Tax Resolution Academy® Fast Start Boot Camp (2 FULL DAYS) - San Diego

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 pragmatic knowledge that helps them serve clients and build better tax firms.

In this immersion program, attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to case work and the resolution strategies that will apply to over 90% of all personal income tax debt cases you'll work.

We'll lay a solid foundation for representation as we cover case work processes, financial analysis, the seven types of IRS payment plans, and qualification for non-collectible status. 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. Since the vast majority of 1040 Collections cases are very similar in nature, you'll be able to apply the step-by-step methodology you learn here to most cases that you ever work on.

IRS Collections representation, commonly referred to as tax resolution, 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 average case fees from these representation clients exceed $3,750 per engagement.

To register for this course, please purchase a ticket here 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.

Wednesday, July 20, 2022 - IRS Collections Level 1

0730-0800: Continental Breakfast and Check-in

0800-0940: First, You Need Clients: Tax Resolution Client Attraction

0940-0950: Break

0950-1130: Quoting Fees & Closing Sales

1130-1230: Box Lunch/Break

1230-1410: Client Intake, Case Work Mechanics, and Resolution Pathways

1410-1420: Break

1420-1630: Client Financial Analysis -- IRS Collections Financial Standards & Form 433-A

Thursday, July 21, 2022 - IRS Collections Level 2

0730-0800: Continental Breakfast and Check-in

0800-0940: Client Financial Analysis Case Study & Discussion

0940-0950: Break

0950-1130: Installment Agreements & Currently Not Collectible Status

1130-1230: Box Lunch/Break

1230-1410: RCP Calculations & Offers In Compromise

1410-1420: Break

1420-1630: Appeals - Your BFF at the IRS

Scroll down for detailed session descriptions. Agenda order subject to change.

• Delivery Method: Group Live
• CPA CPE Hours: 12.0 in the Taxes subject area, 4.0 in the Communications & Marketing subject area
• EA/AFSP CE Hours: 12.0 in the Federal Tax Law subject area
• Prerequisite: Attendees should have basic understanding of IRS assessment procedures.
• Program Level: Basic
• Advance Preparation: None required.
• IRS Program Number: 4Y1UP-T-00163-21-O
• NASBA Registry ID: 140945

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].

Quoting Fees & Closing Sales

Unlike tax return preparation, which is a commodity service, tax resolution is a highly specialized, unique service that many tax debtors don't even know exists. Therefore, you must actively be engaged in the process of closing sales, unlike tax prep. In this session, we'll cover various fee quotation models, examine some real world fee quote examples, and show you a step-by-step process for closing sales without being sleazy, high-pressure, or violating any regulatory rules.

Session Objectives 

• Define the steps involved in closing a sale.
• Explain the differences between the integrated and the split sales model.
• Apply best practices in quoting fees and closing sales.
• Identify common violations of ethical standards and IRS & FTC regulations in the tax resolution sales process.

Mechanics of IRS Collections Case Work

This first session will cover the IRS Collections case work process from YOUR perspective as the practitioner. Attendees will learn a systematic structure for approaching the resolution of tax debt cases, starting from the IRS account research and financial analysis necessary to determine eligibility for resolution options, through the resolution process itself and ongoing compliance monitoring best practices.

Session Objectives 

• Understand the overall process of IRS Collections case resolution.
• Define the conditions necessary to obtain a case resolution.
• Understand how to obtain and analyze IRS account information.
• Determine resolution pathways based on financial condition of the taxpayer.

Collections Financial Standards for Individuals & 433-A

This session will cover the IRS Collections Financial Standards that apply to 1040 debtors and how to apply them to your client cases. We will explore each specific expense category and how to apply it. We will also cover conditional vs necessary living expenses, and how to argue for inclusion of certain expenses for your client that they may not otherwise be able to claim.

Session Objectives 

• Understand the purpose and application of IRS Collection Financial Standards
• Explain each individual expense category and how to apply them.
• Understand the purpose of IRS Form 433-A & 433-F.
• Complete the Form 433 Income & Expense Table (IET).

IRS Installment Agreements & Currently Not Collectible Status

Contrary to popular belief, about 75% of all tax debtors will wind up on some sort of payment plan to the IRS. This session will cover the six different types of IRS Installment Agreements plus the requirements for CNC status. Attendees will learn how to obtain pending status protection against enforced collections activity. We will also cover the qualifications and and requirements for entering non-collectible status.

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.

RCP Calculations & Offers in Compromise

The IRS Offer in Compromise is by far the least common option available to taxpayers to resolve their tax debts (only 0.37% of Collections cases were resolved via OIC in FY2015). However, for the taxpayer that qualifies, the program is an incredible opportunity to start over. In addition, learning about the OIC program provides practitioners with an important view of the IRS financial analysis process. This session will take a deep dive into the fundamentals of the OIC program. Attendees will learn how to assess eligibility based on financial analysis and understand the process for OIC application, review, and post-acceptance responsibilities.

Session Objectives 

• Understand the pros and cons of Offers in Compromise.
• Understand the eligibility requirements and conditions of the OIC program.
• Define the different types of Offers and their payment options.
• Understand the role of RCP and how to calculate it.
• Understand the OIC investigation process and taxpayer responsibilities following Offer acceptance.

Appeals - Your BFF at the IRS

As a tax resolution specialist, you will spend a significant amount of your case work time interfacing with Appeals. This independent division within the IRS serves as part of the system of checks and balances to ensure that Collections personnel are following laws and regulations, as well as protecting taxpayer rights. During the course of my career, well over half my case resolutions have come from Appeals. This session will delve into how to work with Appeals, plus the specific processes for the two most common Appeals routes you'll take when working Collections cases.

Session Objectives 

• Understand the role of Appeals within the IRS.
• Apply the Collection Due Process Appeal to help your cleints.
• Apply the Collection Appeals Program to help your clients.
• Understand the options for TFRP and OIC Appeals.
• Define Appeals outcomes.

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.

"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

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"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

Note: This class is conducted via Zoom. Before the class, you are encouraged to try a test session to make sure your system is properly set up.

For additional information about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.

Event Venue & Nearby Stays

DoubleTree by Hilton San Diego Mission Valley, 7450 Hazard Center Drive, San Diego, United States