Tax Resolution & Representation
Series
Series Summary
These courses will help you move into or expand a profitable tax resolution and representation practice where fees are much higher than just doing tax returns or compliance work. It's not as hard as it might seem and you can get started and earn additional revenue as you are completing the series. Now is the time to transform your practice into something more profitable and enjoy life even more.
Tax Resolution & Representation Series Participants earn 6.0 CPE/CE credits
Course 1: Intro to Resolution & Representation - Top 10
A great class to begin or grow your understanding of the top options in IRS representation and what order to consider them in. Don't be surprised - some of the most common options you hear of are not as high in the Top 10 as you think. Will include time to discuss things you have experienced - questions encouraged and presenter will offer insights to your situation.
Tuesday, July 27, 2021
2pm EST
̶R̶e̶g̶u̶l̶a̶r̶ ̶P̶r̶i̶c̶e̶:̶ ̶$̶2̶4̶9̶ ̶
Course 2: How to Evaluate Offers In Compromise (OIC)
We will do a deep dive into the Offers In Compromise. We will also review the forms that go with an OIC. We'll review some common OIC scenarios and what you need to do to handle those situations. Will include time to discuss things you have experienced - questions encouraged and presenter will offer insights to your situation.
Tuesday, August 3, 2021
2pm EST
̶R̶e̶g̶u̶l̶a̶r̶ ̶P̶r̶i̶c̶e̶:̶ ̶$̶2̶4̶9̶ ̶
Course 3: How to Get Abatements of Tax Penalties & Fines
Penalties and Fines can be challenged. In this course we will teach you the various methods that can be used to request abatement. We will take a deep dive into the Internal Revenue Code (IRC) and the Internal Revenue Manual (IRM) to see how to craft these requests to achieve the highest chances of success. Sample letters will also be provided.
2pm EST
Knox Wimberly
Knox is an Enrolled Agent. He earned the privilege of representing taxpayers before the Internal Revenue Service passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards.
Knox is considered one of America's Tax Experts having taught practitioners all over the country.
Knox’s areas of expertise include the taxation of clergy, cryptocurrency, cannabis, foreign earned income, estates (especially on the 1041 fiduciary return), S corporations, and trusts. His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute.
In addition to his own practice, Knox most recently served as the Chief Tax Officer for Happy Tax (a national tax franchisor). He is also the Tax Director for cryptotaxprep.com, cryptotaxacademy.com, and cannabistaxacademy.com.
Knox currently serves as the CEO of Taxaroo (https://taxaroo.com).
Working Group Membership:
Legislative Implementation Working Group (CERCA, IRS, Department of Treasury)
Tax Working Group (Accounting Blockchain Coalition)
Vaughan Long, Enrolled Agent
The services I teach are especially critical in today’s world as the Internal Revenue Service and state taxing authorities become increasingly more aggressive each day in their tax collection tactics. Combine these federal and state aggressive collection tactics with the expressed goal of adding thousands of more tax collection agents to assist in tax collection, it can be a daunting challenge for unrepresented individuals and businesses to determine the best solutions for solving their issues and collection processes.
Specialties:
- IRS Tax Collection Installment Agreements and Offer In Compromise cases
- IRS Liens, Levies and Garnishments
- IRS appeals including innocent spouse support, employment tax and post audit cases
- Tax Examinations and Audits
- “Non-Filers” in completing and filing their missing years’ tax returns
"Thank you, Knox. The most interesting Ethics class I have taken. You have a real teaching gift."
- Eunice R.
"This has been a great course. I thank you for the time to put it together for us. Much appreciated"
- Lynn S.
Money Back Guarantee!
Additional Information:
IRS Program Number: RUSSH-T-00056-21-O
Field of Study: Federal Tax Law Topics / Tax
Prerequisites: Intermediate knowledge of income taxation in the United States.
Who Should Attend: CPAs, Enrolled Agents, Tax Preparers, Tax Attorneys
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based