Day 1

9:00am – 10:40am

• IRS Transcripts Delivery and Analysis Customization and Automation
  • Customizable Transcripts Reports
  • Customizable Transcripts Alert
  • Notifications Dashboard
  • Transcripts Dashboard
  • Client Summary

10:40am - 11:00am Break

11:00am - 1:00pm

• Case Study 1: Offer in Compromise, Installment Agreement or Currently Not Collectible case?
• Collection Due Process and Equivalent Hearing: How To and Strategies
  • Software Demo: Form 12153

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• Addressing Federal Tax Liens, Wage Garnishments and Bank Levies in Tax Resolution cases
  • Software Demo: Forms 911

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• Assessment Statute of Limitations
• CSED Calculation Practice Quizzes
• Closing. Questions and Answers.

05:00pm End of Day 1

Day 2

9:00am – 10:40am

• Collection Information Statements for Businesses
  • Software Demo: Forms 433-B / 433-B (OIC)

10:40am - 11:00am Break

11:00am - 1:00pm

• AI Automation in Tax Resolution
• Zoom Integration
• Dropbox / OneDrive / Google Drive Synchronization
• Incoming Emails Setup

1:00pm - 2:00pm Lunch

2:00pm - 3:40pm

• Case Study 2: Offer in Compromise for Trust Fund Recovery Penalties
• Offer in Compromise with Joint and Several Liability
  • Software Demo: Creating multiple Forms 656

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• Case Study 3: Offer in Compromise with Joint and Several Liability
• Closing. Questions and Answers

05:00pm End of Day 2

Day 3

9:00am – 10:40am

• Offer in Compromise Appeal Process
  • Software Demo: Form 13711
• Case Study 4: Offer in Compromise with a Non-Liable Spouse

10:40am - 11:00am Break

11:00am - 1:00pm

• Creating Tax Resolution Strategies
  • Software Demo: Scenario Simulator
• Bring Your Own Case
  • Exploring various strategies on your own challenging case (bring case details with you (1 case per attendee))

1:00pm - 2:00pm Lunch

2:00pm - 3:00pm

• Tax Resolution Marketing Strategies that Work!
presented by Tax Resolution Godfather himself, Michael Rozbruch, CPA, CTRS

3:00pm - 3:40pm

• PitBullTax Software Demo
  • To Do List
  • Calendar
  • Time tracking
  • Case Tracking
  • Billing
  • Activities
  • Logo Setup

3:40pm - 4:00pm Break

4:00pm - 5:00pm

• PitBullTax Software Demo
  • White labeling
  • Searchable Internal Revenue Manual
  • Expert Tips and Techniques
  • History Log
  • IRS Contacts List
  • Closing. Questions and Answers

  5:00pm End of Day 3