Hello, my name is Lawrence Lawler, CPA, CTRS (Certified Tax Resolution Specialist) and fellow member of the National Association of Enrolled Agents (NAEA). I have some important information to pass along to you that can benefit your Enrolled Agent Society/Chapter and its members.
How This Information Will Benefit Your Members
Many tax professionals are missing out on a lucrative niche that will enable them to make more money in their existing practice than they ever thought possible. Listed below are just some of the many benefits of adding Tax Problem Resolution (TAPeR) services to an existing tax practice.
Member Benefits:
- Client fees are well above average
- No accounts receivable problems - TAPeR clients pay in advance
- Increase future business as TAPeR clients become loyal life-long clients
- Growing area of practice as IRS is aggressively pursuing delinquent taxpayers & non-filers
- Increase member confidence when dealing with the IRS
- Little real competition in most communities
Individuals and businesses alike need help from qualified tax professionals. Adding Tax Problem Resolution (TAPeR) services to your chapter members’ practices will provide them with the opportunity to earn significant new revenues
and fill this demand. Besides the fees for resolving the immediate
problem, they will grow through the continued relationship with these
clients in Federal Taxation or Federal Tax related matters.
How This Information Will Benefit Your Chapter
At the same time, you can earn significant revenues for your chapter as well. Listed below are just some of the many benefits of providing Tax Problem Resolution (TAPeR) seminars for your chapter/society members.
Chapter/Society Benefits:
- Earn revenues to aid in furthering chapter/society goals and missions
- Continuing Education Hours - Technical TAPeR seminars are approved for CPE
- Attract new members by offering these exclusive CPE training seminars
- Increase cohesiveness among membership
- Provide networking among membership
Currently I serve as the National Director of the American Society of Tax Problem Solvers (www.ASTPS.org),
an IRS approved non-profit organization of tax professionals. Beyond
conducting seminars for ASTPS, I have given classes and seminars all
over the country to literally thousands of professionals who are involved in helping people in trouble with the IRS.
With over 30 years of experience in this niche, tax professionals are eager to have the opportunity to obtain the knowledge from me to begin this new chapter of their practice. Let me introduce you to some of the training seminars I can provide.
Training Seminars:
- 1-Day Technical IRS Problem Resolution Boot Camp (8 CPE Hours)
This
is an in-depth, full day seminar covering all the how-to basics of tax
problem resolution. Learn from ASTPS National Director, Lawrence
Lawler, as he instructs this information-packed session.
Topics Covered:
| Overview of IRS Collection | Powers of Attorney |
| Obtaining Information from the Client & IRS | Important Dates |
| Financial Analysis & Forms | Penalty Abatement |
| Offers In Compromise – 3 Types | Trust Fund Penalty |
| Planning Techniques / Impact of Variables | Case Studies |
| Hands On 433 A and Offers In Compromise | Much More… |
2-Day Technical / Marketing & Management
IRS Problem Resolution Boot Camp
This jam-packed two-day seminar includes
everything in the above plus a full day of Marketing and Practice
Management topics. Learn proven techniques to manage your practice and
how-to gain new clients.
- Learn the three things important to small practitioners.
- Learn the four commonly accepted business lies that will hold your practice down.
- Learn how-to conduct initial tax problem resolution interviews without fear.
- Learn a tested and proven interview approach that will result in
converting every prospect into a client with paid-in-advance-fees.
- Learn the Top 7 Marketing Methods all small practitioners need to know.
- Learn which software is needed for efficient case preparation
- Learn the best way to bill for TAPeR work
Managing Your IRS Practice:
| Reference Materials | Closing a Close |
| Hardware Requirements | Uncooperative Clients |
| Software Requirements | Client Management |
| Training and Standardization | Case Management |
| Work Programs- Interview Techniques | Billing |
| On-Screen Work Papers and Forms | Much, much more… |
| Closing a Close | |
1/2 Day Advanced Session
Aggressive Planning For Clients with Assets & Income (4 CPE Hours)
Learn
how the experts handle those cases that can drive you crazy. For
example, where the 433-A shows too much equity and/or too much income
to qualify for an Offer in Compromise, or even an Installment
Agreement. Yet, the client can’t really afford to full-pay or make
payments at the level the IRS would demand.
Not all cases require aggressive actions, but
when the need arises, will you have the answers? You will, after this
session. This is one you can’t afford to miss. Qualify more clients for
offers, reduce the offer amount for others, and secure minimum payments
for payment plans.
NOTE: This is not a stand-alone session, it can be added to the 1 or 2-day events.
Topics Covered:
| Investment accounts & publicly-traded stocks | Excess cash balances |
| Too much equity in home, auto, or other assets | Lack of allowable expenses |
| Retirement Accounts – IRS, 401-K, Pension, etc | Too much income |
| Closely held business interests | Much, much more… |
- PRICING: Please contact ASTPS at 716-630-1650 or info@astps.org to request program fees.
SPECIAL NOTE: You may schedule any combination of the courses to make a 1-day, 1 ˝ day, or 2-˝ day event
Click HERE to read what some past attendees had to say!
What We Guarantee:
- We cover own meals, transportation, and lodging
- Expert instruction provided by Lawrence M. Lawler, CPA, CTRS
- Secured CPE approval for all technical sessions (Mrktg./Mgmt. not allowed by IRS)
- Thorough manuals for attendees (Will be used as reference material for years to come)
- Upon completion, attendees will be prepared to effectively resolve IRS problems
- Certificate of Completion Suitable for framing
What Is Required of Your Chapter/Society:
- Provide agreed upon booking fee
- Pay shipping charge for attendees manuals
- All meeting charges except projector and laptop (We supply)
- Marketing the seminar to your chapter members
Click HERE for my Service Commitment to Meeting Planners
As stated earlier, I am no rookie when it comes to Tax Problem Resolution work and I have taught literally thousands of professionals
who now have thriving practices providing TAPeR services. Every
professional should add to this specialized service to their tax
practice, as well as professional organizations offering the training
for their members.
I would like to invite you to take a look at 2 Free Special Reports about
this money-making niche. Just click the “Free Special Reports” link in
the navigation bar, enter your information, and you will instantly have
the reports in your email inbox.
If you have any questions, want more information, or want to book a seminar for your Professional Enrolled Agent Chapter/Society, please contact, Ron Perrino at 716-630-1650 or toll-free at 1-888-Tax-Aide (1-888-823-2433).
Best Regards,
Lawrence M. Lawler
Lawrence M. Lawler, CPA, CTRS
National Director
American Society of Tax Problem Solvers
PS: Providing tax problem resolution services is something that EVERY tax professional should add to their practice or at the very least, consider adding
to their practice. While ASTPS requires a minimum fee to provide the
training seminars, you are free to establish your own registration fee
for your attendees. Contact the American Society of Tax Problem Solvers with questions, or to schedule a seminar booking.
The
American Society of Tax Problem Solvers has been approved by the
Internal Revenue Service under the Program Sponsor Agreement for
Continuing Education for Enrolled Agents. It is to be understood that
Enrolled Agents only receive CPE credit hours for courses in Federal
Taxation or Federal Tax related matters.
