Speaking Engagements

Presentation name	Conference	Date
Challenging The Underlying Tax Liability At A CDP Hearing	Taxpayers Defense Conference – Tax Freedom Institute – Tampa	2023
The Other Offers In Compromise	Super Conference – American Society of Tax Problem Solvers – Dallas	2023
Best Practices When The IRS Wants To Interview Your Client	Summer Conference – American Society of Tax Problem Solvers – Buffalo	2023
Unfiled Returns, Appeals, Offers in Compromise, Installment Agreements, Conflicts of Interest	Accelerator Boot Camp – American Society of Tax Problem Solvers – Myrtle Beach, Houston, Los Angeles	2023
Defending Taxpayers Means Helping Them Make The Right Decisions	Winter Conference – American Society of Tax Problem Solvers	2022
Negotiating With The IRS	Taxpayers Defense Conference – Tax Freedom Institute – Phoenix	2022
What Every Practitioner Must Know About Tax Court	Super Conference – American Society of Tax Problem Solvers – Orlando	2022
Decisions, Decisions – The Best Strategies For Solving IRS Problems	National Association of Tax Professionals – Florida Chapter	2022
Unfiled Returns, Appeals, Offers in Compromise, Installment Agreements, Innocent Spouse	Accelerator Boot Camp – American Society of Tax Problem Solvers – Orlando, Dallas, Phoenix	2022
Advanced Installment Agreements	Webinar – American Society of Tax Problem Solvers	2021
Secrets Of Tax Court	Webinar – American Society of Tax Problem Solvers	2021
Passport Certification And Revocation Procedures	Summer Conference – American Society of Tax Problem Solvers	2021
8 Mistakes That Tax Practitioners Make That Get Their Clients In Hot Water With The IRS	National Association of Tax Professionals – Florida Chapter	2021
Tips And Tricks – 20 Years Of Dealing With The IRS	ASTPS Super Conference – San Antonio	2021
ASTPS Advanced Academy	American Society of Tax Problem Solvers (ASTPS)	2021
ASTPS Boot Camp	American Society of Tax Problem Solvers (ASTPS) –	2021
Winning CDP and CAP Hearings in the Post Pandemic World	American Society of Tax Problem Solvers (ASTPS)	2020
Advanced Academy	American Society of Tax Problem Solvers (ASTPS)	2020
Tax Resolution Boot Camp	American Society of Tax Problem Solvers (ASTPS)	2020
8 Mistakes Tax Practitioners Make That Get Their Clients In Hot Water With The IRS	Florida Institute of Certified Public Accountants	2019
Advanced Academy	American Society of Tax Problem Solvers (ASTPS)	2019
Tax Resolution Boot Camp	American Society of Tax Problem Solvers (ASTPS)	2019
4 Cases Every Practitioner Should Understand	Webinar	2018
Passport Revocation Program	Taxpayer’s Defense Conference	2018
Installment Agreements	Taxpayer Representation Super Conference	2018
Tax Resolution Boot Camp	Baltimore, Atlanta, Las Vegas, Jacksonville, Newark	2018
IRS Appeals Mediation Programs	Webinar	2017
Installment Agreements	National Association of Tax Professionals National Conference	2017
IRS Problem Resolution – Decisions, Decisions	National Association of Tax Professionals National Conference	2017
Overview of IRS Problem Resolution	Florida Society of Enrolled Agents – SW Florida Chapter	2017
Decisions, Decisions – IRS Problem Resolution	Florida Society of Enrolled Agents – Broward Chapter	2017
Winning IRS Audits	Florida Institute of Certified Public Accountants – South Dade Chapter	2017
Decisions, Decisions – IRS Problem Resolution	Florida Institute of Certified Public Accountants – South Dade Chapter	2017
Overview of IRS Problem Resolution	Florida Institute of Certified Public Accountants – Miami-Dade Chapter	2017
Overview of IRS Problem Resolution	Florida Institute of Certified Public Accountants – Atlantic Chapter	2017
Tax Resolution Boot Camp	American Society of Tax Problem Solvers, Los Angeles, Baltimore, San Antonio, Orlando	2017

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