Fast Start IRS Collections Bootcamp - Orlando, FL 2 days

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Overview

*** Save 15% on this event when you use the code SAVE15 at checkout ***

Tax Resolution Academy® seminars are the premier taxpayer representation events in the country. Since 2015, thousands of tax professionals have attended our tax resolution boot camps to maximize the practical knowledge that truly allows them to serve their clients and build better tax firms.

In this immersive program, you and all our attendees will take a "deep dive" into the core principles of resolving individual IRS liabilities, including a structured approach to representation work and the exam and collections strategies that will apply to over 90% of all representation cases you'll work!

We'll lay a solid foundation for representation as we cover case work processes for exam and collections matters.

We will also discuss marketing tactics as well as some practice management tools you can use to grow the representation side your tax practice and greatly improve your cash flow. After this seminar, you'll be able to apply the step-by-step methodology you learn here to most of the cases that you'll be called to work on.

So why join us for this seminar? IRS Representation is one of the most lucrative services you can offer as a tax professional. Right now, over 13 million taxpayers owe back tax liabilities to the federal government and many millions more receive notices with issue, and average case fees from these representation clients exceed $4,500+ per engagement. Imagine how this can supercharge YOUR success!

In order to earn CE/CPE credit for this webinar, attendees will be required to sign in and out on the attendance sheet at the door to the hotel ballroom. Attendance will be visually verified and monitored by Tax Pro Academy LLC staff during the entirety of the boot camp to ensure integrity of the CPE hours issued.

You will also learn the applicable tax law and IRM procedures for handling these types of cases.

Highlights

Monday, November 11th, 2025

0730-0800: Check-in
0800-0940: First, You Need Clients: Tax Resolution Client Attraction
0940-0950: Break
0950-1130: Quoting Fees & Closing Sales
1130-1230: Lunch Break
1230-1410: Client Intake, Case Work Mechanics, and Resolution Pathways
1410-1420: Break
1420-1630: Client Financial Analysis -- IRS Collections Financial Standards & Form 433-A

Tuesday, November 12th, 2025

0730-0800: Check-in
0800-0940: Client Financial Analysis Case Study & Discussion
0940-0950: Break
0950-1130: Installment Agreements & Currently Not Collectible Status
1130-1230: Lunch Break
1230-1410: RCP Calculations & Offers In Compromise
1410-1420: Break
1420-1630: Appeals - Your BFF at the IRS

Prerequisites

Attendees should have basic understanding of IRS assessment procedures.

Designed For

Objectives

Quoting Fees & Closing Sales

Define the steps involved in closing a sale.
Explain the differences between the integrated and the split sales model.
Apply best practices in quoting fees and closing sales.
Identify common violations of ethical standards and IRS & FTC regulations in the tax resolution sales process.

Mechanics of IRS Collections Case Work

Understand the overall process of IRS Collections case resolution.
Define the conditions necessary to obtain a case resolution.
Understand how to obtain and analyze IRS account information.
Determine resolution pathways based on financial condition of the taxpayer.

Collections Financial Standards for Individuals & 433-A

Understand the purpose and application of IRS Collection Financial Standards
Explain each individual expense category and how to apply them.
Understand the purpose of IRS Form 433-A & 433-F.
Complete the Form 433 Income & Expense Table (IET).

IRS Installment Agreements & Currently Not Collectible Status

Understand the pros and cons of an installment agreement.
Define the various types of installment agreements and their qualifications.
Understand the installment agreement process.
Define the requirements for pending IA status.
Define the requirements and processes for entering CNC.

RCP Calculations & Offers in Compromise

Understand the pros and cons of Offers in Compromise.
Understand the eligibility requirements and conditions of the OIC program.
Define the different types of Offers and their payment options.
Understand the role of RCP and how to calculate it.
Understand the OIC investigation process and taxpayer responsibilities following Offer acceptance.

Appeals - Your BFF at the IRS

Understand the role of Appeals within the IRS.
Apply the Collection Due Process Appeal to help your cleints.
Apply the Collection Appeals Program to help your clients.
Understand the options for TFRP and OIC Appeals.
Define Appeals outcomes.

Preparation

None

Notice

For more information feel free to call the FICPA Member Service Center at 800-342-3197.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Daniel Henn, Managing Member of the Tax Resolution Academy®, Daniel Henn, CPA, PA

Leader Bios

Daniel Henn, Managing Member of the Tax Resolution Academy®, Daniel Henn, CPA, PA

Dan Henn, CPA, CTR™ is a seasoned Tax Professional, CPA Coach, Entreprenuer, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” “Hidden Profits in Your Tax Practice: Four Easy Ways To Add Commas and Zeros To The Bottom Line” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning.

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