Super Conference 2025

We are a community bound by skill and purpose.
This work—standing up for those facing the full weight of the IRS—isn’t a job. It’s a calling.

Behind every case is a person—often confused, overwhelmed, and unheard.
And when they have no one else, we show up.
With clarity. With courage. With compassion.

Yes, the IRS is going through a transition. But so are we.
This moment demands more of us—more knowledge, more conviction, more connection.

That’s why we gather.
To share strategies. To trade insights. To remind each other why we chose this path—and why we stay on it.

This is more than a profession.
It’s a promise we make: to our clients, to each other, and to the values that brought us here.

Out there, they don’t get it.

They don’t understand how we can get excited about an event on taxes.
How we talk shop at dinner like it’s a thriller novel. How solving a gnarly IRS issue lights us up more than a beach vacation.

But in here—you’re among your people.

People who see what you see. Who obsess over the details. Who light up over case law. Who know what it feels like to carry someone else’s burden until you lift it.

Here, no one asks you to explain why you care so much.
We already know.

This isn’t just another CPE conference.

It’s a return to the place where your passion is understood—where your commitment is shared, and your curiosity is matched.

Where every conversation reminds you: you’re not alone in how deeply you care.

At Super Conference – You’re exactly where you’re supposed to be.

Every IRS case takes unexpected turns — the real skill is knowing which move to make next. In this highly interactive, choose-your-own-adventure-style session, you’ll work through real audit and collection cases by making key decisions at pivotal moments. At each fork in the road, we’ll ask: If the IRS does X… what do you do next? You’ll learn how different choices lead to different outcomes — and build your confidence to pivot under pressure.

Key Takeaways:

• Actively guide real-world IRS cases through strategic decision points.

• Explore “if/then” scenarios to plan for contingencies and shift strategies mid-case.

• Identify IRS red flags and anticipate their next move before they make it.

• Learn when to fight, when to concede, and how to keep control of the case.

• Sharpen your instincts and walk away with a smarter, faster response playbook.

Even the best tax pros get bruised. This no-BS session walks through real-life cases where things didn’t go as planned — and what we learned the hard way. From misreads of the IRM to negotiation tactics that fell flat, you’ll see where we got it wrong, and how to avoid the same traps.

Key Takeaways:

• Spot and fix the most common mistakes in tax resolution strategies.

• Learn what not to do when dealing with ROs, AOs, and ACS reps.

• Improve your prep game with stronger documentation and accurate calcs.

• Know when to pivot — and how to recover when your first approach bombs.

• Walk away with real-world insights that’ll save you (and your clients) time, money, and embarrassment.

The creator economy driven by influencers, entertainers, and athletes is generating billions across brand deals, NIL contracts, and digital platforms. But while the industry evolves at lightning speed, the IRS & states have struggled to keep up. With limited guidance, outdated frameworks, and inconsistent enforcement, tax compliance for this new class of earners has become a minefield.

In this session, you’ll learn:

• How creators are paid (cash, in-kind, equity, and more) and the tax reporting traps that follow
• Identify the most common types of tax troubles creators face, including unreported income, misclassified expenses, and failure to make estimated payments
• The IRS’s use of hobby loss rules and increased audits in this space
• Properly report income for influencers, entertainers, and athletes including non-cash compensation

Think you can dispute a tax bill? Maybe. But most practitioners get blindsided when the IRS says: “You already had your chance.” This session breaks down the legal rights and wrong moves when challenging an existing tax liability. We’ll cover when you’re actually allowed to challenge it, how the IRS defines a “prior opportunity,” and what documentation can kill your case before it starts. If you’ve ever filed a protest only to hear “Denied,” this one’s for you.

Key Takeaways:

• Learn when you can legally challenge a tax liability — and when it’s too late.

• Understand what the IRS considers a “prior opportunity” (and how to avoid that trap).

• Identify the key IRS letters and notices that silently close your window to appeal.

• Discover what legal paths still exist after your challenge gets shot down.

Submitting an Offer in Compromise through a Collection Due Process (CDP) hearing can be a game-changer — if you know how to play it right. This session dives into the unique advantages of combining a CDP hearing with a Doubt as to Collectibility (DATC) offer, backed by a complex real-world case. You’ll learn when to use this approach, how to prepare for it, and what makes it different from a standard OIC submission. Perfect for anyone looking to level up their resolution strategies with clients facing tough IRS battles.

Key Takeaways:

• Understand the history, timing, and legal protections behind CDP hearings.

• Know when and how to prepare a Form 12153 for maximum strategic value.

• Learn how to use CDP to boost your client’s chances of a successful OIC.

• Get real-world tactics from a complex case involving special circumstances.

• Learn how to communicate timelines, hurdles, and realistic outcomes to your clients.

What really happens inside an IRS audit? Now you’ll know — straight from the guy who just finished training the agents doing them. John brings nearly 40 years of IRS experience, having served as a Revenue Agent, Large Case Examiner, International Examiner, and Appeals Officer. After a stint as Director of Compliance at Jackson Hewitt, he returned to the IRS to train SB/SE Revenue Agents — up until May 2025. If you want to know how audits actually work, from selection to close-out, this is your inside track.

Key Takeaways:

• Learn how audits are triggered, assigned, and sometimes closed before they even begin.

• Understand what IRS agents look for in background reviews, interviews, and documentation.

• Get the real criteria behind IDRs, site visits, and proposed adjustments.

• Prepare for audit closeouts, protests, and appeals — with insights only a former trainer can give.

• Walk away knowing how to think like a Revenue Agent and stay two steps ahead.

Can you represent both ex-spouses on a joint return? How about two business partners in a trust fund case? The answer — like most things in tax — is “it depends.” In this eye-opening session, Miami tax attorney Steven Klitzner breaks down what Circular 230 really says about conflicts of interest. Through real-world scenarios, Steve will show you where you can safely proceed (with waivers), where you can’t — and where you’d be crazy to try.

Key Takeaways:

• Understand what Circular 230 actually requires when dealing with multiple parties.

• Know when a conflict can be waived — and when it’s a hard stop.

• Learn to spot red flags early so you don’t get caught in the middle later.

• Get real-world examples from a seasoned tax attorney who’s seen it all.

• Walk away with a clear ethical framework for tricky client situations.

Bankruptcy and taxes cross paths more often than most tax pros realize — and when they do, there’s opportunity and risk. In this powerful session, Katharine LaBoda, EA, will break down what tax professionals really need to know about dischargeability, how the 3-2-240 rules work in practice, and how to become a strategic asset to bankruptcy attorneys. Whether you’re supporting clients pre-filing, during the bankruptcy, or cleaning up post-discharge issues, this session gives you the tools and insight to lead — not follow — in this complex space.

Key Takeaways:

• Learn what tax debts can be discharged in bankruptcy — and when.

• Master the 3-2-240 dischargeability rules and how tolling events impact timelines.

• Understand how SFRs, fraud, and recent rulings like McCoy affect tax discharge eligibility.

• Discover how tax pros can collaborate with bankruptcy attorneys and get paid to do it.

• Get tools to analyze dischargeability, challenge post-discharge balances, and build lasting referral partnerships.

• Walk away with scripts, templates, and strategies to communicate with attorneys and confused clients alike.

A client shows up with a tax bill and a Final Notice of Intent to Levy. They say the audit was wrong — but can you still challenge it? In this session, Miami tax attorney Steven Klitzner walks you through the critical steps to determine whether a taxpayer still has the legal right to contest their liability at a Collection Due Process (CDP) hearing. You’ll learn how to analyze transcripts, spot IRS missteps, and potentially reopen an audit long after the fact.

Key Takeaways:

• Learn when and how to challenge an underlying liability through a CDP hearing.

• Understand the IRS rules around “prior opportunity” and how they impact appeal rights.

• Discover how to decode transcripts to verify if the tax was properly assessed.

• Find out when a CDP hearing can become a second shot at fighting a bad audit.

• Get practical tactics for building a strong case and preserving your client’s appeal options.

AI isn’t coming — it’s already here. This session shows how tax pros are using ChatGPT right now to save time, boost productivity, and streamline complex tax resolution work. From drafting IRS responses to building compelling client narratives, you’ll see how to make this tool work for you — without compromising compliance or accuracy. Think of it as your new unpaid intern (who doesn’t take lunch breaks).

Key Takeaways:

• Real-world ways to use ChatGPT for tax resolution, from OICs to audits.

• Sample prompts that get results fast — and sound like a human wrote them.

• Smart shortcuts for writing, summarizing, and client communication.

• What AI can’t do — and how to avoid over-reliance or compliance missteps.

• Walk away with a toolkit to start using ChatGPT today (with pro-level judgment).

Pricing doesn’t have to be a guessing game. In this tactical session, you’ll learn how to price your tax resolution cases based on time, complexity, urgency, capacity, and — most importantly — client value. We’ll show you how to structure flat-rate pricing that’s fair and profitable, plus how to break engagements into phases with clear boundaries to prevent scope creep. You’ll leave with a practical tool to guide your pricing — and the confidence to stop undercharging for high-stakes work.

Key Takeaways:

• Learn the 5 variables that should drive your pricing strategy.

• Break large cases into phased deliverables with built-in guardrails.

• Master flat-fee pricing without giving away your time or sanity.

• Use urgency and client value as multipliers, not stressors.

• Walk away with a plug-and-play pricing tool to apply instantly.

At the start of the Super Conference we will take some time to reflect on the past 12 months and what has happened in the industry. We’ll cover important IRS updates that effect your business and the outlook for the next year!

Our members LOVE the monthly Office Hours call. Well this year we’re bringing it to the Super Conference! Over the course of an hour Larry, Steve, and LG will answer 15 pre-submitted case questions from audience members!

Join us for an evening of fun and networking. After the first day of the conference, we will have a wonderful evening of food, drinks, and tax resolution talk! This is included in your ticket.