Tax Freedom Institute
Daniel J Pilla
2013 Taxpayers Defense Conference
October 28 & 29, 2013
Excalibur Hotel Casino - Las Vegas NV
Add these dates to your calender and check back here for registration information in mid June 2013
Taxpayers Defense Conferences
Each year since 1993, Tax Freedom Institute founder and Executive Director, Dan Pilla has presented the nation’s leading seminar for tax professionals, the Taxpayers Defense Conference. Designed specifically for tax pros in the business of helping taxpayers solve IRS audit, appeal and collection problems, Dan reveals the latest on exactly what to expect from the IRS and exactly how you can best help your clients weather the latest storm. To serve your clients in the best possible way, you need to know how to protect and defend your clients. That’s where the Taxpayers Defense Conference comes in.
Taxpayers Defense Conference Special Features
In addition to the cutting-edge topics that place and keep you ahead of the curve when it comes to defending your clients before the IRS, the Taxpayers Defense Conference also features:
- Live, interactive brain storming sessions with some of the nation’s most experienced Attorneys, CPAs and Enrolled Agents. Bring your problem cases to the Defense Conference and return to work with renewed ideas and energy.
- Up to 50 pages of written outline material that includes tax code sections, regulation, Internal Revenue Manual references, court decisions and other legal authority. This material is unique in its organization and invaluable as future reference material. You will not want to throw it away. In addition, you get our Master Index of all prior Defense Conference topics. All of our prior seminars are available for purchase on CDs.
- CPE/CLE credits for every conference, including ethics credits, on topics that are important to your practice and your clients. You’ll waste no time at the Taxpayers Defense Conference.
- Networking with Tax Freedom Institute members from around the nation, and personal interaction with Dan Pilla at the conference.
You Benefit from Dan’s Experience
As a Tax Litigation Consultant and author of eleven books, dozens of research reports, and hundreds of articles on IRS defense strategies, Dan has been on the cutting edge of taxpayers’ rights defense for over three decades. He was a consultant to the National Commission on Restructuring the IRS. His book, The IRS Problem Solver, was ranked by the Wall Street Journal as the number one tax book in America. Simply put, nobody has more experience in handling the IRS – and never has that experience been more important than in our current tax enforcement environment. The Associated Press said, “Pilla probably knows more about the IRS than the commissioner.”
Dan’s uses his unmatched skills in research, writing and teaching to present two days worth of live sessions on the latest laws, procedures and strategies that affect how you deal with the IRS in problems resolution cases. For years, the Taxpayers Defense Conference has been sought after by attorneys, CPAs, Enrolled Agents, tax preparers and others in the tax and financial world, precisely because there is simply no place else in America to get the kind of information that’s presented by Dan in the Taxpayers Defense Conference.
Don’t miss this opportunity to get the latest information for dealing with the IRS from the best IRS problem solver in the nation.
Next years conference is already being planned for October 28 & 29, 2013. Add the dates to your calender and bookmark this page for futher details on the 2013 Taxpayers Defense Conference!
Favorite Topics from Past Taxpayers Defense Conferences
Each year, Dan Pilla personally prepares the presentation topics for the Defense Conference. His topics always include the latest trends in IRS enforcement actions, court decisions, tax legislation and clients’ needs. Here is just a small sampling of some of our prior topics:
Miss any of the previous Taxpayers Defense Conferences?
Order prior year CD sets (2006-2012) for just $149 plus $10 shipping.
Call 1 800 346-6829 to order!
The 2012 Defense Conference took place in November of 2012
But you can still gain the valuable information presented by ordering the 2012 Defense Conference CD set. Below is a description of the sessions.
Topics for 2012 Taxpayers Defense Conference
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.
Get the 2012 CD set with outlines $149 plus shipping ...ORDER NOW!
Read What Others Say About These Seminars
The Taxpayers Defense Conference is so unique and powerful in its ability to help you help your clients, it’s no wonder that more than 97% of the tax pros who’ve attended our seminar in the past say they would come back again. And in fact, many tax pros have attended this conference for more than 15 years in a row. How many seminars can you say that about?
Here’s what some of our regular attendees say:
“If you can attend just one seminar this year, make it the Taxpayers Defense Conference. It’s the best tax controversy conference in the U.S. There’s nobody better than Dan Pilla.”
Tommy S. – Attorney
“This conference is cutting-edge taxpayer defense advice from the best in the country. There’s no better tax seminar on the planet. I’ve only missed one in the last 17 years. Don’t miss the opportunity to brainstorm with the best tax pros in the business.”
Paul T. – Attorney
“If you’ve not attended, you’re missing the best opportunity you have to network with the best in the country. As far as I’m concerned, it’s a must.”
Leo S. – CPA
“This event is a ‘must attend’ for even the most experienced tax practitioners. Dan has the inside track on the latest IRS policy and procedural changes. He’s a walking encyclopedia on IRS procedures. His written material is well-organized and provides an excellent resource for future reference.”
Don M. – Attorney
“I’ve attended your conferences for the last ten years. I’m always impressed with the quality of your presentation. I cannot get this information from any other source. I appreciate your tireless preparation each year.”
Judy J. – Enrolled Agent
“The Taxpayers Defense Conference exceeded my expectations as far as useful and informative information and outlines. The information will substantially assist me in my dealings with the IRS on behalf of my clients.”
Jim C. – Attorney
Make Your Plans Now to Attend the next Taxpayers Defense Conference
2013 Seminar Dates: Monday & Tuesday
October 28 & 29, 2013
The 2011 Conference CD set includes outlines and can be ordered now, below is a description of each session.
Taxpayers’ Defense Conference 2011
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.
“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 2011 CD set with outlines...ORDER NOW!
Our 2010 Conference on CD set with outlines is available. 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
2010 Defense Conference Outline Presentations and Workshops
-- Session by Session Outline
Session One: What the IRS Has in Store · 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: Handling the “Frivolous Submission” Penalty · Congress beefed up and expanded the penalty for a “frivolous submission” and is issuing more of these penalties every day. Learn how to effectively avoid and challenge this potentially costly penalty.
Session Three: How to Protect Independent Contractors · This section addresses the IRS’s growing attack on the use of independent contractors, and what you can do to protect yourself from it. We discuss the rules that make a valid independent contractor, drafting considerations for contractor agreements and how to challenge adverse independent contractor determinations.
Session Four: Protecting Against Tax Liens · Liens and levies are on the rise but Treasury auditors recently reported that the IRS does not follow the law when issuing tax liens. Learn how to protect yourself from tax liens, including lien appeal and lien withdrawal procedures, as well as arguments to remove liens.
Session Five: Understanding the “Economic Substance” Rules · Recent legislation and Tax Court decisions have profoundly impacted the so-called “economic substance” rules. These rules will impact every business transaction in America. Learn what these rules are and how to manage them. This promises to be a very valuable session.
Session Six: Fair Debt Collection Rules for Revenue Officers · The IRS has hit the streets in earnest to collect more money. We are already seeing a return to the heavy-handed tactics that led to the IRS Restructuring Act in the first place. Part of that act created Fair Debt Collections Practices revenue officers must follow. Learn what this means to your clients.
Session Seven: How to Prove Education Expenses · More people are going back to school to better their education. There are host of education credits and deductions in the tax code but you need to know how to prove them. Here you’ll learn exactly what to do with educational expenses to deduct.
You can still order the CDs! Order prior years CDs (2006-2012) for just $149 per year plus $10 shipping.
Call 1 800 346-6829 to order!