Tax resolution is the practice of resolving one’s tax issues, be they related to business or personal matters at the federal, state, and local levels. Handling tax resolution matters properly is a meticulous process that requires a systematic approach. Peter Stephan of the Tax Resolution Institute, renowned Tax Resolution Specialist, and author of the “Ultimate Tax Resolution Guide”, will show us the proper steps in the handling of tax resolution cases and update us on the latest developments in offers in compromise.
Learn how to prepare a well-structured Letter of Engagement, Power of Attorney form, and retainer agreements.
Gain insight into effective techniques for handling an Offer in Compromise.
Understand the “Fresh Start Initiative of 2012”.
IRS Form 9465
OIC forms 656
Trust fund recovery
Income tax recover
Payroll tax recovery
Streamlined installment agreement
Level of Difficulty:
Field of Interest:
CPAs, financial planners, and other professional staff.
Registration opens at 11:30 am.
Fees: $16/member, $21/nonmember.
Add $5 for same day and at door registration.
Valet parking is $2.
Address: Beckham Grill Restaurant, 77 W Walnut St, Pasadena, CA 91103.