PHOENIX, ARIZONA

JUNE 4-6 

Presenters, Topics, Pricing,

Hotel Information Listed Below  

It's been a couple years, but we are heading back to sunny Phoenix, AZ!  This  Advanced Tax Problem Resolution Seminar is your ticket to learning the insights and knowledge of the nation's TOP PRESENTERS! 

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!

Let's take a look at the Nation's Top Presenters who you will be learning new tips and techniques from.

                    Click HERE To Register! 

Click HERE To Read What Satisfied Attendees Have To Say

Click HERE To See Our Online Brochure!

Click HERE For Seminar Outline!

All-Star Presenters:

Here is the list of your ASTPS presenters for this “Can’t Miss” event:

·        Robert McKenzie, Esq., EA, CTRS
·        Steven Klitzner, Esq.

·        LG Brooks, EA, CTRS

·        Patti Logan, EA, CTRS
          ·         Sherrill Gregory, MBA, MST, EA, USTCP                                   

Keep Reading For All The "HIT" Topics!

Read on to learn about our "Register Now...Pay Later" and "100% Money Back Guarantee" policies!  Pricing is also listed below.

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

   STAFF NEED TRAINING??  WE RUN PROGRAMS FOR THEM TOO!  SCROLL TO THE BOTTOM OF THIS EMAIL FOR MORE INFORMATION.

SEMINAR LOCATION:
Embassy Suites Phoenix-Tempe
4400 South Rural Road
Tempe, AZ 85282

480-897-7444

Click HERE for the hotel website.

This hotel is located six miles from Phoenix Sky Harbor International Airport near Arizona State University - ASU and Sun Devil Stadium. This full-service upscale all-suite hotel is just minutes from downtown Tempe/Mill Avenue, Arizona Mills Shopping Mall, Chandler Fashion Center Mall, Tempe Town Lake, Big Surf Water Park, and the Raven Golf Club.

We have secured a discounted guest room rate of ONLY $104/night!  Call 480-897-7444 and mention the group code, “AST” to receive the discounted guest room rate.  You need to hurry though because this DISCOUNTED RATE is only good until May 18th!  This hotel provides complimentary cooked to order breakfast and complimentary manager's reception (Great networking time!) with light snacks and alcoholic beverages.  They also provide complimentary airport shuttle service.

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

"Register Now...Pay Later"
That's right...register now and don't worry about your payment until June 1st!

"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!

Attorneys: 22 Hours

CPAs: 22 Hours

Enrolled Agents: 22 Hours   

Presenters & Topics: 

Thursday, June 4 ∙ 8:10am – 5:00pm 

- Times are Tough, Be Sure You Know Enough                               
     Patti Logan, EA, CTRS
If taxpayers ask the IRS for an extension of time to pay their tax, the standard answer is “There is no extension of time to pay, only an extension of time to file the return.”  Would you believe – they are wrong!  IRS personnel may advise taxpayers of the ability to get an Installment Agreement, but that’s where their advice stops.  Patti will discuss options for paying taxes that are far greater than IRS shares with taxpayers who need time.  Certain taxpayers can get 18 to 30 months of deferral.  As a tax problem resolution pro, this is information you need to know.  Patti will also give you insights critical to clients who have been the victim of the current economic mess. For example, she will discuss avoiding the 10% penalty when a taxpayer withdraws money from a retirement account.  She will cover how a taxpayer can easily get 120 days to pay their tax.  Other options like Currently Not Collectible status will be included. Patti will wrap-up with a description of the services an EA or CPA can provide the attorney representing a troubled taxpayer in bankruptcy.

- Absolutely, Positively, Winning CDP Hearings AND Fast,
  Efficient Release of Liens/Levies
  Steven Klitzner, Esq.                                                      
You will leave this session ready to win Appeals Hearings in less time and at higher fees.  Steve has perfected a winning system that you will be prepared to implement immediately in your office.  With Steve’s proven system and copies of his checklists and flowcharts in hand, you will look forward to your next opportunity to go to Appeals.  Appeals is one of the most important areas in the IRS and Steve has mastered the art of winning
for his clients.  A small sample of what you will learn includes: the most important things you can say to IRS, how to secure release of lien or levy, when you may not want a release, how to maximize your fees with Appeals cases, when voluntary payment beats an Installment Agreement, lien subordination, prevention of liens and levies, using the Taxpayer
Advocate, related services you can offer, and dealing with employer, bank, and Social Security levies.  

Friday, June 5 ∙ 8:10am – 3:05pm

- Penalty Games: Reducing IRS Penalties                              
  Robert McKenzie, Esq., EA, CTRS
Each day the Internal Revenue Service asserts millions of dollars in tax penalties against taxpayers.  Many of those penalties are subsequently abated because of quality representation by experienced practitioners. This class will cover the basics of supporting reduction of IRS tax penalties. 
You will learn about:

■ Reasonable Cause
■ Ordinary Business Care and Prudence
■ Internal Revenue Service Preferred Reasons for Abatement of Penalties
■ A practical approach to seeking abatement of penalties

 

After this class, you should be able to substantially reduce many tax penalties asserted by the Internal Revenue Service against your clients.

- IRS Collection of Taxes                                                           
  Robert McKenzie, Esq., EA, CTRS
Over the past three years the Internal Revenue Service has more than doubled its enforced collection activities.  This class will cover the best strategies for representing your client before the IRS Collection Division.  It will also discuss strategies for dealing with aggressive IRS employees seeking to collect taxes on behalf of the IRS.  You will learn:

■ Negotiation for extensions and installment agreements
■ Cases appropriate for offer in compromise
■ Best bargaining strategies

- Cash Transactions and Foreign Bank Accounts                   
    Robert McKenzie, Esq., EA, CTRS            
Many of our client's may be engaged in either cash transactions or have opened foreign bank accounts to avoid IRS scrutiny.  This class will alert you to IRS enforcement efforts and the compliance requirements for both cash transactions and foreign accounts.                      

Saturday, June 6 ∙ 8:10am – 5:00pm

- The National Taxpayer Advocate: Our Best Friend        
  LG Brooks., EA, NTPI Fellow, CTRS
You will learn when and how to use the Taxpayer Advocate Service. Do you know what issues may be addressed through TAS?  Does TAS have the power to put the brakes on collection activity?  Why do experienced practitioners find TAS to be one if the two best places to turn in the IRS – if you were unsure, the other is Appeals.  LG will discuss the tax problem resolution issues contained in the recent report by National Taxpayer Advocate Nina Olson to the House Ways and Means Committee.  Of special interest is her criticism of IRS procedures that discourage the use of collection alternatives like Offers-in­ Compromise and partial-pay installment agreements, even in cases where taxpayers cannot pay the full amount of their tax liabilities.  Other issues in the report include the problems caused by cancellation of debt income, unfiltered Social Security levies, and hardship distributions from retirement accounts.

- Statutes Of Limitation: When They Run, When They Don't
  LG Brooks., EA, NTPI Fellow, CTRS
Learn or re-learn all the rules on Statutes of Limitation (SOL).  You should review the SOL on every case.  You need to know when the SOL is suspended and when it restarts.  You need to be aware of add-on days when the SOL is suspended.  This presentation is where you will get all the information you need to be sure you properly consider in this important area. 

    

- Intro To Tax Court & Cases Of Interest
  Sherrill Gregory, MBA, MST, EA, USTCP
You will learn the basics of US Tax Court procedures and the judicial process, including what qualifies for this court's jurisdiction.  Recent Tax Court cases will highlight that discussion with real world application to the tax professional who prepares tax returns and represents taxpayers. 
                       

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

  

Click HERE To Register Now! 
Click HERE To See Our Online Brochure!

 

 

 The PAA (Perfect Administrative Assistant) / PTT (Perfect Tax Technician) Training Programs

PLEASE ASK YOURSELF THE FOLLOWING QUESTIONS:

- DO YOU SPEND TOO MUCH OF YOUR DAY PUTTING OUT FIRES?

- DO YOU FEEL LIKE YOU'RE ALWAYS TRYING TO CATCH UP?
- ARE YOU BEHIND ON COLLECTIONS BECAUSE YOU ARE TOO BUSY TO  FOLLOW-UP THE WAY YOU KNOW YOU SHOULD?

  

If you answered "YES" to any of those questions you need to send your staff to the PAA/PTT Training Programs taking place on June 4-5! 

Click HERE for more information!

Click HERE for the ASTPS Seminar Refund Policy.

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