Advanced Training

                                         

	SAN DIEGO, CA
	MAY 20-22 8:10 - 5:00 pm

THE TIME IS NOW!  This is the LAST Advanced Seminar (Super Advanced In Las Vegas/October 21-23) this year to obtain IRS Representation Education from the Nation's TOP PRESENTERS!  Along with all the TECHNICAL education, you will learn about GROWING YOUR PRACTICE, incorporating SOCIAL MEDIA into your practice, and receiving a TAX SOFTWARE presentation that will tell you exactly which route to take given the scenario of your case!


BONUS:  All attendees will get a chance to schedule time for a consultation with ASTPS National Director, Larry Lawler, and his partner John Witkowski for any burning question that has you stumped! 

              Click HERE To Read What Satisfied Attendees Have To Say

Click HERE To Register! 

Click HERE For Testimonials! 

Need Staff Training?
 
Click HERE To Find Out About The TOP Training Program Offered In This Field!  Program Taking Place in San Diego On May 20-21

ALL-STAR PRESENTERS

- Robert McKenzie, Esq., EA, CTRS
- Jaime Buchwald, CPA
- LG Brooks, EA, CTRS
- Donald J. Hahn, CFCC, CPBA, CPVA
- Robert Patrick Sticht, Esq.
- Neil Deininger, CPA, Esq.
- Jennifer Bailey, Director Of Possibilities

Continuing Education:

Attorneys: 24 Hours

CPAs: 24 Hours

Enrolled Agents: 18 Hours (IRS Doesn't Approve Marketing/Management Sessions)

Itinerary
Click HERE For San Diego Itinerary 

CAN'T MISS TOPICS

Robert McKenzie, Esq., EA, CTRS  

 

Advanced Non-Filer Representation

This presentation will cover the best methods to represent your non-filing clients. We will discuss IRS investigation techniques, IRC Sec. 6020B returns and substitutes for returns (SFR's), You will learn:

 

- Who might be prosecuted for non-filing and when,
- IRS priorities,
- IRS notice procedure,
- Campus procedures for ASFR's,
- How many years to file, and
- Case resolution techniques

Tax Negotiations
This presentation discussing appropriate tips, tactics, and techniques will reveal how pros like Bob McKenzie prepare for and approach IRS negotiations. The topic compares and contrasts the differences in negotiating with a Revenue Officer, a Revenue Agent, ACS personnel, and Appeals or Settlement Officers. Highlights will include opportunities to use the Internal Revenue Code and/or the Internal Revenue Manual against them. Bob's suggestions as to when to concede, trade off, or stand firm will add value to the presentation. We will have hands on skills training using several collection and exam problems.

Jaime Buchwald, CPA

Cutting Edge Software: Like a New, Expertly Trained Assistant 
Carpenters use saws, surgeons use scalpels, and taxpayer reps use computers. Without sharp edges the carpenters and surgeons tools deliver sloppy results. Without cutting edge software, our computers are no better than a dull scalpel to a surgeon’s: this revolutionary software is the cutting edge. Evaluating, preparing, and tracking cases is the single most common challenge we hear of daily. This software is the solution. Whether you’re a pro or a rookie one look at this software tells you that leading experts in the industry have specifically created it for taxpayer representatives. It automates all the various solutions to tax problem cases. From the initial interview until the closing of the case, this software has everything you need. You will know immediately that your work life just got better. Quick case analysis, specific recommendations, smooth integrated forms completion, engagement letters, built-in fee schedules, searchable IRM, and huge knowledge base are all just one-click away at all times. The knowledge base includes basic to aggressive planning tips and techniques at the click of a button. The authors leave no stone unturned. The software is like a training session for less experienced staff. They will learn from the knowledge base, complete cases more efficiently, and reduce your workload. Being internet based and highly secure means no disks to track or updates to install, it’s all done for you. You can work from anywhere. Once entered, data populates everywhere without the need to re-enter.  If you want to be a cutting edge practitioner, do not miss this session. The authors and software engineers have agreed to debut this product exclusively to ASTPS. Pricing is modest and straightforward. 

LG Brooks, EA, CTRS

The Power of Attorney and Forms of Authority

All practitioners representing taxpayers before the Internal Revenue Service (IRS) should be familiar with the "authority" of Form 2848, Power of Attorney and other forms of authority.  This presentation will provide a "point-by-point" explanation of the authority of federally authorized practitioners once a Power of Attorney is presented to the IRS.  LG will discuss important details of "What is a Power of Attorney" and when it is required.  Equally important will be the discussion of when a practitioner should withdraw a POA. well as who is allowed or authorized to sign a Power of Attorney and who is not.  It is crucial that the practitioner is aware of the authority a POA conveys to the practitioner and what actions he or she must and/or are allowed to take on behalf of a taxpayer. A practitioner cannot adequately represent a taxpayer without fully understanding their authority and rights as a POA.  He will address the IRS's position with respect to the filing of a POA, such as what documents can be requested, the request for the presence of a taxpayer, the issuance of Information Document Requests (IDRs), and other issues.  In conclusion, this presentation will include other forms of limited authority, such as Form 8821, "Tax Information Authorization" and Form 56, "Notice Concerning Fiduciary Relationship" and related IRS publications with respect to representation and information authorities.  You might know it all, but it is useless without a client. For professionals, attracting and maintaining new business is vital to the success of any organization and subsequently, job stability ... especially in this new economy. As 2010 unfolds make sure you and your colleagues are ready with a plan of action. This Rainmaking Workshop is a great way to get everyone on the same page and plan, rather than pray for a profitable 2010. This session is tailored for Enrolled Agents, CPAs, and Attorneys who do not think of themselves in the role of the "stereotypical salesperson." You will learn about trends in client and business development and gain insights into top rainmaking activities. Successful professionals are maintaining their competitive edge in the marketplace by leading a cultural shift throughout their organization. Professionals are now required to be adept at growing business, creating customer loyalty, & expanding their "brand."
 

Audit Reconsideration: An Often Overlooked Gem

You will leave this presentation knowing when it's appropriate to seek audit reconsideration and how to get your client accepted into the recon process. A practitioner whose client does not qualify for an Offer in Compromise, an Installment Agreement, or Currently Non-Collectible status may achieve outstanding results for their taxpayer.  LG will give you a start-to-finish approach to prepare you to recognize and represent taxpayers in recon cases. 

             Donald J. Hahn, CFCC, CPBA, CPVA

Practice Growth
You might know it all, but it is useless without a client. For professionals, attracting and maintaining new business is vital to the success of any organization and subsequently, job stability ... especially in this new economy. As 2010 unfolds make sure you and your colleagues are ready with a plan of action. This Rainmaking Workshop is a great way to get everyone on the same page and plan, rather than pray for a profitable 2010. This session is tailored for Enrolled Agents, CPAs, and Attorneys who do not think of themselves in the role of the "stereotypical salesperson." You will learn about trends in client and business development and gain insights into top rainmaking activities. Successful professionals are maintaining their competitive edge in the marketplace by leading a cultural shift throughout their organization. Professionals are now required to be adept at growing business, creating customer loyalty, & expanding their "brand." 
                    
                  Robert Patrick Sticht, Esq.

Criminal Tax Problem Resolution
The IRS plans to spend "$702.5 million on criminal investigations of the tax laws and other financial crimes" according to the 2011 budget announced by the Obama administration this week. That's almost three-quarters of a billion dollars! This compelling news alerted ASTPS to the need to include a new, criminal tax problem resolution session.  This program introduces experienced tax problem resolution professionals (attorneys, CPAs, enrolled agents) to criminal tax problem resolution. Topics include representing the client before, during, and after a criminal tax investigation; the role of the forensic accountant and testifying expert in a criminal tax investigation; civil tax considerations in a criminal tax investigation; and ethics in criminal tax practice. Robert will discuss the origins of criminal tax investigations, eggshell audits, recognizing signs of a fraud referral, IDR/FDR, administrative summons, grand jury subpoena, search warrant, consensual monitoring authority, the Fifth Amendment and other privilege issues, and voluntary disclosure. The presentation will include an exciting case study that examines a recent investigation and prosecution of a large abusive tax scheme involving domestic and offshore trusts and foreign bank accounts. 

                    Neil Deininger, CPA, Esq. 

Representing Trust Fund Recovery Penalty Cases
This session will examine the essence of representing taxpayers who are being assessed with the Trust Fund Recovery Penalty.  Topics will include:

·         Statutes of Limitation   

·         Appeal of TFRP

·         Dischargeability

·         Interview Procedures

·         Assessment Delay

·         Designation of Payments

·         Criminal Restitution

·         Contestability 

·         Lien Priorities

·         Deductibility of Payments

In addition to the discussion, you will review and take away a detailed analysis with several supporting exhibits.  Don’t miss this critical information.

   Jennifer Bailey, Director Of Possibilities

Building & Sustaining Relationships Online - For Tax Problem Solvers
Social media has become a topic that no professional can afford to ignore. Blogging, Twitter, Facebook, LinkedIn... what is their purpose and how do you use them? How can you use social media tools to sustain existing business relationships while creating new leads? Learn which tools you need to grow your profession, and develop an effective social media plan.

• How to Use Facebook to Sustain Relationships
• Using Twitter to Build New Connections
• Develop a Relationship Plan
• Create a to-do list for social media
• Develop Leads Using LinkedIn 

Read on to learn about our "100% Money Back Guarantee" policy!  Pricing is also listed below.

If you have any questions regarding this event, click HERE to submit them.

HOTEL INFORMATION

SAN DIEGO, CA - May 20-22
Doubletree Club San Diego 

1515 Hotel Circle South, San Diego, CA 92108 / 619-881-6900 Click HERE For Hotel Website - MENTION YOU ARE WITH ASTPS FOR $109 RATE!

This fabulous property couldn't be in a better location!  Located on famed Hotel Circle, it is across from Riverwalk Golf Course and two of the best shopping centers in San Diego, Mission Valley Mall and Fashion Valley Mall.  It is five minutes from San Diego State University and Qualcomm Stadium and great attractions including San Diego Sea World, San Diego Zoo and Old Town.  It is only 10 minutes from PETCO Park, Gaslamp Quarter and Coronado Island.  It is also surrounded by hundreds of dining options ranging from inexpensive fast food to some of the best five-star restaurants in the world!        

Airport Information:
6 miles from San Diego Intl. Airport. 
Directions: Take Harbor Drive to Laurel Street and Laurel Street to I-5 North (follow the freeway signs). Exit I-8 East (El Centro Fwy.) and immediately move into the far right lane. Exit Hotel Circle/Taylor St.; turn left at stoplight onto Hotel Circle Drive South. Hotel is ½ mile down on the right.

DISCOUNTED SHUTTLE:  800-974-8885  CODE: ZYVJH
                                                  Click HERE For To Make Online Reservation

Click HERE To Register! 

Click HERE For Testimonials! 

Registration Fee(s): 
1st Person Reservation - $997.00
(See Team and Early Registration Discounts Below)

"Money Back Guarantee"
We are so sure that you will be 100% satisfied with our program that we are wiling to give you a FULL REFUND if you are not!  At the end of the first day, simply turn in your materials and we will gladly refund your registration fee!

**Team Discounts**

Don't Miss This Action-Packed 3 Days of Education & Networking!

 _______________________________ 

  

 

The American Society of Tax Problem Solvers is a national, IRS approved not-for-profit organization of professionals who specialize in representing taxpayers before the IRS. 

 

The American Society of Tax Problem Solvers 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 addressed to the National Registry of CPE Sponsors,
150 Fourth Avenue North, Nashville, TN, 37219-2417.  Web site: www.nasba.org
 

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