LOOK WHO'S SPEAKING

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CONFIRMED SPEAKERS

Commissioner Charles P. Rettig

Charles P. Rettig is the 49th Commissioner of the IRS. In leading the IRS, Mr. Rettig is focused on improving service to the nation’s taxpayers, balancing appropriate enforcement of the nation’s tax laws while respecting taxpayer rights.

Staff Sgt. David Bellavia

This past Summer David Bellavia was awarded the Medal of Honor for heroic efforts on Nov.10, 2004, during the Third Battle in Fallujah —dramatic efforts that saved the lives of his unit members.

National Director Lawrence Lawler

Larry is a CPA, EA, and a Certified Tax Resolution Specialist. He is also the National Director of the American Society of Tax Problem Solvers. He is an active practitioner and has represented thousands of cases throughout his career.

LG Brooks

LG is an EA, and a Certified Tax Resolution Specialist. He is the Director of Education for the American Society of Tax Problem Solvers. He is an active practitioner with over 25 years of experience.

Jo-Ann Weiner

Jo-Ann is an EA and has over 35 years of experience with the IRS as a Revenue Agent auditing federal tax returns and working as a special enforcement agent on civil cases, criminal cases, and grand jury cases. She is now in private practice. 

Steve Klitzner

Steve is an Attorney and a Certified Tax Resolution Specialist from South Florida. He is a long time instructor with the American Society of Tax Problem Solvers. He is an active practitioner with over 20 years of experience.

Roger Nemeth

Roger is the founder of Tax Help Software and is largely regarded as the industry expert on IRS Transcripts. In addition to creating one of the top tax resolution software programs, he has taught thousands of tax professionals how to better represent their clients before the IRS.

Gary Bluestein

Gary Bluestein is an Attorney and focuses his practice exclusively on tax representation. Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney.

Eva Rosenberg

Eva Rosenberg, BA, EA, known as the Internet’s TaxMama®, publishes the popular TaxMama®.com website, cited by Consumer Reports magazine as a top tax advice site, and a LIFE Magazine Editors Pick. She is also the Dean of TaxMama®’s Online Enrolled Agent Review Course.

Bob McKenzie

Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS.

FULL AGENDA

Agenda is in Eastern Time

Day 1 | November 4th

10:40am – 11:00am  Welcome & Housekeeping

11:00am – 12:40pm Taxpayer Representation Under the Taxpayer First Act | Larry Lawler, CPA, EA, CTRS

Learn how the Taxpayer First Act will affect your resolution and tax practice. In this session Larry will cover the numerous issues that the TFA addresses. You will learn about improved IRS services; offer in; compromise changes; new rules regarding seizures, innocent spouse relief, private collection agencies, third-party contacts, and much more. Following this session you will know how the TFA can benefit your tax problem resolution and compliance clients.

12:40pm – 1:00pm Break

1:00pm – 2:00pm Tax Research Online | Eva Rosenberg, EA

We cover one of the most fundamental skills needed in the tax profession: research. We begin by gaining an understanding of substantiation on a position, learning the different types of standards for how strong an argument need be. After this, we learn what items have authority in tax court as well as things that do not. Then, we cover other useful topics, such as understanding the format of an Internal Revenue Code (IRC) citation, the origination, development, and approval of tax law, private letter rulings, and more.

2:00pm – 3:00pm Lunch

3:00pm – 4:00pm You CAN Fix the IRS – Resolving IRS Systemic Problems | Eva Rosenberg, EA

In this course, we discuss how to address the systemic problems we encounter in the course of our research, tax preparation and representation. And how to get penalties waived entirely, when it’s the IRS’s fault something makes no sense. Believe it or not, the IRS does want to know when the system doesn’t work – and does take action to fix or eliminate problems with their system. All the while, we provide a plethora of resources that provide useful and free information to researchers

4:00pm – 4:20pm Break

4:20pm – 6:00pm Debt Forgiveness Issues – The Coming Bankruptcy Tidal Wave | Gary Bluestein, Esq.

As a result of Covid, bankruptcy is going to be, more than ever, a critical tool in the tax practitioner’s arsenal. In this session Gary will provide a review of bankruptcy rules for dischargeable taxes. Additionally, he will discuss the new Chapter 11, Sub-Chapter 5 rules added to the bankruptcy laws which are to aid small businesses to survive and workout of a bankruptcy situation. Gary will also focus on the expected surge in bankruptcies anticipated after the pandemic subsides. He will also cover non-PPP forgiveness of debt many taxpayers will have to face.

Day 2 | November 5th

11:00am – 12:10pm What Tax Problem Solvers can Expect from the Post-Covid IRS | Commissioner Rettig

12:10pm – 12:20pm Break

12:20am – 2:00pm Future of IRS Appeals under AJAC and Taxpayer First Act | LG Brooks, EA, CTRS

One of the most important areas within the IRS is the IRS Appeals Office. The previously enacted Appeals Judicial Cultural Approach (AJAC) imposed conditions on practitioners seeking relief in Appeals. Additionally, the 2019 Taxpayer First Act (TFA) mandated that the Appeals Office would henceforth be known as the Independent Office of Appeals. TFA emphasizes the importance of taxpayer’s rights and access to information. The operation of both AJAC and TFA are important to practitioners considering the anticipated wave of tax problems post-pandemic. After this session you will be prepared to deal with the new Independent Office of Appeals.

2:00pm – 3:00pm Lunch

3:00pm – 4:40pm E-Services Best Practices & E-Signatures | Roger Nemeth, EA, CTRS

In this presentation we’ll cover the most up to date tips and tricks to working with IRS e-Services. We’ll also hear more about the future of e-signatures.

4:40pm – 5:00pm Break

5:00pm – 6:00pm How Leaders Adapt to Changing Environments | Staff Sgt. David Bellavia

Day 3 | November 6th

10:40am – 11:00am  Welcome & Housekeeping

11:00am – 12:40pm CDP and CAP Appeals in the Post-Pandemic World | Steve Klitzner, Esq., CTRS

There’s more to absolutely, positively winning in Appeals than knowing the procedures. After Steve’s session you will know how he has become a highly successful advocate in the Appeals Division. Steve is going to reveal how he is effective in virtual hearings, phone hearings and in-person hearings.

12:40pm – 1:00pm Break

1:00pm – 2:00pm New Exposure in Small Business Audits  |Jo-Ann Weiner, EA

Jo-Ann will apply her years of experience inside and outside of the IRS to show what you can expect from the IRS as they get back to auditing your business clients. She will cover it minimum income probes and balance sheet analysis techniques. Following this session, you will be better equipped to represent your small business clients being audited by the IRS.

2:00pm – 3:00pm Lunch

3:00pm – 4:00pm New Exposure in Small Business Audits Continued…Jo-Ann Weiner, EA

4:00pm – 4:20pm Break

4:20pm – 6:00pm COVID Related Collection Issues | Bob McKenzie, Esq., EA

COVID-19 dramatically changed IRS enforcement procedures. In July, 2020 the IRS reactivated its enforcement activities after 4 months of no enforcement activity. Since that time it has gradually increased its enforcement presence. This class will provide a timely update of IRS initiatives and procedures. IRS can be expected to return to its prior tough enforcement approach.

NON-MEMBER

WITH EARLY BIRD DISCOUNT
$1097
$ 997
  • 2nd Attendee $897.00
  • 3rd Attendee $797.00
  • 4th Attendee $697.00
  • 5th Attendee $697.00
  • 6th Attendee FREE

STANDARD MEMBER

WITH EARLY BIRD DISCOUNT
$1097
$ 947
15
  • 2nd Attendee $852.15
  • 3rd Attendee $757.15
  • 4th Attendee $662.15
  • 5th Attendee $662.15
  • 6th Attendee FREE

PREMIUM MEMBER

WITH EARLY BIRD DISCOUNT
$1097
$ 847
45
  • 2nd Attendee $762.45
  • 3rd Attendee $677.45
  • 4th Attendee $592.45
  • 5th Attendee $592.45
  • 6th Attendee FREE

Additional attendees must be relatives or W2 Employees

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8:30 AM – 5:00 PM (EST) Monday – Friday

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