Fast Start IRS Collections Bootcamp- 2 Days In-Person (Orlando, FL)

An engaging way to learn the fundamentals of IRS collections in (2 days) in-person immersive boot camp to massively grow your practice This is a 2-day event from 8am to 5pm local time 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 $4,500+ per engagement. Imagine how this can supercharge YOUR success! 🎁 BONUS INCLUDED (Limited-Time) When you register for the Fast Start IRS Collections Bootcamp, you’ll also get exclusive access to the 2023 TPPME Recordings — a collection of additional training sessions designed to deepen your knowledge and give you even more real-world strategies. This bonus is included at no extra cost when you secure your seat. 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. 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 ET Below are the courses that we will train and entertain you: This live session is eligible for up to 16 hours of CPE (see below Continuing Education Section for more details) Day 1 0730-0800: Check-in 0800-0940: First, You Need Clients: Tax Resolution Client Attraction 0940-0950: Break 0950-1130: Quoting Fees & Closing Sales 1130-1230: 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 Day 2 0730-0800: Check-in 0800-0940: Client Financial Analysis Case Study & Discussion 0940-0950: Break 0950-1130: Installment Agreements & Currently Not Collectible Status 1130-1230: 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. Please email [email protected] if you have any questions. Continuing Education Information • Delivery Method: Group Live • CPA CPE Hours: 12.0 in the Taxes subject area; 4.0 in the Communications and Marketing • EA/AFSP CE Hours: 12.0 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-00064-24-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 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.