2nd Annual Midwest IRS Representation Conference
Presented by Liscio and Edgewater CPA Group
9.9 CLE / .8 E / 11 CPE - This program has concluded. Please join us next year.
The Midwest IRS Representation Conference brings together representatives from the government and expert private practitioners to compare perspectives on a broad range of topics involving federal and state tax audits, appeals, and tax resolution. Coverage encompasses the entire scope of representation work, from anticipating and planning for the examination of a return through resolution of all un-agreed issues. Enforcement is an essential part of our federal and state tax systems. The Midwest IRS Representation Conference is an opportunity to stay current as well as to exchange ideas and share practice tips, which can contribute to better functioning of the system. The conference is designed for tax professionals at all levels who prepare for, or handle audits, appeals or tax resolution, as well as those involved in planning and transactional work who could benefit from a better understanding of the implications of their work for taxpayers.
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
Agenda & Faculty:
Thursday, October 24, 2024
12:00 P.M. – 1:00 P.M. - Registration / Check In
1:00 P.M. – 1:10 P.M. - Welcome / Opening Remarks
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group
Edith Almonte – La Amiga Latin Services LLC
1:10 P.M. – 2:00 P.M. - Not All 433s are the Same
Eric Green, Esq. – Green & Sklarz, LLC
2:00 P.M. – 2:50 P.M. - Installment Agreements
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group
2:50 P.M. – 3:00 P.M. - Break
3:00 P.M. – 4:00 P.M. - IRS Case Study
Felecia Dixson, EA, CTRC
4:00 P.M. – 5:00 P.M. - Tax Resolution Horror Stories
Eric Green, Esq. – Green & Sklarz, LLC
Friday, October 25, 2024
8:15 A.M. – 9:00 A.M. - Registration / Check In
9:00 A.M. – 9:10 A.M. - Opening Remarks
Patrick H. Wanzer, CPA, CTRC – Edgewater CPA Group
9:10 A.M. – 10:00 A.M. - Ethics
James Bell, Esq – Partner at Hoover Hull Turner LLP
10:00 A.M. – 11:00 A.M. - State Tax Update
Indiana Department of Revenue
11:00 A.M. – 11:15 A.M. - Break
11:15 A.M. – 12:15 P.M. - Federal Field Audit Update
Internal Revenue Service
12:15 P.M. – 1:00 P.M. - Lunch
1:00 P.M. – 2:00 P.M. - Recreating Mileage Logs
Bill Nemeth, EA – Tax Audit Guardian, LLC
2:00 P.M. – 3:00 P.M. - Reasonable Compensation Analysis – RC Reports
Paul Hamann – RC Reports
Eric L. Green, Esq. – Green & Sklarz, LLC
3:00 P.M. – 3:15 P.M. - Break
3:15 P.M. – 4:15 P.M. - Reasonable Compensation Analysis – RC Reports (continued)
Paul Hamann – RC Reports
Eric L. Green, Esq. – Green & Sklarz, LLC
4:15 P.M. – 5:00 P.M. - TaxCure Marketing
Charlie Corsello – TaxCure
___________________________
2nd Annual Midwest IRS Representation Conference
Presented by Liscio and Edgewater CPA Group
9.9 CLE / .8 E / 11 CPE - This program has concluded. Please join us next year.
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Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is October 20, 2023.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
CPE Credits & Field of Study: Recommended 8 CE / CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
CLE Credits: The conference is approved for 9.9 REGULAR CLE and 0.8 ETHICS CLE hours.
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