Taxpayers Defense Conference Audio Sets

Taxpayers Defense Conference Audio set. Each set includes audio and outlines.
Audio available on USB drive as MP3s.
Please put year(s) ordering in the note area of checkout.

 

Sets Available

2026 Avoiding Common Practitioner Errors $199.00 (no credits)

• The IRS Reset
• The Holistic Approach to Problems Resolution
• The Freedom of Information Act
• The Practitioner's Toolbox of Court Authority
• Challenging the Approval of Penalty Assessments
• Understanding a Notice of Deficiency
• Understanding Tax Court
• The Role of Non- Attorneys in Tax Court Practice
• The Taxpayer Assistance Act
• The Client Confidentiality Privilege for Non- Attorneys
• Confidentiality of Client Data

2025 Dealing with the Office of Appeals $199.00 (no credits)

• The IRS In Transition
• Appeals Functions Generally
• Appeals CDP Retained Jurisdiction
• Artificial Intelligence: Research, Problems and Ethics
• The Taxpayer Assistance and Service Act
• Federal Lien Appeal Procedures
• Installment Agreement Appeals
• Understanding Qualified Settlement Offers
• Alternative Dispute Resolution
• Challenging Passport Revocations

2024  NOTICES NOTICES NOTICES        $199.00 (no credits)  

The Heart of Revitalized Enforcement

Correction Notices

Non-filer Notices

Examination Notices

Tax Court Notices

Collection Notices

Understanding and Avoiding Conflicts of Interest

Non-filer Voluntary Disclosure Program

ERC Voluntary Disclosure Program

Client Confidentiality Compliance

2023  OFFERS IN COMPROMISE & PENALTY RELIEF        $199.00 (no credits)  

• What to Expect from the Revitalized IRS
• Penalty Abatement Law and Procedures
• Recurring Issues in CDP Cases
• How to Challenge the Underlying Tax in CDP Cases
• Meeting the Burden of Proof in CDP Cases
• Recovering Fees and Costs of Litigation
• Figuring Reasonable Collection Potential in OIC Cases What to Expect from the Revitalized IRS

2022  Tax Refunds        $199.00 (no credits)  

• What to Expect from the Revitalized IRS
• Claim for Refund: Law and Procedures
• When the RSED Doesn’t Apply
• The 3-year Rule and “Financial Disability”
• Ethical Duties Relating to IRS Negotiations
• Evaluation and Critique of Role-playing Sessions
• “Realistic Possibility of Success on the Merits”
• Highlights of the Inflation Reduction Act and CHIPS Act
• Employee Retention Credit

2021  Business Tax Audits        $199.00 (no credits)  

• The Attack on Businesses
• The Attack on Income
• The Burden of Proof on Income
• The Attack on Expenses
• The Burden of Proof on Expenses
• The CP2000 and ASFR
• “Competency” of Counsel (Ethics)
• Ethical Billing Considerations (Ethics)

2020  Roadmap to Tax Resolution  $199.00 (no credits)  

• The Broken IRS
• Holistic Tax Resolution Strategy
• Emergency Measures to Stop Collection
• Appealing a Notice of Deficiency
• Understanding Tax Court
• Appealing a Notice of Determination
• Evaluation and Critique of Role-playing Sessions
• Tax Court Practices
• Understanding and Avoiding Conflicts of Interest
• Ascertaining “Reasonable Fees”

2019  Employment Tax Compliance  $199.00 (no credits)  

• The IRS at the Breaking Point
• Employment Tax Compliance Generally
• The Trust Fund Recovery Penalty
• The Voluntary Classification Settlement Program
• Understanding Alter Ego/Nominee Rules
• Evaluation and Critique of Role-playing Sessions
• Avoiding Civil and Criminal Practitioner Liability

 2018 Innocent Spouse Relief      $199.00 (no credits)  

• IRS’s Future State
• Section 199A of the Tax Cuts and Jobs Act
• Revocation of Passports
• The Innocent Spouse Relief Under §6015(b) and (c)
• Innocent Spouse Equitable Relief Under §6015(f)
• Evaluation and Critique of Role-playing Sessions
• Ethical Considerations for Entertainment Expenses

2017 Audit and Appeal Strategies    $199.00 (no credits)  

• IRS Attacks on Small Business
• Understanding Real Estate Professional Rules
• Reasonable Compensation for Corporate Officers
• Hobby Loss and Home Office Rules
• Employees vs. Independent Contractors
• Evaluation and Critique of Role-playing Sessions
• Avoiding Conflicts of Interest

2016 Installment Agreement Negotiations       $199.00 (no credits)  

• The IRS in Crisis
• Understanding IRS Transcripts
• How to Stabilize Collection
• How to Establish an Installment Payment
• The Partial Pay Installment Agreement
• Evaluation and Critique of Role-playing Sessions
• Ethical Considerations in Installment Agreement Appeals

2015 Offer in Compromise – Start to Finish   $199.00 (no credits)  

• The Offer in Compromise
• Figuring Reasonable Collection Potential
• How to Handle an OIC Hearing
• Evaluation and Critique of OIC Hearings
• Effective Tax Administration and Special Circumstances
• Dealing with Dissipated Assets
• “Not in the Government’s Best Interest”

2014 Collection Due Process: “Our Jewel”  $199.00 (no credits)  

• The IRS Strategic Plan
• The Collection Due Process Appeal
• Evaluation and Critique of CDP Hearings
• Proving Abuse of Discretion in CDP Appeals
• The CDP Judicial Appeal
• CDP Employment Tax Appeals