2022 IRS Representation Day-3 Workshop: Adding a high-volume tax rep practice to your firm

Eric L. Green
Roger Nemeth, EA
Gaynor Meilke, Mc, CBC, CTC
Catharine O’Connor, Esq
Bill Nemeth, EA, MBA
Janet M. McHard
Eric L. Green | Green & Sklarz LLC
Roger Nemeth, EA | Tax Help Software
Gaynor Meilke, Mc, CBC, CTC | Charisma Ink, LLC
Catharine O’Connor, Esq | Tax Mentor
Bill Nemeth, EA, MBA | Tax Mentor
Janet M. McHard | The McHard Firm

Live Video-Broadcast: December 12 - 14, 2022

2022 IRS Representation Day-3 Workshop: Adding a high-volume tax rep practice to your firm

$0.00 19.5 hour CLE

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Program Summary

Before the pandemic started, taxpayers who could not pay their IRS debt and that were in the IRS Collections Division inventory numbered over 15 million, with another 10 million identified non-filers. Now that we are emerging from the pandemic, that number will skyrocket due to those affected by long-term unemployment, unpaid rent backlogs, and insane hospital bills. Tax professionals who know how to work out payment agreements between the IRS and these taxpayers are in more demand than ever before.

This special IRS Representation Summit is being put on by Eric Green (Tax Rep Network) and Roger Nemeth (Tax Help Software) and is designed as a multi-day workshop that will walk you through not only the IRS Rep process but the forms, and cover case studies and marketing techniques to help you build this lucrative practice area.

Your instructors are Eric Green and Roger Nemeth. Eric is a nationally-recognized tax attorney and popular speaker and author who has helped thousands of accountants start and grow successful tax representation practices. Attorney Green’s offer acceptance rate is 93 percent, and he will share his best-in-class methods. Full bio below.

Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Managing a High-Volume Tax Rep Practice: Letters, Forms and Checklists
  • Lead Generation in 2023
  • Simple Ideas that Pay Great
  • How to Represent a Client in a CDP Hearing
  • War Stories with Bill Nemeth, Catharine O’Connor, etc.
  • Penalties and Penalty Abatement: A Step-by-Step Approach
  • Tony & Marie Part I: The IRS Special Agents Cometh
  • Tony & Marie Part II: Resolving the Nightmare
  • Selecting Which Resolution Strategy
  • Correspondence Exam Game Plan
  • What Records? Reconstructing What No Longer Exists (or Never Existed)
  • Ask the Wizards: Your Tax Rep Questions Answered

Date / Time: December 12 - 14, 2022

  • 12:00 pm – 8:00 pm Eastern
  • 11:00 am – 7:00 pm Central
  • 10:00 am – 6:00 pm Mountain
  • 9:00 am – 5:00 pm Pacific

Closed-captioning available

Speakers

Eric-L.-Green_Green-&-Sklarz-LLC_myLawCLEEric L. Green | Green & Sklarz LLC

Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped hundreds of accountants start and grow successful tax representation practices.

Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.

Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CreditCard.com and Consumer Reports Financial News.

Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.

Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.

 

Roger Nemeth, EA_Tax Help Software_FedBarRoger Nemeth, EA_Tax Help Software_FedBarRoger Nemeth, EA | Tax Help Software

Roger Nemeth is the founder of Audit Detective (Tax Help Software). Prior to creating Tax Help Software Roger managed a large tax franchise in Atlanta that employed 15 enrolled agents. Realizing the need for transcripts and transcripts information Roger created a product to do just that and from that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Our users have downloaded over 300,000,000 IRS transcripts and processed over 1,000,000 Reports.

 

Gaynor Meilke, Mc, CBC, CTC_ Charisma Ink, LLC._FedBarGaynor Meilke, Mc, CBC, CTC | Charisma Ink, LLC

Owner of Charisma Ink, LLC specializing in growth consulting, strategic business planning, and marketing for the accounting and technology market.

25+ years of experience in marketing and PR for accounting firms, tech vendors and fintech companies.

Author and ghostwriter, B2B thought leadership platforms.

Understand how to identify, attract and sell tax rep services to new prospects.

Systematize and productize your service offering to simplify the sales process.

Use the most efficient lead gen strategies to win more tax rep clients

 

Catharine O’Connor, Esq._ Tax Mentor_FedBarCatharine O’Connor, Esq | Tax Mentor

Licensed to practice in Florida since 2012

Practiced Tax Controversy from 2012-2020 for one of the largest national tax resolution companies.

Resolved millions in tax debts, logged thousands of call hours with IRS collections personnel, and worked with hundreds of clients to resolve their tax controversy issues.

Subject matter expert in tax issues facing small businesses, particularly payroll tax debts, with years of practical experience in achieving excellent results for my client.

 

Bill Nemeth, EA, MBA_ Tax Mentor_FedBarBill Nemeth, EA, MBA | Tax Mentor

Over 30 years in the Industry, including 17+ as an Enrolled Agent (EA)

NTPI Fellow, 2013

NAEA Education Foundation Trustee; member of the Scholarship Committee.

Former Chair & current member of the NAEA Tax Track Committee

Currently works with troubled taxpayers (audits and representation).

Currently works with troubled taxpayers (audits and representation).

 

Janet M. McHard_myLawCLEJanet M. McHard | The McHard Firm

Ms. McHard founded The McHard Firm in 2009. Prior to that, she was a senior manager at Meyners + Company in Albuquerque, NM. She is a Certified Fraud Examiner (CFE), a certification bestowed upon examination by the Association of Certified Fraud Examiners (ACFE). She also holds a CPA in the State of New Mexico.

Janet also is a Master Analyst in Financial Forensics (MAFF), specializing in Fraud Risk Management, a designation offered by the National Association of Certified Valuation Analyst (NACVA). She is Certified in Financial Forensics by the AICPA. Janet has received special training in fraud prevention and investigation from ACFE, NACVA, and through the University of New Mexico’s Financial Investigators Certificate Program.

Ms. McHard has performed forensic and investigative accounting in cases on behalf of clients including governmental entities, nonprofit organizations and closely held companies. Examples include state government agencies, Native American pueblos and tribal governments, school districts, public and private health care organizations, constructions firms, auto dealerships, law firms, professional associations, artist royalty matters and retail organizations, just to name a few. As part of a partnership dissolution case, Janet has overseen the successful reconstruction of decades of business records to determine ownership percentages.

She has also performed detailed analysis of cost billings in multi-million dollar building projects. Janet has specialized interview training and has secured written confessions which have led to successful outcomes in white-collar cases, including securing voluntary repayment of losses.

Ms. McHard has testified as an expert witness in federal and state courts as well as administrative procedures, settlement arbitrations and grand jury proceedings. Janet has offered sworn testimony in cases involving employment matters, criminal investigations, contract disputes alleging fraud, and allegations of professional malpractice. She has testified at the request of prosecutors, criminal defense counsel, civil plaintiffs and civil defendants.

Janet is a contributing author of Fraud Casebook: Lessons from the Bad Side of Business. She has co-authored articles for Fraud Magazine, the publication of the ACFE. She has taught instructional webinars for Continuing Professional Education (CPE) on behalf of the ACFE, and anti-fraud training webinars on behalf of state governments. Janet has traveled internationally teaching to fraud prevention and investigation specialists. She has taught Continuing Professional Education (CPE) for CPAs nationwide, and anti-fraud webinars and live-training on behalf of state and local government as well as private firms and publicly traded companies.

As a faculty member of the ACFE, Janet has traveled internationally teaching to fraud prevention and investigation specialists. Janet has been a speaker at the AGA’s National Conference of Fraud and Internal Control and AGA’s webcast series. Janet has also taught in-house courses to Fortune 100 companies and worked with the audit committee of a Fortune 50 company to establish internal goals for their fraud prevention program.

Janet holds an MBA from UNM’s Robert O. Anderson Graduate School of Management in addition to a Bachelor of Arts from the University of New Mexico. She is former President of the Board of Directors and currently serves on the National Board of Advisors for Keshet Dance Company. Janet served as a volunteer Commissioner for the Albuquerque Housing Authority, Board of Housing Commissioners. She has been a Alexis de Tocqueville member of United Way of Central New Mexico for many years. In 2016, Janet was inducted into the UNM Anderson School of Management Hall of Fame.

Agenda

DAY 1, MONDAY, DECEMBER 12, 2022

I. Managing a High-Volume Tax Rep Practice: Letters, Forms and Checklists – Eric L. Green | 12:00pm – 1:30pm

  1. The Process
  2. Training Your Staff
  3. Onboarding
  4. Checklists
  5. Tracking
  6. Resolution
  7. Creating the Annuity

Break | 1:30pm – 1:45pm

II. Lead Generation in 2023 – Gaynor Mielke | 1:45pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. Simple Ideas that Pay Great – Roger Nemeth, and Catharine O’Connor | 4:00pm – 5:30pm

  1. Transcript Analysis
  2. Streamlined IAs
  3. FTA
  4. Closing and Tracking / Monitoring (i.e.. The Annuity)

IV. How to Represent a Client in a CDP Hearing – Catharine O’Connor | 5:30pm – 6:30pm

Break | 6:30pm – 6:45pm

V. The Client Cannot Get into Compliance, Now What? Strategies for Client’s That Don’t Have their Sh*t Together – Eric L. Green | 6:45pm – 8:00pm

 

DAY 2, TUESDAY, DECEMBER 13, 2022

I. War Stories with Bill Nemeth, Catharine O’Connor, etc. | 12:00pm – 1:30pm

Break | 1:30pm – 1:45pm

II. Penalties and Penalty Abatement: A Step-by-Step Approach – Eric L. Green and Roger Nemeth | 1:45pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. Tony & Marie Part I: The IRS Special Agents Cometh | 4:00pm – 5:00pm

Break | 5:00pm – 5:15pm

IV. Tony & Marie Part II: Resolving the Nightmare | 5:15pm – 8:00pm

 

DAY 3, WEDNESDAY, DECEMBER 14, 2022

I. Selecting Which Resolution Strategy – Eric L. Green | 12:00pm – 1:15pm

Break | 1:15pm – 1:30pm

II. Correspondence Exam Game Plan – Catharine O’Connor, Bill Nemeth | 1:30pm – 3:00pm

Lunch Break | 3:00pm – 4:00pm

III. What Records? Reconstructing What No Longer Exists (or Never Existed) | 4:00pm – 6:00pm

Break | 6:00pm – 6:15pm

IV. Ask the Wizards: Your Tax Rep Questions Answered | 6:15pm – 8:00pm