Event Agenda
DAY 1
Tuesday, June 17, 2025
7:00 AM – 8:00 AM
Registration & Breakfast
8:00 AM – 8:30 AM
Welcome & Speaker Introduction
8:30 AM – 9:25 AM
Power Moves: Using Form 2848, Power of Attorney Effectively (1 CE)
9:25 AM – 10:20 AM
The Playbook: IRS Representation Basics 101 (1 CE)
10:20 AM – 10:35 AM
Break
10:35 AM – 11:30 AM
Signed & Sealed: Smart Engagement Letters (1 CE)
11:30 AM – 12:25 PM
Behind the Codes: IRS Transcript Analysis (1 CE)
12:25 PM – 1:30 PM
LUNCH
1:30 PM – 3:20 PM
IRS Notices: Responding the Right Way (2 CE)
3:30 PM – 5:10 PM
IRS Payment Plans Decoded: SLIA, PPIA & CNC in Action (2 CE)
DAY 2
Wednesday, June 18, 2025
7:00 AM – 8:00 AM
Registration & Breakfast
8:00 AM – 9:40 AM
The Ultimate Reset: Offer in Compromise (2 CE)
9:40 AM – 10:30 AM
What to Expect: IRS Audit Procedures & Technique (1 CE)
10:30 AM – 10:45 AM
Break
10:45 AM – 12:25 AM
When Business Taxes Get Personal: Navigating Payroll Taxes & Trust Fund Recovery Penalty (2 CE)
12:30 PM – 1:30 PM
LUNCH
1:30 PM – 3:10 PM
Michigan Treasury Collections Division: Collections, Audits & Appeals (2 CE)
3:10 PM – 3:20 PM
Break
3:20 PM – 4:15 PM
The 90-Day Countdown: Notice of Deficiency
4:15 PM – 5:05 PM
CDP Matters: Making the Most of Collection Due Process (1 CE)
DAY 3
Thursday, June 19, 2025
7:00 AM – 8:00 AM
Registration & Breakfast
8:00 AM – 8:55 AM
IRS Collection Procedures: Tools, Timelines & Tactics (2 CE)
8:55 AM – 9:50 AM
Don't Settle for Less: The IRS Appeals Process (1 CE)
9:50 AM – 10:00 AM
Break
10:00 AM – 10:55 AM
Mitigating Federal Tax Liens (1 CE)
10:55 AM – 12:35 PM
Escalating an IRS Tax Matter (2 CE)
12:35 PM – 1:30 PM
LUNCH
1:30 PM – 2:25 PM
Contingent Fee Arrangements: What’s Allowed & What’s Not (1 CE)
2:25 PM – 3:20 PM
Preparer Penalties & Due Diligence: Stay Protected (1 CE)
3:20 PM – 3:35 PM
Break
3:35 PM – 4:30 PM
Ethics in Representation: Staying Aligned with Circular 230 (1 CE)