Tax Resolution Workshop: Agenda & Handouts

Los Angeles Agenda

Please either pack a lunch for this event, or plan on grabbing something from hotel convenience store, because we’ll be making maximum use of our time.

0830-0900: Check-in
0900-0910: Intro: Why Tax Resolution?
0910-1000: Mechanics of Tax Resolution Case Work (1 EA CE unit) [download slides]
1000-1050: How To Attract New Tax Resolution Clients, Part 1 [download handout]
1050-1200: Authority Positioning In Your Local Market (Dan Henn, CPA)
1200-1215: Get lunch, return to meeting room (or pack your lunch)
1220-1310: Determining Client Options: Tax Resolution Pathways (1 EA CE unit) [download slides]
1310-1400: How To Attract New Tax Resolution Clients, Part 2 [download handout]
1400-1500: Case reviews, marketing hot seats, and Q&A


Crowne Plaza LAX
5985 W Century Blvd
Los Angeles, CA 90045

If you’re flying in to LAX, the hotel has a complimentary shuttle to the hotel.