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Tax Rep Defender Odyssey:
Journey to IRS Representation Mastery
Tax Rep Defender Odyssey:
Journey to IRS Representation Mastery
Join Us for 3 Days of CPE to Increase Your Technical Knowledge and
Discover How To Transform Your Normal Business
Into A ‘Next-Level’ Tax Practice That Experiences Double-Digit Growth Year After Year And Allows You To Cut Your Work Time In Half!
Come attend the best LIVE CPE event you have been waiting for ALL tax season.
Join us in the sunshine and the beaches of Florida's Space Coast.
In 3 days, we will cover technical material for you to handle representation cases, but you will also learn marketing ideas to generate revenue that will allow you to hire people or utilize automation to give you the time for the things you enjoy most in life!
HURRY! TICKETS SELLING FAST!
What is Tax Rep Defender Odyssey (TDO)?
This is THE live Tax Resolution Academy® event you’ve been waiting for! This event is ALL about expanding your technical knowledge AND growing your tax representation practice.
Three days of fantastic training, specialized presentations, and great speakers to show you the EXACT steps to level up your tax representation practice to achieve the success you’ve always wanted.
Not only will there be a LOT of technical tax continuing education, but there will be one full day of marketing workshops that will leave you with tactics you can implement in your marketing when you get back to the office.
This is truly a unique opportunity to jump start YOUR success and get ready to start Tax Representation season 2024 off right.
Who Should Attend?
Licensed Tax Professionals
This event is for licensed tax professionals (EAs, CPAs, Attorneys) who want to earn more, learn more, and help the unwitting taxpayer.
There has never been a better (or more affordable) time to get off the sidelines and become a warrior for taxpayers who cannot help themselves. Hence the name Tax Rep Defender.
And, it has never been more important to be positioned for success as we navigate the uncertain pivot out of the pandemic (and as the IRS turns back on the collections notices).
Your Host
Dan Henn, CPA, CTR™
Speaker/Author/Coach
Co-Founder Tax Resolution Academy®
Dan Henn is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida”, “41 Dangerous IRS Tax Red Flags” and most recently "Hidden Profits In Your Tax Practice" which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years.
Dan is the founder of Daniel Henn, CPA, PA and co-founder of the Tax Resolution Academy®. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night.
Throughout the span of three decades, Dan has gained extensive
hands-on expertise in taxation, IRS Representation (Collections and
Exam) and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.
Hear what others have to say!
Schedule of Events
We’ll kick off Tax Rep Defender Odyssey 2024 with some socializing and cocktails in the bar at the Residence Inn Pool Patio from 7-9 P.M. May 6th, but don’t stay out too late, because we’ll be opening the doors PROMPTLY at 7:30 a.m. to register the next morning. We will get started officially at 8am. We’ll dedicate an hour for lunch each day, and lunch will be provided. If you have any dietary restrictions, please let us know ASAP so we can plan accordingly. We’re planning on our last presentations closing out around 5 P.M. each day.
…And while the itinerary isn’t finalized, we’re going to cover a LOT of ground when it comes to making your tax practice far more profitable.
Not to worry if you can’t make the Monday night social, there will be plenty of time to chat with fellow attendees! This is totally optional, but a great chance to meet some of our speakers, introduce yourself to other attendees, and get ready for a GREAT event.
But remember, networking is sometimes where you hear some of the best ideas of what other tax pros are doing!
Dates:
May 7th to May 9th, 2024
Location:
Residence Inn Cape Canaveral/Cocoa Beach
8959 Astronaut Blvd
Cape Canaveral, FL 32920
Tuesday, May 7th, 2024
Tax Rep Technical Material
- 7:30-8:00: Registration
- 8:00-9:45: First Presentation
- 10:00-11:45: Second Presentation
- 11:45-1:00: Lunch (Provided)
- 1:00-2:45: Third Presentation
- 3:00-4:45: Fourth Presentation
-
6:00-9:00: Special Event (outdoor event)
Wednesday, May 8th, 2024
Tax Rep Technical Material
- 7:30: Doors Open
- 8:00-9:45: First Presentation
- 10:00-11:45: Second Presentation
- 11:45-1:00: Lunch
- 1:00-2:45: Third Presentation
- 3:00-4:30: Fourth Presentation
- 6:30-8:00: Special Session (indoor)
This schedule is subject to change. Questions please email support@taxresolutionacademy.com
Thursday, May 9th, 2024
Marketing Day
- 8:30: Doors Open
- 9:00-12:00: Marketing Workshop 1
- 12:00-1:15: Lunch
- 1:15-4:15: Marketing Workshop 2
- 4:15-4:30: Celebration
What We Will Cover!
Nonfilers
The IRS is hot after people who have not filed their tax returns. Especially if they have incomes over $400k. In this session, we will cover how to properly respond to the IRS in their inquiry for a tax return and help these people out of the pickle they have created for themselves.
Penalties
Penalties assessed by the IRS are a pain to taxpayers and not much fun for us tax professionals either. But if they are handled correctly, you can save your client a lot of money. Sometimes as much as 50% of their tax bill. Come learn the tips and tricks on the proper handling of a IRS penalty response.
Offer-in-Compromise - DATL
Ever have a prospect come to your office and tell you that they do not owe the tax the IRS says they owe. Yes, that is possible. It actually happens fairly often. We will discuss how this occurs and what you need to do to fix this to get a happy client.
Notices
Notices - the bane of our existence as tax professionals. There is a proper way to respond to notices. Learn some tips and tricks on how to get yourself heard by the IRS and be a true warrior for your clients.
Exam (aka Audit) Update
The IRS has been given a few billion dollars from Congress if you have not heard. They are making quick use of it before Congress takes it away. In the process, they are coming after various people with special situations. This class will help you prepare to help clients in these situations.
Appeals
The Independent Office of Appeals at the IRS is often one of the most misunderstood areas within the IRS. Most tax pros are scared of taking their client's case to these wonderful professionals who are usually the best the IRS has to offer.
Installment Agreements
Come unlock the secrets of IRS Installment Agreements! We will dive into eligibility, agreement types, and savvy application tactics. Get the tools to navigate the complexities of payment plans, negotiate favorable terms, and keep your clients confidently on track for success. Become the warrior that is eager to master the art of turning tax troubles into manageable solutions.
Marketing - Additional Revenue Streams
In this workshop session, we will discuss additional ways for you to make income in your tax practice. There are many ways that you can make additional income and some of them can be done passively, without your constant involvement. At the end of this session, we are confident you will leave with not only ideas, but an actual game plan for you to implement!
Marketing - Alternative Marketing Options
In this workshop session, we will review some of the almost 100+ ways you can market yourself and your business. BUT... we will focus most of our time on one particularly easy method that most tax professionals don't use. What is that? You have to be here to see, but I guarantee you will leave with materials that will help you take your practice to another level.
Speakers
Dan will be teaching the marketing workshop day as well as the OIC - Doubt as to Liability and Appeals sessions.
Dan Henn is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” "Hidden Profits in Your Tax Practice" and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years.
Dan is the founder of Daniel Henn, CPA, PA and co-founder of the Tax Resolution Academy®. In addition to saving on taxes, Dan strives to protect his valued clients from the IRS so they can sleep better at night.
Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business planning. Today, he serves as a Certified Public Accountant and Tax Advisor at Daniel Henn, CPA, PA. He is also a frequent trainer of other licensed tax professionals in the area of IRS Representation through the Tax Resolution Academy®.
Veronica has a formal education in Accounting, and has been an Enrolled Agent for over 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula CA, Salt Lake City UT, and Southern IDAHO. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution.
She is a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty.
Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code.
Veronica has a passion for tax law. She speaks regularly online and presents in person. Recently she presented to over 1300 tax professionals at a tax conference in Orlando, Florida.
Veronica will be teaching Installment Agreements and the Nonfilers sessions.
Since 1997, Stephen Venuti has been providing clients with the strategies to legally reduce their taxes and increase and retain their wealth. He is a CPA with a Masters in Taxation. His practice specializes in providing these strategies to Real Estate Entrepreneurs.
Steve is also the President of CESI. he decided to enter the specialized field of 1031 Exchanges. After evaluating several franchise type Exchange companies, he decided to purchase Al Aiello’s Exchange Company (National Exchange Services Inc.) This is important because 1031 Exchanges are truly a “dot your ‘I’, cross your ‘t’ strategy”. Our documentation is in total harmony with the IRS Safe-Harbor regulations.
Since 2015, Steve has found another way to help taxpayers keep more of what they earn by offering Tax Resolution Services directly to taxpayers. He has received quite a few referrals from Attorneys and Accountants who want a specialist to handle dealing with the IRS.
More speakers to be announced soon!
We Will Sell Out!
Each time I’ve run these events in the past they sell out.
That's not to brag, but to let you know that if you plan on attending Tax Rep Defender Odyssey 2024! then you need to act NOW. The venue is LIMITED to just 50 seats which is why we have a cap on how many tickets we can sell.
PLUS I like to keep it that way, so we can over-deliver for you and provide you a truly personalized ‘Mastermind like’ experience.
Once we sell out of our in-person tickets, then that's it... they're gone for good.
I would hate for that to happen to you... Especially knowing you could receive the single, greatest bit of information during the 2 incredible days we’ll be sending together.
When you purchase your ticket today, not only will your secure our, you can also feel safe knowing your spot for the event is secured.
Now's the time to act...
You know EXACTLY what to expect when you come to Tax Rep Defender Odyssey 2024 in Cape Canaveral.
My Money Back Guarantee
I guarantee you'll walk away with the tools and knowledge that you can use to add MORE customers MORE sales... and MORE profit this year.
If by 4pm on Day 1, you feel you haven't increased your knowledge or gotten at least one great idea to use in your practice that could make a huge positive impact, I'll Refund Your Investment, Every Penny, no questions asked.
If you're not happy, then I'm not happy, and I'll do whatever it takes to make it right.
Now, the likelihood of this happening is VERY low. But the reason why I can have such a strong guarantee is because I KNOW when you're in the room at any Tax Resolution Academy® event!
You can't help but be hit by one knowledge bomb after another...
All containing real ACTIONABLE advice you can apply so you business can experience the transformation you've been looking for.
Tax Rep Defender Odyssey 2024
Ticket Includes
- Access to 3 days of class sessions
- Networking Opportunities
- Guaranteed Seating at the Event
- Lunch included each day (Breakfast is included if you stay in the hotel)
- Special Dinner event at the end of Day 1
- 21 hours of continuing education (15 for EAs)
Can I Attend TDO 2024 Virtually?
This event is not about just watching passively.
It's about learning, connecting, collaborating, Masterminding and solving problems in your practice.
There’s nothing quite like meeting in-person and being around like-mind people.
You simply don’t get that over Zoom or any other virtual platform.
At Tax Rep Defender Odyssey 2024 you’ll be in small immersive environment for you to work ON your business, not in it!
Don't Let This Economy Slow You Down!
Instead… scale faster and get access to the information you need to positively thrive!
There's no question about it - the economy is on a lot of entrepreneurs minds right now, some are getting more worried by the day. You might have already started to see…
🧐 Stalled revenue
🧐 Decreasing profit margins
🧐 Increasing ad costs
🧐 Falling conversions
🧐 Lower engagement rates
🧐 Increased refunds
It's completely natural you might be feeling a little worried.
Although some business owners might be hurting right now…
Our members (in the Tax Resolution Academy® World) are CRUSHING It.
And we want share with you how! You’ll learn exactly at this event.
Instead of listening to those who are constantly worrying and spreading fear, why don't you take the time and LEARN from the people who are making it WORK right now?
That's the entire idea of this event.
We want you to come and…
🔥 Discover the best practices for your business…
🔥 Find new ideas you can implement right away…
🔥 Find new marketing ideas...
🔥 Ways to increase your bottom line profit...
🔥 Boost the 30, 60, and 90-day value of your customers...
🔥 Improve Client satisfaction...
🔥 Learn new technical ideas to help you with your tax representation cases...
We can do ALL of this during this economy - and each of my marketing sessions are designed specifically with that in mind.
So don't let this economy stop you.
I have no doubt this event can change your business and maybe even change your life forever!
So don’t dither, delay or procrastinate.
That’s for average low income people not growth minded entrepreneurs like you.
Frequently Asked Questions (FAQ)
When and Where is the Event?
The event is May 7th through May 9th, 2024 We will be at the Residence Inn Cape Canaveral/Cocoa Beach, 8959 Astronaut Blvd, Cape Canaveral, FL 32920
What time does the event start each day?
We will start day 1 and day 2 promptly at 8am. Day 3 will start at 9am. Each day will end a little differently. Day 1 will end at 5pm and Days 2 and 3 will end at 4:30pm.
Do you offer a Livestream option?
No, this is a 3-day LIVE immersive learning experience.
Can I bring a Business Partner, Spouse, or Employee?
Yes of course, you will just need to purchase a ticket for all people wanting to attend. Since continuing education credit is issued, each person will need a ticket.
How much do the tickets cost?
A single ticket to Tax Rep Defender Odyssey! is $997 for 3-days. However, if you purchase during our Super Early Bird period a ticket will only cost you $697 (30% discount).
Is this event available for continuing professional education (CPE)?
Yes, this event is eligible for up to 21.5 hours of CPE for CPAs and attorneys, but 15.5 hours for EAs. (Sorry the IRS does not allow us to give EAs credit for marketing material, even though it is just as important as the technical material).
Will Dan be available during breaks to answer questions?
Yes, Dan will be available to chat about your business during breaks and after the event, or if you have questions about any of the strategies presented at the event. Dan’s team will also be on hand to answer your questions as well.
How many people will be at the event?
The event will be an intimate gathering of no more than 50 people.
If I buy a ticket and can’t attend can I get a refund?
Unfortunately we cannot offer refunds for this event. If for some reason you can’t attend, you can use this as a credit towards a future Tax Resolution Academy® event. All event ticket sales are final.
What if I am new to IRS Representation, will this material be too advanced for me?
No, this material will not be too advanced for someone is new to IRS Representation. Although, it will help if you have an understanding of some of the basics of Collections and Exam Representation. Check out our EventBrite page (https://www.eventbrite.com/o/tax-resolution-academy-36730021893) to see when we are offering some of the Foundational level webinars to help you. If you are a member of the Tax Resolution Academy®, you can access these classes in our member portal.