Date:                Monday, August 23, 2010

Time:                8:30 am - 4:30 pm

Place:                Radisson Hotel, 287 Iyannough Road, Hyannis, MA

Price:                Early Bird (until 8/10/010): $495.00 After 8/10/10: $595.00

CPE Credits:      There are 8 CPE Credits available

Agenda:

8:00 - 8:30      Registration, Continental Breakfast

8:30 - 9:30 IRS Examination: including current IRS priorities, the new NRP program, limiting the scope of the IRS exam, and procedures for appealing and filing in United States Tax Court

9:30 - 10:15 Tax Fraud: What happens when you have firm indications of fraud?  Eggshell Audits, the scope and limitations of the IRC § 7525 Accountant-Client Privilege and new federal sentencing issues in tax crime cases

10:15 - 10:25 Break

10:25 - 11:00 Tax Collection Process: An overview of the IRS Collection Division, the Collection Process and the IRS Statute of Limitations to collect tax balances.

11:00 - 12:00 IRS Liens and Levies: Defending against liens and levies, Collection Due process and Equivalent Hearings, Using the CAP process, obtaining releases of levies and having liens discharged and subordinated.

12:00 - 1:00 Lunch

1:00 - 2:00 Payroll Tax Liability and The Trust Fund Recovery Penalty: How the trust Fund Recovery Penalty under IRC § 6672 works, defending against its assessment, and minimizing or avoiding the liability and strategies for minimizing its impact on taxpayers.

2:00 - 2:30 The Financial Guidelines: A review of the financial guidelines, understanding how the allowable expenses work and how to use them to your client’s advantage.

2:30 - 2:40 Break

2:40 - 3:15 Installment Agreements: Learn the ins and outs of the 4 types of installment agreements, the advantages and disadvantages of each and how to modify them midstream.

3:15 - 4:00 Offers in Compromise: Learn why only 25% of filed Offers are ultimately accepted, get the inside scoop on how to determine who is an offer candidate and who is not, and discover how to file an offer that is accepted every time.

4:00 - 4:30 Case Studies

 

About the Speaker:

The focus of Attorney Eric L. Green’s practice is taxpayer representation before the IRS, Connecticut and Massachusetts Department of Revenue. He is a frequent lecturer on IRS Collection and Representation matters to accountants and attorneys, and has done numerous talks on collection matters to the American Bar Association’s Tax Section, the Connecticut Bar Association, groups of Certified Public Accountants and national payroll companies. Attorney Green is adjunct faculty at The University of Connecticut School of Law, teaching law students in the Low Income Taxpayer Clinic to handle tax collection matters. Mr. Green has been quoted in USA Today, CreditCard.com, Consumer Reports Financial News and has been published in The National Underwriter and Connecticut CPA Magazine. Attorney Green has also served as a tax expert on Connecticut News Channel 12’s finance program “In the Money”.

Mr. Green is a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook by Vandeplas Publishing, 3rd Edition and is Co-Authoring the American Bar Association’s Guide to the Trust Fund Recovery Penalty (Due out Fall of 2010).

Attorney Green is also a Certified Internal Auditor, and prior to practicing law, served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.

Attorney Green's commitment to professional excellence is demonstrated by his involvement in numerous professional organizations. He is a vice-chair of the American Bar Association’s Closely Held Businesses Tax Committee, and in the past has served as the chairman of the subcommittees on Business Succession Planning and Estate Planning. Attorney Green is a member of the Connecticut Bar Association’s Tax Section Executive Committee and is a Member of the Estate & Probate Section.

Attorney Green is admitted to practice in Connecticut and Massachusetts and is a member of the United States Tax Court Bar. Attorney Green is also a member of the Connecticut and Massachusetts Bar Associations, as well as the American Bar Association. 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.

CPE Credits Notification:

Certified Public Accountants:

We have adopted and complied with the Commonwealth of Massachusetts Board of Public Accountancy Rules and Regulations of Mandatory Professional Education for the Practice of Public Accountancy, and that the program is designed to qualify for 8 hours of CPE credit

Primary responsibility for documenting the requirements rests with you the registrant and evidence to support fulfillment of the requirements must be retained for a period of two years.  We will provide a written certificate of attendance at the end of the program indicating the date of attendance, the location and number of CPE contact hours.  It is suggested you maintain your course materials as well to support the qualification of the course topics.

Enrolled Agents:

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.

Tax Genius, LLC Sponsor Number: 790

 

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