4th Annual Tax Rep Summit [4-Day Event] (Day 4)

Eric 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 | 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.

Catharine O’Connor, Esq. | Tax Mentor Group

Licensed to practice law in the state of Florida since 2012, Catharine practiced exclusively in Tax Controversy for one of the largest tax resolution companies in the country, rising to become the senior resolution attorney. Over 8 years of tax resolution experience with hundreds of millions in tax debt resolved for delinquent taxpayers. Thousands of hours logged in call time with IRS collections agents, Revenue Officers, Settlement Officers and Revenue Agents. Highly experienced in working with complex, high debt taxpayers, including businesses with payroll tax issues.

Jeffrey Sklarz, Esq. | Green & Sklarz LLC.

Jeff is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is on representing businesses and individuals with complex financial litigation needs including: bankruptcy/bankruptcy litigation, creditor/debtor litigation, tax litigation, pension and employee benefit litigation and commercial litigation. He regularly tries cases and appeals before Connecticut’s state and federal courts. Jeff has particular experience regarding the interplay between and among bankruptcy law, tax law and ERISA.

Jeff is a frequent lecturer for the American Bar Association Tax Section, the American Bankruptcy Institute, and many other organizations on taxation and bankruptcy issues, including the discharging of taxes and reorganizations through bankruptcy.

Jeff is a 2005 recipient of the Connecticut Law Tribune’s New Leaders of the Law Award (Overall Achievement, Fairfield County) and has been listed by New England Super Lawyer® as a Super Lawyer (Business Litigation) since 2010 (Rising Star 2010-2013), and was named a Fellow of the American Bar Association, Business Law Section (2011 – 2013). Jeff holds many positions with local and national bar organizations and is a frequent writer and lecturer on topics involving bankruptcy, tax litigation and commercial litigation. Current positions include: Chair of the Government Powers Sub-Committee of the American Bar Association, Business Law Section, Business Bankruptcy Committee and Education Director of the American Bankruptcy Institute, Bankruptcy Tax Committee.

Jeff received his B.A. in government from Colby College, his J.D. from the University of Connecticut, School of Law and his LL.M. (Taxation) from Boston University, Graduate Tax Program.

He is a member of the New Haven Jewish Community Center Board of Directors. In his spare time, Jeff enjoys playing with his kids and swimming, biking and running.

Dawn Brolin, CPA, CFE | Powerful Accounting, Inc Powered by Team Brolin

Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.

For more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals, and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her Team Brolin Starting Lineup.

Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She has also received many designations and recognitions throughout her career including the most recent “The 2023 Top Presenters Awards“ by CPAacademy.org as well as Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics” and one of Accounting Today’s “2018, 2019, 2020, 2021 and 2023 Top 100 Most Influential People in Accounting.”

As an in-demand thought leader, speaker, and the author of The Designated Motivator and The Designated Motivator for Accounting Professionals, Dawn believes that motivation and strategic planning is not a one-time event, it is a critical part of being able to achieve the success you want for yourself and your team.

Dawn has appeared on many top-rated news programs and is consistently recognized with awards of distinction in the accounting profession. She has delivered hundreds of webinars and keynote speeches and works with many technology solution providers to help them better understand how to create and market their solutions. She is also a Designated Motivator to her peers and the collegiate softball team she is the assistant coach of at Eastern Connecticut State University.

Dawn’s podcast, The DM Disruption podcast can be listened to on Apple, Spotify, as well as on the Podcast page.

Gaynor Meilke | Charisma Ink

Dedicated to helping CPAs, accounting firms, bookkeeping practices, financial services providers and the vendors who serve them achieve market ownership, grow their niches, and increase revenue.

As an experienced and innovative entrepreneur, business strategist, professional ghost writer, author, business and transformational coach, she leverages market forces, and organizational assets, to help executive leaders to create new opportunities and bottom-line results.

A quick conversation with her is the perfect place to gain clarity and a clear plan to launch a business, create a personal or commercial brand, and get the plan you need to win the clients and customers you want.

Leighanne Lafrenz Nickle, CPA | Lafrenz Nickle CPA, Inc.

Carlos Samaniego, EA | Tax Debt Consultants, LLC

Juan (Carlos) Samaniego is the Founder of Tax Debt Consultants, LLC. Carlos not only helps clients directly, but he also coaches and mentors other tax professionals around the country, including CPAs, EAs, and attorneys.
His commitment to sharing his knowledge and expertise has helped countless professionals build successful careers in the tax industry.

Carlos is a member of the National Association of Enrolled Agents and the American Society of Tax Problem Solvers. His dedication to helping clients from all walks of life has earned him the 2020 Tax Professional of the Year Award, and an animated short film was created to tell his story.

He was also presented with the EXPY award by the National Association of Experts, Writers, and Speakers.

Carlos Samaniego’s expertise doesn’t stop there. He’s been seen on major news networks such as NBC, CBS, ABC, and USA Today, where he’s shared his insights on tax matters. He’s also made appearances on radio stations and news stations across the country, providing valuable advice to listeners.

Carlos was recently a featured guest on Hollywood Live. The show, which was filmed in Beverly Hills, CA, by an Emmy Award-winning crew, included guests from around the country who shared their expertise and stories of their success. Carlos was recently selected to be featured in an upcoming documentary on Viewpoint hosted by Dennis Quaid, which will be broadcast across the country on PBS television. Carlos’s journey from tax trouble to becoming a sought-after tax expert is chronicled in his book, How to Make The IRS An Offer They Can’t Refuse. In this book, Carlos shares his personal experience and provides practical advice on how to avoid and overcome tax problems.

His soon-to-be-released book, The FTB Taxpayer Survival Guide: Navigating Tax Trouble in California with the Franchise Tax Board, offers practical advice and strategies for handling audits, appeals, and collection efforts with the FTB. Through his Tax Debt Consultant Podcast and YouTube channel, Carlos continues to share his expertise and provide valuable advice to listeners around the world. His impact on the tax industry is undeniable. The Tax Debt Consultant Podcast has been chosen as one of the Top 10 Small Business Tax Podcasts by Feedspot!

Carlos takes great pride in being a devoted husband to Elizabeth Samaniego,who holds the esteemed position of COO at Tax Debt Consultants. He is also a loving father to his two children, Bella Samaniego and Andrew Samaniego. Andrew has distinguished himself as a graduate of the prestigious United States Naval Academy and now serves his country as a Naval Officer.

Carlos also has a special place in his heart for his German Shepherd dog, Bruno, whom he adores. In addition to his love for his family and pets,

Carlos is passionate about rescuing animals and supporting animal rescue organizations.

Patrick Wanzer, EA | Edgewater CPA Group

Felecia Dixson, EA | Dixson and Associates LLC.

Rarely does one encounter an individual with such a diverse array of accomplishments: from performing for Disney’s at the opening ceremonies for the 10th Pan American Games, securing a singing contract with Sony in Nashville, orchestrating city-wide fireworks displays, to substantiating fish tales with photographic evidence—all while amassing accolades as an accountant, Enrolled Agent, Certified Tax Respresentation Consultant and Accredited Tax Advisor. For Felecia, however, mathematics stands as a primary passion she pursued ardently.

Her affinity for math blossomed during her junior year of high school, complementing her innate curiosity in dismantling and reassembling objects. “Mathematics is fascinating because it governs our world,” she asserts. “Algebraic principles are applied daily, necessitating the solving of equations to achieve desired outcomes.” Felecia’s professional contributions extend beyond her creative pursuits. She has held pivotal roles in several influential committees, including the IRS Advisory Council (IRSAC), the Special Enrollment Exam Advisory Council (SEEC), and the Taxpayers Advocacy Panel (TAP). Her commitment to improving the interface between IRS operations and taxpayer advocacy is ongoing. Her ongoing community service is evident through her service as Treasurer of the local Board for the Veterans Park Association Committee.

Day 1 – Tuesday, December 10

I. What you missed this year in 60 minutes | 1:00pm – 2:00pm

II. Innocent Spouse Part 1: Strategy and Handling the Client | 2:00pm – 3:00pm

Break | 3:00pm – 3:15pm

III. Innocent Spouse Part 2: Representing the intervening spouse | 3:15pm – 4:00pm

IV. Everything IRS Transcripts Have to Offer | 4:00pm – 5:00pm

Day 2 – Wednesday, December 11

I. Investigation and Onboarding of New Rep Clients | 9:00am – 10:00am

Break | 10:00am – 10:15am

II. Engagement Letters for Every Occasion! | 10:15am – 11:05am

III. Pricing Your Services | 11:05am – 12:00pm

Lunch | 12:00pm – 1:00pm

IV. Case Study Part 1: The New Client’s Work | 1:00pm – 2:00pm

V. Case Study Part 2: The Tax Man Cometh | 2:00pm – 3:00pm

Break | 3:00pm – 3:15pm

VI. Case Study Part 3: Resolving the Balance | 3:15pm – 5:00pm

Day 3 – Thursday, December 12

I. The Corporate Transparency Act: Where Are We Now | 9:00am – 10:30am

Break | 10:30am – 10:45am

II. Unconventional Advocacy: Utilizing TAS, Stakeholder Liaison, Congressional Constituent Services and the Media | 10:45am – 12:00pm

Lunch | 12:00pm – 1:00pm

III. Freedom of Information Act Requests | 1:00pm – 2:00pm

IV. Services That Create Additional Income | 2:00pm – 3:00pm

Break | 3:00pm – 3:15pm

V. How to Handle/Challenge a Summons or Subpoena | 3:15pm – 4:00pm

VI. Utilizing AI To Market and Generate Business | 4:00pm – 5:00pm

Day 4 – Friday, December 13

I. Nominees, Alter-Egos, Fraudulent Conveyances and Quiet Title Actions | 9:00am – 10:30am

Break | 10:30am – 10:45am

II. Strategies when the Client’s Expenses Exceed the Allowable Standards | 10:45am – 12:00pm