June 6, 2017 - Registration begins at 1:00 PM.

2:00 - 5:50 PM (Wine and Cheese Reception from 6:00 to 7:30)

Representation Bootcamp:

Overview of Installment Agreements (Patti Logan, EA, and Jackie Rollins, EA) - The majority of collection cases are resolved with an installment agreement so we will focus on which agreement to chose and why.  Patti will discuss the various types of installment agreements and then ​Jackie will work a collection case explaining why they chose their particular resolution.  Unfortunately, one of the most difficult issues when dealing with a collection case is the many types of resolutions.  Let Jackie, a former Revenue Officer, explain her choices.


Appeals Updates (Larry Jones, Gina Smith, Jeanette Ingram, Trenda Hackett and Patti Logan) - Appeals is planning on making some significant changes to their program.  Larry Jones, an attorney in private practice, and Gina Smith and Jeanette Ingram both from Dallas Appeals will present the changes and discuss how we can best navigate the Appeals process. 

Preparation Bootcamp:

​​Cost Segregation – Overview and Recent Updates (Eddie Price, CCSP ) -  This presentation will explain what cost segregation is, how taxpayers benefit from it, and how it has changed over the years.  It will identify tax issues that should be considered in conjunction with cost segregation studies.  It will introduce the potential impact of cost segregation on estate planning.  It will highlight the how the PATH Act of 2015 has affected cost segregation.  It will also discuss certain cost segregation opportunities related to the tangible property regulations and disposition regulations.

It Seems Like Everyone Wants to Try Direct Selling/MLM, What Do You Tell Them? (Joy Hudman)​ - You have a client who has decided to start a direct selling business.  What do you need to tell them about record keeping, inventory, etc. 

Rules of the Road (Josh Ungerman) - Tax practice is one of the most rewarding - if not the most rewarding- areas to practice. When everything is moving along smoothly, there is nothing like it.  But the roads are not always paved smoothly.  What does a tax practitioner do when there is a pothole in the road?  Hopefully you see it in advance and avoid it.  But in many cases, you will drive right into it.  After you hit the pothole, yo want as little damage as possible.  This presentation will focus on identifying those potholes and if you are in one, how to minimize the damage.  

Boots on the Ground (Jackie Rollins, Kayna Lopez, Mandi Matlock) - This panel will discuss problems and issues they encountered  as well has how to "prove up" items.  This will be a forum for other preparers to ask questions. 

June 7, 2017 - 8:00 AM - 5:05 PM (Registration begins at 7:00 AM)

Tax Update with Bruce McGovern​ - Bruce travels to many prestigious schools and highlights significant income tax developments that took place during the past year including legislative actions, administrative rulings and case law.

The Dangers of Intestacy - A discussion of state and federal law consequences of dying without a will or estate plan, including (1) the administrative and economic burden placed on family members when basic estate planning documents are not in place, and (2) a discussion of the benefits of an estate tax credit shelter trust even in an era of estate tax portability.

​​What Do I Do With a Summons - Bryan Camp, professor of law at Texas Tech University will discuss the requirements the IRS has before issuing a summons, the types of summons and what do we do if IRS summonses the tax professional or their client.  

Collection Update by IRS Territory Manager, Claude Watkins

Protect Your Clients; Protect Yourself - Tax Professional Data Theft and Protection - Increasingly, tax professionals are being targeted by identity thieves.  This presentation outlines steps tax professionals can take to protect client data and their businesses.  Evelyn Dyson Lee, IRS.

Reading The IRS Transcript - Patti Logan is on reading the IRS transcript.  She has used her expertise to help win cases for tax attorneys in the past.  There are "insider" transcripts available to us as power of attorneys that tell us a true history of the account. Patti will review some of the more frequently used transcripts and will show you how to read it, where to go to look up information and is also providing attendees her "Quick Reference Guide."  

How to Meet Your Refundable Credits Preparer Due Diligence - Lynne Morrison, IRS -  Each year the IRS renews its focus on return preparer due diligence requirements under the Earned Income Tax Credit.   Now we have due diligence requirements for various refundable credits.   In addition, each year the IRS reviews and updates the questions that a return preparer should ask their clients claiming the these credits and expands the documents that a prudent return preparer should maintain in his or her  file to satisfy the due diligence requirements under the Code and Treasury Regulations.  This topic will provide an overview and examples of what you should do when a client appears to be eligible for a refundable credit.​

​June 8, 2017 - (8:00 AM to 4:05 PM)

Taxpayer Advocate Service Processes and Updates (William Roberts) - The presentation will cover the Taxpayer Bill of Rights which explains the rights of a taxpayer when dealing with the IRS, how case processing works within Taxpayer Advocacy and the report of the National Taxpayer Advocate.

Trust Fund Recovery Penalty vs Criminal Charges under Section 7202 - For years we have represented our clients who owe payroll taxes which often included IRS assessing a trust fund recovery penalty.  If you have clients who owe payroll taxes or even if you prepare tax returns or payroll for business employers, this is a presentation you cannot miss.  When will IRS stay with a civil penalty assessment and when will they propose a criminal action against your client?  Do you know?  CAN you even know that a criminal case is in the works?  Will this effect how representatives handle a payroll client?  Gary will review these issues for us.

Tax Refund Issues - Bryan Camp will review the criteria for deciding if a tax refund is as viable alternative.  He will also cover the how, when and where of a refund.  

Ethics - Kyle Coleman* Circular 230 Update  - This topic will provide an overview and examples of frequent problem areas under Circular 230 for tax professionals representing clients with controversy issues before the IRS including IRS audits, collections and Appeals.  

Choosing Wisely: When to Use (or Not Use) Mediation to Obtain Cost-Effective Closure in Exam & Collection Cases (Maxine Aaronson) -  The IRS’s recent expansion of its mediation program means that more types of matters are now eligible for these tools. Which cases are best suited for mediation or Fast Track Settlement?  What are the factors to consider before making a recommendation to your client?  What is the optimal point in the process – exam, appeals, or docketed case – to use these techniques for maximum cost effectiveness?  Is the analysis different if the case originates from an exam or from a collection contact?  How do the available options differ and what does that mean for your client’s case?  

Mediation - IRS is going to be pushing mediation to resolve more and more issues.  Let Maxine Aaronson give you pointers on how to handle a mediation case.

*Qualifies as Ethics CPE for EAs

Tax Alliance Conference

Learning Objectives:  To further the attendees knowledge of Federal taxation and practice and procedures before the Internal Revenue Service.

​No prerequisites required.   Intermediate level education.


Please note that topics and schedules are subject to change.  Check back for new topics.