Tax Freedom Institute and Daniel J Pilla

present the

 2013 Taxpayers Defense Conference

October 28 & 29, 2013
 Excalibur Hotel Casino - Las Vegas NV

 

Add these dates to your calendar and check back for more registration information!

 

 

Unfortunately the 2012 Defense Conference has already taken place...


However, you can still gain the valuable information presented by ordering the 2012 Defense Conference CD set!
See below for session outlines and how to order the CD set.

The Taxpayers Defense Conference

Daniel J Pilla, the nation's leading Tax Litigation Consultant, yearly puts on a Taxpayers Defense Conference.  As a Tax Litigation Consultant and author of eleven books on IRS defense strategies, Dan has been on the cutting edge of taxpayers’ rights defense for over three decades.

Every year, Daniel J. Pilla puts on a two day conference to discuss the latest in IRS problem solving ideas and strategies, as well as the lates rules and procedures for dealing with the IRS. Dan’s thorough, informative and easy-to-follow presentations are a must for any tax professional. Tax Professionals will find the information invaluable for them and their clients while they also earn continuing education credits.* This conference can also help individual citizens better understand their rights and find the best way to a solution to their particular tax problem.


  

Get the 2012 CD set with outlines...ORDER NOW!

 

The 2012 Conference CD set includes outlines and can be ordered now, below is a description of  each session.

Taxpayers’ Defense Conference 2012

Presentations and Workshops -- Session by Session Outline

Session One: IRS—The Face of National Health Care
Daniel J Pilla reviews the tax aspects of the Patient Protection and Affordable Care Act (PPACA) and in particular, how the IRS will interact with the public in enforcing the individual and business penalties under the Act.

Session Two: Understanding Penalties Under the PPACA Daniel J Pilla goes through a detailed examination of the penalties under the PPACA, including the exceptions and exemptions applicable to individuals and "small businesses." Pilla also talks about the appeals procedures involving the assessment of these penalties.

Session Three: Challenging the Assessment Process
Donald MacPherson, Attorney, discusses the statutory and case law regarding the IRS's assessment authority and procedures. He explains how to verify whether assessments by the IRS are properly supported by the appropriate administrative procedures required under the law. We also discuss important ethical considerations that arise when challenging an assessment.

Session Four: Prosecuting an Offer in Compromise In May 2012, the IRS made sweeping, significant changes to how to evaluates Offers in Compromise. Pilla reviews these changes and provides case examples of how they apply. We also evaluate essential ethical considerations in submitting and arguing Offers in Compromise to the IRS.

Session Five: Prosecuting a CAP Appeal
Steven Klitzner , Attorney, presents a discussion on when and how to use the IRS's Collection Appeal Program (CAP). This appeal is available in any collection situation, such as a wage or bank levy. We review the regulations and IRS guidance on utilizing the program.

Session Six: Determining the Priority of Federal Tax Liens
Daniel J Pilla examines the rules for determining whether a federal tax lien has priority over the claims of other creditors. This is important for determining a person's "reasonable collection potential" in Offer in Compromise cases. We also address the question in the context of fees paid to tax professionals.

Session Seven: Using the Freedom of Information Act
Daniel J Pilla discusses the procedures under the Freedom of Information Act and tax code section 6103 for obtaining access to internal IRS documents. We cover business and personal tax account information and records regarding frivolous submissions penalties and the Trust Fund Recovery Penalty. 

“This conference is cutting-edge taxpayer defense advice from the best in the country. Don’t miss it! It’s hot, on topic and you won’t fall asleep—guaranteed! Paul T. – Attorney 

Get the 2012 CD set with outlines...ORDER NOW!

Our 2011 Conference also comes as a CD set with outlines.  Order Now! $149.00

Prior year conference CDs or tapes may also be available, please contact us at 1-800-346-6829 for more info

2011 Defense Conference Outline Presentations and Workshops
-- Session by Session Outline

Session One: The IRS in Real Time · 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 New Lien Filing Rules · Liens and levies are on the rise despite IRS claims of helping citizens avoid liens. We review the new lien guidelines and explain arguments to remove liens under these rules. 

Session Three: Understanding Alter Ego/Nominee Issues · The IRS is getting more aggressive with third-party levies, attacking LLCs, trusts and other entities with alter ego and nominee claims. Learn the how to effectively deal with alter ego issues. 

Session Four: Mock Trial on Alter Ego Issues · We present a full scale mock legal argument on the alter ego issue. Based upon a set of hypothetic facts, two of our most experienced trial attorneys will argue the case. Mac MacPherson will play the role of a Justice Department attorney. Paul Tom will play the role of defense counsel. We’ll get a unique look at how these cases are presented.

Session Five: Appeals, Protest Letters and Form 872, ASED Waiver · We will review the procedures for executing audit appeals. A key element will be the impact of signing or not signing IRS Form 870, Waiver of Assessment Statute of Limitations. Confusion surrounds it because of IRS misstatements about the impact of not signing. 

Session Six: Dealing with Dissipated Assets in OIC Negotiations · One of the most common problems with negotiating Offers in Compromise is the IRS’s practice of increasing the OIC amount with a phantom calculation called “dissipated assets.” Dan goes through the case law and Internal Revenue Manual to show you exactly how to prevent this IRS tactic from standing in the way of making a deal. 

Session Seven: Recovering Fees and Costs · Most people don’t know that you can make the IRS pay your client’s fees and costs when you win. We analyze the statute and procedures for recovering fees and costs.

 

Miss the any of our previous conferences?

You can still order the tapes or CDs!
Order prior years CDs (2006-2011) for just $149 per year plus $10 shipping.

Call 1 800 346-6829 for more info and to order!

Miss any of the previous Defense Conferences?

Order prior year CD sets (2006-2011) for just $149 plus $10 shipping.

Call 1 800 346-6829 to order!

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