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Finding Tax Rep Clients & Resolving Their Tax Issues

FINDING TAX REP CLIENTS & RESOLVING THEIR TAX ISSUES

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

We love getting new representation clients—they are very lucrative cases.  But where do they come from and what do you do when the phone rings? How do you get paid? What information should you ask for, and what are your first five steps? Join us for this special program as Eric Green—the founder of Tax Rep Network, the New England IRS Representation Conference, and his own 22-person tax law firm Green & Sklarz  LLC—walks you through how to onboard these new clients properly to assure you can resolve their issues and make money doing it!

Learning Objectives:


  • Determine how to charge for representation services

  • Define the first five steps practitioners need to take to start resolving the client's tax issue

  • Identify mistakes most taxpayers make when they start interacting with the IRS

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Eric is a partner in Green & Sklarz LLC, a boutique tax firm with Connecticut and New York offices. The focus of Attorney Eric L. Green's practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service, and state Departments of Revenue Services. His practice also handles probate matters and estate planning for individuals and business owners, and tax planning for closely-held businesses. He is a frequent lecturer on tax topics for CCH, the NAEA, the NATP, the ABA Tax Section, and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He is the author of The Accountant's Guide to IRS Collection (available www.tgpublish.com), and he is a columnist for CCH's Journal of Practice & Procedure. He is also the founder of The New England IRS Representation Conference. Mr. Green is a contributing author for Advocating for Low-Income Taxpayers: A Clinical Studies Casebook, 3rd Edition, and has also been quoted in The Wall Street Journal, USA Today, Consumer Reports, The Wall Street Journal's Market Watch, TheStreet.com, and CreditCard.com. Before practicing law Attorney Green served as a senior tax consultant for KPMG and Deloitte & Touche. Attorney Green was the 2010 Nolan Fellow of the American Bar Association and has served as Chair of the American Bar Association's Closely Held Businesses Tax Committee. Attorney Green is the current Chair of the Executive Committee of the Connecticut Bar Association's Tax Section. Eric is a Fellow of the American College of Tax Counsel ("ACTC") and a Connecticut, Massachusetts, New York, and American Bar Association member. He is admitted to practice in Massachusetts, New York, and Connecticut Superior Courts, as well as the United States Tax Court, the Federal Court of Claims, and the Federal District Court for Connecticut. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honor graduate from New England School of Law. He earned a Masters of Laws in Taxation (LL.M.) from Boston University School of Law.


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About Our Presenter

Taxrepnetwork
The Tax Rep LLC is an online member-driven organization whose mission is to enhance all of its members IRS representation practices by sharing experiences, representation techniques and marketing strategies with each other.