 to USD 299.00