• 17 Feb 2022
    • 9:00 AM
    • 18 Feb 2022
    • 4:00 PM
    • Live on Zoom Feb17-18, 9:00a -4:00p CST

    Our Flagship Seminar on Tax Resolution

    ....As seen at the IRS Nationwide Tax Forum.

    "I've spent thousands on marketing tax relief seminars but I still didn't have the confidence to offer the service.  This course told me the things I didn't even know to ask, so now I am confident that I can get a win for my clients...

    I may start slow but at least I have the knowledge to start!"

    - Richard

    This is a hands-on, collaborative course.

    We will walk you through the how-to's of:

    Identifying & qualifying clients
    Case Strategy
    Structuring the Engagement
    Form completion & submission procedure
    The practice of negotiation on clients behalf- How to use the IRM ("IRS Playbook") for Successful Outcomes

    Who should attend?
    Enrolled Agents
    Tax Preparers
    Other administrative personnel dealing with tax resolution clients

    Feedback from Prior Participants
    "Very clear and detailed information to help me in my practice, right now!"
    "This seminar was fun and informative, the presenter was very easy to understand."
    "Provided a lot of guidance on how to do this, beyond just the form instruction."
    "The first seminar that showed me WHAT to do, not just how to market"

    Continuing Education Credit - 12 credit hrs

    Prerequisites: None

    For questions please call: 214-287-0803

    Participation Levels

    General Participant – $497.00
    Access to live webinar, hands-on exercises, and forms templates for your download after the seminar.

    Participant w/Case Assistance - Limited Spots Available – $777.00

    In addition to the benefits of participant registration, the registration includes 2 hours (or 4 30min sessions) of virtual case strategy review after the seminar. This level is perfect for a participant who wants to experience the full live interaction and who have specific questions about their own active cases.  Perfect for the professional already active in resolution cases.

    Resolution Expedited Start-up Participant – $2,997.00  

    *Available ONLY to CPAs, Attys and EAs

    (This mentorship package was first offered in 2020 with a limit of 5 participants.  It worked so well that we're bringing it back with no limits!)

    The IRS Playbook Seminar - ULTIMATE tax resolution startup coaching program.
    This registration includes the benefits of the other two registration levels.
    *Weekly recurring 1- hour group coaching sessions to get you started working your first client
    *Opportunity to work virtually as a partner on real cases (hands-on learning) with virtual my team.
    *Opportunity to get into the guts of how I built my firm and processes
    * This is a coaching program specifically designed for your successful outcome.

    Webinar Update Participant - Prior Attendee(Registration code required)

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