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2nd Annual Midwest IRS Representation Conference - 9.9 CLE / .8 E / 11 CPE - Oct. 24-25



Presented by Liscio and Edgewater CPA Group

9.9 CLE / .8 E / 11 CPE - Thursday & Friday, October 24 & 25

Live In-Person Seminar - Broadmoor Country Club, Indianapolis, IN

Live Webcast - from your home or office


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

___________________________


Presented by Liscio and Edgewater CPA Group

9.9 CLE / .8 E / 11 CPE - Thursday & Friday, October 24 & 25

Live In-Person Seminar - Broadmoor Country Club, Indianapolis, IN

Live Webcast - from your home or office


______________________________________


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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