The Civil and Criminal Tax Consequences of a ‘Complicated’ Relationship
8 cpe credits
Tony and Marie own a very successful restaurant. Unbeknownst to Marie, Tony was carrying on an affair with their bookkeeper, Tina. In 2019 Tony found a new girlfriend, breaking up with Tina. In the midst of the heated breakup, Tony ultimately fires Tina, grabbing the stuff from her desk and tossing it out the back door of the restaurant, all over the parking lot. Tina goes home furious and., after mulling it over for a few days, picks up the phone and makes a fateful call…
Join us for this very special full-day workshop where Tax Attorney and National Speaker Eric Green will walk you through an actual client case that started as a criminal tax investigation, turned into a civil audit, divorce, innocent spouse battle and Offer-in-Compromise.
This special workshop will include the following:
- A review IRS criminal and civil investigation procedures
- Taking the exam to Appeals and United States Tax Court
A breakdown of an actual innocent spouse case from start to finish - An in-depth analysis of IRS Collection and the Offer-in-Compromise program
- How Reasonable Collection Potential is calculated by the IRS,
- Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently
- How to charge for these services and create a whole new revenue stream
The workshop will include all the forms, checklists and documents that tie into our case study. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.