IRS Issued Program Number: EOESH-T-00001-22-O
HOSTED BY ANGIE TONEY, CPA/PFS, CTP
The Executive Touch in Paradise
A Jamaican retreat to rest, rejuvenate, and reach that next level of success
Dinner reception on July 5th! Three full days of workshop & fun. Check out on July 9th.
IN-PERSON AND ONLINE
ABOUT
WHAT IS EXECUTIVE TOUCH, JAMAICA?
A complete professional development experience with a side of personal vacation, the Executive Touch is your chance to kick-back, relax, and propel your business forward in the process.
WHY ATTEND?
You know why some of your best ideas happen while driving or in the shower? Because you’re relaxed…We believe the best business growth happens with the environment of other executive leaders, feeling the utmost peace in paradise, with the opportunity to work ON your business, rather than in it…
WHAT WILL I LEARN?
Learn how to expand your services and deliver representation and tax strategy with the Executive Touch— high-end but easy to deliver services that has them working with you year-round and year-after-year.
- Potentially earn up to 10 CE/CPE credits in paradise, like royalty.
- Build or enhance the REPRESENTATION side of your business.
- Learn to deliver future engagements with the Executive Touch.
- How to avoid the feast or famine of tax season and have profitable work year round.
- Kick imposter syndrome and GET REAL with other tax professionals that speak into how we’re seeing the market.
- Identify your blocks and how to break through them.
WHO IS IT FOR?
CPAs, JDs/attorneys, auditors, enrolled agents, tax professionals, and any finance professionals that are passionate about serving their clients and have over a year of experience.
THIS WORKSHOP IS FOR YOU
If you want to kick-off the best quarter of your business, network with like-minded finance professionals, and gain new prospects and new skills – all while having the time of your life.
DATE & LOCATION
In-Person
MONTEGO BAY, JAMAICA
Kick-back, relax, in an all-inclusive villa with beautiful pools and views. Enjoy local-known excursions like a luminous lagoon that glows when you touch it and see gorgeous water falls. Enjoy the Sangha beach with all the beach toys you want (paddle board, kayaks) or just soak up the sun. A day to celebrate life - Explore the town and enjoy local cuisine.
Dinner reception on July 5th! Three full days of workshop & fun. Check out on July 9th.
Virtual
ANYWHERE IN THE WORLD
Can’t come in person but want to soak up the vibes? Choose a virtual experience.
- Get the know-how and step-by-step process to build-out the REPRESENTATION part of your business and learn new tax strategies that bring value to your clients.
- Learn practical tools and tips to expand your client base and enhance your client experience (get ready for the referrals!).
- Feel solid in your offerings and know how to move forward with the evidence of case studies and specifics.
- Get the same content and credits as the in-person experience.
- Be among a community of professionals and have the opportunity to learn and grow together.
- Take the time to work ON rather than IN your business. Enjoy a retreat-like environment from the comfort of your home
YOUR HOST
Angie has been on all sides of the finance professional field: a tax strategist, accountant, corporate auditor, etc. Her network extends into former IRS professionals/tax auditors. With these experiences, she knows first-hand how to move through representation and strategy work from an investigatory perspective, while still maintaining heart-felt trust and care for clients. This puts Angie in a unique position to understand the opportunities and pitfalls when it comes to talking to the IRS and strategizing what a client’s best move is…
If you join live, you’re in for a special treat —originally from Jamaica, Angie will lead through a one-of-a-kind experience with the precision of someone who loves all those special touches that make an experience worth while and high-end.
FEATURED SPEAKERS
Jackie Meyer
CPA / Business Coach
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Timalyn Bowens
Enrolled Agent
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Antonio Glenn, Esq.
General Counsel / Corporate & Tax Attorney
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Tyrone J. Taylor
Enrolled Agent
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Bob Sampson
Director of Affiliate Marketing at PitBullTax Software
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FAQ
Name of course: Representation & Strategy for Tax Professionals!
Field of Study: Taxes
Type of Course: Self-Study Online
IRS Course Program Number: EOESH-T-00001-22-O
Total IRS CE Credits: 10
NASBA Number: 149140
Total NASBA Credits: 10
Representation and Strategy Workshop for Tax Professionals is presented. Expand your services and deliver high-profile work, with efficiency, care, and effectiveness, along with executive-level quality deliverables.
- CPAs
- JD / Attorney
- Auditors
- Enrolled agents
- Tax professionals that love to actually serve people.
In order to participate in this intermediate program students must show proof that they are active CPAs, JDs and EAs who have at least one-year related experience in tax preparation. No other advanced preparation is necessary. CPE Standards References: Standard Nos. 2 and 3
Yes! The recommended Credit 10 CEs for enrolled agents and 10 CPEs for CPAs.
CPE Standards Reference: Standard No. 2
Instructional Delivery Method – self-study
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits can be granted based on a 50-minute hour. Note: to receive CPE/CE credits, you must take the whole course and take the 5-question evaluation at the end to receive your certificate.
Total IRS CE Credits: 10
Total NASBA CPE Credits: 10
ANGIE TONEY – Instructor and Course Developer
BIO: Angie Toney, CPA, has been presenting on tax topics since 2014. She mentors other tax professionals in expanding their knowledge of various tax topics. Prior tax workshops have included the following:
- Tax Strategies for Renting vs Selling Your Home
- Extraordinary Tax Strategies for Ordinary Taxpayers
- COVID Crisis Care for Your Cash and Credit
- Show Me the Money: Understanding Taxes
Angie had this learning platform built where practitioners may subscribe to learn how to expand their practice with representation and planning services. She has recently become an authorized CE provider for the IRS and will soon become registered with NASBA to offer CPEs for CPAs.
- Understand how to expand your bookkeeping or tax filing company to include representation and strategy
- Implement concepts learned from other training courses on these topics by closing the gap between theory and practice
- Understand how to analyze a representation case to know what solution would be best with the IRS or state
- Understand how to execute an “offer-in-compromise”
- Understand how to file someone as Current Non Collectible status or enter into an Installment Agreement
- Receive and be able to deploy a clear process template with your clients and move through representation and strategy engagements efficiently.
- How to have a conversation to easily transition your representation work to a tax strategy engagement
- How to connect to new prospects and create follow-on sales
ANGEL FINANCIAL AND NASBA
Angel Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: nasbaregistry.org
Refund Policy, Complaint Resolution, & Cancellation Policy
Tax Disclaimer
The information contained herein is general in nature and based on authorities that are subject to change. These presentations do not, and are not intended to, provide legal, tax or accounting advice specific to anyone, and participants should consult their tax advisors concerning the application of tax laws to their particular situations.
Circular 230 Disclosure
This analysis is not tax advice and is not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer.