Field of Study: Taxes
NASBA Course Number: 149140
IRS Issued Program Number: EOESH-T-00001-22-O

HOSTED BY ANGIE TONEY, CPA/PFS, CTP

The Executive Touch

Representation & Strategy Workshop for Tax Professionals

Ashburn, Virginia | July 5-6 2022 | 9:30am - 4:30pm

Expand your services and deliver high-profile work, with efficiency, care, & effectiveness

What’s this workshop experience really about?

BONUS –

DELIVER IN EXCELLENCE CHALLENGE

Get challenged to create a new customer and close or fulfill on work you’re stuck on within two weeks of this live workshop. Together, we’ll create a success roadmap; you’ll report your results to the group.

Your 2 day event ticket is $647.

Early bird pricing ends on June 20

The Bottom Line?

You’ll actually walk away from this workshop with the know-how and step-by-step process to do all this. No hold backs. We’ll go through case studies and specifics, so you feel solid in your offerings and know the way forward. This immersive deep dive is a tax professionals’ experiential workshop and toolkit to delivering in excellence when it comes to representation and strategy.

PLUS – Here are the business-building tangibles you’ll walk away with -

To be clear—these tools and templates will never replace your brain. You’ll have these pieces…they’re cohesive, they’re easy to follow, and they give you The Executive Touch, again-and-again.

Simple Representation and Strategy Roadmap

A checklist to success…you can (and should) literally hang this in your office. It’s the exact steps to incorporate representation and strategy work into your practice, plus, it reveals how to transition representation work to a tax-strategy engagement.

Representation Case Studies and Solution Outline

This resource provides clear solutions and the steps needed to deliver on the most common and some of the more complex representation work (like offer-in-compromise, so you negotiate pennies on the dollar on your client’s behalf. This is the know-how you need).

Tax Plan Template

This 20+ page template is the presentation baseline you need to present a clear tax strategy to your clients. The guidebook ensures you’ve gone through the line of questioning and possibilities to get them the best savings, so they come back year after year.

FAQ

Angie Toney (CPA/PFS, CTP) – 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…

There are over 15 million in collections and another 7 million taxpayers out-of-compliance. There are literally not enough finance professionals to serve all of them. There’s more than enough work for everybody. Despite this, too often, finance professionals shy away from the deeply important and meaningful work of representation and strategy. Why? We make up that we don’t know how. We get imposter syndrome. We tell ourselves we don’t know how to sell….so we settle for the feast-or-famine rhythm of high-volume work around tax season.

None of this needs to be true for you.

The high-profile work, when done with heart, is fulfilling and profitable for all involved. You literally support people to create a harmonious financial future and de-stress. General counselors aren’t called “counselors” for nothing —whether you’re a JD or a bookkeeper, like a counselor, sometimes you’re serving your clients mental and emotional health—you provide the most valuable solution—peace-of-mind.

When it comes to providing the techniques and tactics to do the work, too often, trainings for finance professional leave out what I call the “now what.”

Once you have a representation client, you might ask yourself now what do I literally do next? Somehow, that part gets left off from trainings. This workshop is not only about the power of building legacy with representation and strategy work, it’s also about how to do the work in excellence, step-by-step, in a way where you cut through the noise and circumstance of the client, know the tactics, and get to the solution.

I’ve supported hundreds of professionals to perform their work in excellence by collaborating on cases and providing training. In this workshop, I find a way to deliver potent solutions in a way that I can serve a small group of people. A special thank you to Lynette who requested to embark on this journey as a participant and inspired the foundation of this workshop.

Just you, your brilliant brain, and beautiful heart.

Optional – bring work you’re stuck on, or an idea of that ideal prospect in your network that you’ve been hesitant to either close or invite to work with you.

Optional – bring your laptop.

At this time, there is no digital option; however, if there is a demand for it, then we will plan one.

  • 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 – Group Live
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits can granted based on a 50-minute hour.*** This is currently being formalized. We will keep registrants posted about this and update the page when we are approved.

Field of Study – Taxes

Learning Objectives

  • Understand how to expand your bookkeeping or tax filing company to include representation and strategy
  • 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 tax strategy template with your clients and move through an assessment
  • 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

SEE YOU ON JULY 5 & 6

I can’t wait to see and serve you!

Limited availability. Your 2 day event ticket is $647

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

Early bird pricing ends on June 20

REFUND POLICY
As this is an in person event and a live venue, no refunds are offered at this time, after you purchase. If there’s a true emergency, and it’s communicated prior to 48 hours before the event, then a 50% refund can be offered. Please notify the course instructor 48 hours before the course begins in the event of an emergency.

 

CANCELATION POLICY
Of course, we do not intend to cancel the event! In the rare event of cancellation, all participants will be reimbursed the fee for this event and internal employees will return to their typical duties on July 5 and July 6 2022. Standards Reference: Standard No. 12

 

COMPLAINT RESOLUTION

For more information regarding administrative policies such as complaints, please contact Deidre Grayson at 571-972-5777. CPE Standards Reference: Standard No. 12

Checkout

The Executive Touch 2 day event ticket: $647

Contact us

When a client sends us a text message, we promptly respond with a message that informs them about our communication policies and provides them with an option to opt-out. Consent is obtained at the beginning of a business relationship. SMS is only being used for contact with existing, active customers. This is the link the Oasis team uses that has an online presence to get implied consent: https://angelfinancial.services/

REFUND POLICY
If you select a pay-in-full option for any of the tiers above, you have a 60 day refund policy, no questions asked. Note: if you receive a refund, we cannot  issue a certificate for credits.

On the month-to-month plans, you can cancel any time, although there are no refunds available.

Rest-assured, we trust you’ll have a fun, informative, and positive experience in The Executive Touch.

COMPLAINT RESOLUTION
For more information regarding administrative policies such as complaints, please contact us at 571-972-5777. CPE Standards Reference: Standard No. 12