Do you have IRS collection problems? Are you looking for an inexpensive remedy guaranteed to help you solve your problem? Then you need to attend Dan Pilla's Taxpayers' Defense Conference
Tax Freedom Institute, Inc.
An Association of Tax Professionals in Defense of Taxpayers' Rights
and
Dan Pilla

Invite You to....
Dan Pilla's Annual Taxpayers' Defense Conference
2010 marks our 15th Taxpayers defense Conference! Normally held in Las Vegas, we have decided to celebrate our fifteenth year by having the conference take place during a four day Western Caribbean cruise. We will have two days at sea where we will hold the conference from 9-5. This year we will have the option of having dinners as a group and additional social times.
DETAILS
There are two costs associated with the 2010 Taxpayers Defense Conference, the cost of the cruise and the cost of the Taxpayer's Defense Conference. Each must be registered separately.
If they wish, spouses can join you in the conference lectures for $149.
NOTE: This is only for the lectures itself- they will be welcome with you at our dinners and social activities at no additional cost over the cruise fee itself. But they need to be part of our booking through Craig at Surecruise.
Cruise: The cost of the cruise will start at less than $400 per person (inside room double occupancy).
Many options will be available including a variety of cabins, help finding a roommate, and adding a 3rd and 4th in a room at a much reduced price. To be part of our group, you will need to book the cruise through Craig at SureCruise.
Craig Satterfield
Direct Phone +1 603-505-8336, or 877-346-3433 ext 8336
Surecruise will guarantee that you get the best rate on whatever cabin you decide on - the rates we have negotiated with the cruise line are as good or better than the cruise lines site. You also get additional perks such as special social time and dining time with our group, but only if you book through Surecruise. This will need to be done ASAP to get the lowest guaranteed rates and guarantee you and those traveling with you a spot. Surecruise will require a $100 per person deposit fully refundable until Sept 2010 when the full amount will be due. Remember this price will include your meals, lodging and entertainment- really not a bad deal when you add it all up! (Craig can also help you with all your travel plans for the trip.)
The 2009 Taxpayers’ Defense Conference Featured:
How the IRS's Plans for Unprecedented Enforcement will Impact Taxpayers How to Handle Innocent Spouse Cases Protecting Taxpayers From Unlawful Collection Actions Defending Taxpayers From Investment Scam Losses Networking with Some of the Nation's Most Experienced Attorneys and accountants
We are still working on the details for the 2010 Defense Conference outline, please keep checking back here for the features of 2010.
The 2009 Conference is past but you can now order the 2009 CD set with outlines. Order Now! $149.00
2009 Presentations and Workshops -- Session by Session Outline
Session One: What the IRS Has in Store · What’s in store for taxpayers given our headlong rush into more debt? With the agency’s enforcement budget at an all time high and more agents on the way, learn what this means to taxpayers.
Session Two: The Effective Tax Administration OIC · Learn about an aspect of the Offer in Compromise program that is little understood and even less used. The Effective Tax Administration OIC is “Plan C” in the tax debt settlement process. This discussion will open your eyes to the creative use of taxpayers’ rights and remedies.
Session Three: How to Use a Partial Pay Installment Agreement · Not all installment agreements must pay the IRS in full. The Partial Pay Installment Agreement allows a person to make payments for a fixed period then be forgiven of the balance owed. This strategy can save strapped taxpayers thousands of dollars.
Session Four: Proving Investment Theft Losses · Losses due to investment scams are becoming more prevalent every day. But the IRS allows only capital loss treatment to a person’s investment loss, limiting the deduction to just $3,000 per year. When you can prove a theft loss, you get a current deduction. Dan explains the new rules that can save taxpayers a fortune when they need it most. Session Four: Proving Investment Theft Losses · Losses due to investment scams are becoming more prevalent every day. But the IRS allows only capital loss treatment to a person’s investment loss, limiting the deduction to just $3,000 per year. When you can prove a theft loss, you get a current deduction. Dan explains the new rules that can save taxpayers a fortune when they need it most.
Session Five: Innocent Spouse Relief · Recent Tax Court decisions have profoundly impacted how and when you can claim innocent spouse relief. This critical information is on the cutting-edge of IRS problem solving. This promises to be a very valuable session. Session Five: Innocent Spouse Relief · Recent Tax Court decisions have profoundly impacted how and when you can claim innocent spouse relief. This critical information is on the cutting-edge of IRS problem solving. This promises to be a very valuable session.
Session Six: Limited Liability Companies and “Check the Box” Rules. This session presents information critical to every small business and to every tax pro advising small businesses that operate as an LLC the so-called “check the box” rules have an important bearing on the IRS’s collection rights and your rights and protections.
Session Seven: How to Prove Gambling Losses · More people claim gambling losses now than ever before. But the IRS disallows the majority of gambling losses due to failure to meet the burden of proof. Dan has successfully litigated gambling loss cases and knows how to prove them. You’ll learn exactly what to do when for a gambling loss.
This seminar was certified for over eleven hours of CPE/CLE credits by the Supreme Court of Minnesota , Board of Continuing Legal Education
The 2008 Defense Conference is also available as a CD set with outlines. Order Now! $149.00
Save $50! Order both 2009 and 2008 sets for $248 Order Now! $248.00
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2008 Defense Conference Outline Presentations and Workshops -- Session by Session Outline
Session One: What the IRS Has in Store What is in store for American taxpayers under the leadership of recently appointed Commissioner Douglas Shulman? We examine the IRS’s new budget and Shulman’s promises to “balance” collection and taxpayer service. With the agency’s enforcement budget now at an all time high, learn what this will mean.
Session Two: Dealing with Nominee Liens Learn the details on how to handle a growing enforcement problem—nominee liens. Recent court decisions and IRS regulations have substantial impact on how to deal with this problem. This discussion will open your eyes to rights and remedies you might not know exist
Session Three: How to Prove Abuse Discretion in a CDP Appeal· Learn how to nail down the elusive concept of “abuse of discretion” in a CDP case. The burden is on you to establish this concept. This is a detailed study of the cases on the issue.
Session Four: Handling Employment Tax CDP Cases · An amendment to code section 6330 and new regulations have an important bearing on handling employment tax CDP cases. By understanding these new rules, you may be able to save your clients a fortune at a time when they need it most.
Session Five: Understanding the Mediation and Arbitration Procedures · Respected attorney and Consulting Member of the Tax Freedom Institute Steve Klitzner presents an important session on dealing with the IRS’s procedures for mediation and arbitration. This area is so new not even the IRS knows all the rules. This promises to be a very valuable session.
Session Six: Determining Reasonable Compensation · The IRS’s audit plans focus on flow-thru entities in general, and the question of “reasonable compensation” in particular. This session explores the rules requiring payment of compensation to corporate officers and employees and what this means to your small business clients.
Session Seven: Bankruptcy Law Update · Since the changes to the bankruptcy code, there have been substantial developments in the area of tax bankruptcy procedures. Paul R. Tom, Attorney at Law, Consulting Member of TFI and long-time bankruptcy practitioner will bring us up to date on these procedures.
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Miss the any of the previous Defense Conferences?
Order prior year CD sets (2006, 2007) for just $149 plus $10 shipping. Call 1 800 346-6829 to order!
Four Day Western Caribbean Cruise sailing out of Ft Lauderdale, visiting Cozumel, Mexico.
Ship: Navigator of the Seas, a Royal Caribbean ship
Dates: Leave Thursday Nov 11, 2010 returning Monday morning Nov 15 to Ft Lauderdale
The cruise will also feature a day off in Cozumel. For those thinking of bringing spouses and family, we are be working with a cruise planner to have some special activities for them while you attend the conference those two days at sea!
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