6th Annual Tax Rep Summit

Get caught up on all the major cases and changes that will impact your practice and your clients' tax issues — everything you missed in 60 minutes!

• Catharine O'Connor, Esq.
• Patrick Wanzer, EA

So what do you do after you get the potential new client call or online message? This case study will walk you through the onboarding process, what to consider when pricing the engagement, how to work the case, and what happens at the end when you achieve a resolution.

• Christina Walker, EA
• Dawn Brolin, CPA, CFE
• Eric Green, Esq.

Real estate is still one of the most popular vehicles for investors, and it comes with many tax advantages if handled properly. Our panel will break down some of the most popular techniques, including a Section 1031 exchange to defer recognizing capital gains and using cost-segregation studies to accelerate depreciation.

• David Ramirez, EA
• Victoria Boon, CPA, EA
• Patrick Wanzer, EA

Yes, we know Tax Help Software can do this for you, but there are times when the IRS just has it wrong and you need to get the CSED fixed. Our panel will review CSED, what impacts it, and the mechanical steps to both manually calculate the CSED date and then challenge the IRS's calculation in its Mod A.

• Roger Nemeth, EA
• Jamie Flores, Esq.
• Carlos Samaniego, EA

Most of us are experts at what we do: accounting and tax work. What we are not is experts at marketing, selling, and scaling. Our panel of experts will explain what you can do to master this art form, what to consider when packaging your core offering for potential clients, and how to make sure you keep your sales funnel overflowing.

• Carlos Samaniego, EA
• Kevin Cuozzo
• Brian Mayoral
• James Donovan

So the client emails you "something they got in the mail" today. Maybe it's an Administrative Summons from the IRS, or a Grand Jury Subpoena. Maybe the client needs to respond, or maybe it's just to alert the taxpayer that the government is gathering information about them. Our panel will break down the various scenarios, what you and/or the client need to do, and what you don't need to do.

• Jamie Flores, Esq.
• Jeff Sklarz, Esq.
• Jo-Ann Weiner, EA, CFE

The taxpayer is supposed to maintain contemporaneous records, but often this doesn't happen. Our panel will break down what to do when the client's dog ate their records, and how to handle situations where the client literally has nothing.

• Leighanne Lafrenz Nickle, CPA
• Dawn Brolin, CPA, CFE
• Kristin Dodd, EA

When does the IRS decide to make something criminal, how does the internal referral get made, and how is it evaluated by Criminal Investigation (CI)? Once CI takes the case, what happens to it, how does it end up with the United States Attorney, and what takes place in that conference room that makes a client choose to accept a plea deal? Our trainers — former IRS employees — will walk you through the process and analysis these cases go through.

• Eric Green, Esq.
• Robert Nordlander, CPA
• Esther Robinson, CPA

Eric used to talk about his fixed-fee pricing and how profitable it could be. Then DOGE lit the IRS (and everything else) on fire, and those fixed fees may not work quite so well. Our panel will break down the new approach you should consider when pricing IRS rep engagements with the new, chaotic IRS.

• Nina Tross, EA
• Felecia Dixson, EA
• Leighanne Lafrenz Nickle, CPA

Maybe the client can no longer sleep at night, or maybe someone they do business with is under audit. For whatever reason, the client has decided they need to come clean. Should they just amend the false tax returns, or go through the IRS Voluntary Disclosure Program? And what about state taxes? This session will break down when amending the returns makes the most sense, when the client should consider voluntary disclosure, and exactly what the client is signing up for if they proceed with a voluntary disclosure.

• Eric Green, Esq.
• Dawn Brolin, CPA, CFE