CPA & Accounting Firms | Summits | Seminars | Packages
Taxpayers Defense Conference 2026

Master the Art of IRS Representation & Tax Problem Resolution

Take your tax resolution expertise to the next level at the 2026 Taxpayers Defense Conference. Whether you're new to IRS representation or an experienced tax professional, this two-day conference provides practical strategies, real-world guidance, and proven techniques to help you confidently represent taxpayers before the IRS.

With the theme "Avoiding Common Practitioner Errors," you'll learn how to handle IRS audits, collections, and tax controversy cases while avoiding common mistakes. Industry experts will share practical insights that you can apply immediately in your practice.

Designed for CPAs, Enrolled Agents (EAs), Tax Attorneys, Tax Preparers, and Tax Resolution Professionals, this conference is ideal for anyone looking to strengthen their skills, expand tax controversy services, and achieve better outcomes for their clients.

What You'll Learn

  • IRS audit representation strategies
  • Collection case resolution techniques
  • Tax Court preparation fundamentals
  • Appeals process best practices
  • Penalty abatement methods
  • Installment Agreements
  • Offers in Compromise
  • Collection Due Process procedures
  • Client communication strategies
  • Documentation and compliance requirements
  • Common practitioner mistakes—and how to avoid them
  • Ethical responsibilities in tax representation

Why Attend?

This conference is designed to deliver practical, experience-driven education—not just theory.

Benefits include:

  • Industry-leading expert instruction
  • Real-world case studies
  • Practical IRS representation techniques
  • Live Q&A sessions
  • Professional networking opportunities
  • Actionable tools and resources
  • Conference materials provided to attendees
  • Continuing Education Credits (where applicable)

Who Should Attend?

  • CPAs
  • Enrolled Agents (EAs)
  • Tax Attorneys
  • Tax Preparers
  • Tax Resolution Specialists
  • Accounting Professionals
  • Financial Advisors
  • Bookkeepers expanding into tax services
  • Tax Professionals seeking advanced IRS representation skills
Taxpayers Defense Conference 2026 - Day 1
Oct 29, 2026 · 09:00 AM – 05:00 PM · ET 09:00 AM / CT 08:00 AM / PT 06:00 AM

IRS Representation, Problem Resolution & Practitioner Strategies

Day 1 focuses on practical IRS representation, collection resolution, and taxpayer advocacy. Learn the latest IRS enforcement priorities, legislative updates, and proven strategies for handling tax controversy cases while improving client outcomes.

Sessions

Session 1 – The IRS Reset

Understand current IRS operations, enforcement priorities, taxpayer assistance initiatives, legislative updates, and best practices for representing taxpayers.

Session 2 – Holistic Problem Resolution

Develop effective resolution strategies using Collection Due Process (CDP), Offers in Compromise (OIC), Collection Statute Expiration Date (CSED), and comprehensive case evaluation techniques.

Session 3 – Freedom of Information Act (FOIA)

Learn how to obtain IRS records through FOIA to strengthen case preparation and improve representation.

Session 4 – Court Authority for Practitioners

Review key Tax Court decisions, IRS authority, Collection Due Process rulings, and important filing deadlines.

Session 5 – Challenging Penalty Assessments

Identify improper penalty assessments, understand IRS procedures, and apply practical strategies to reduce taxpayer liability.

Lunch Break: 12:00 PM – 1:00 PM

Live Q&A & Panel Discussion

Wrap up the day with expert discussions, practical case studies, and answers to attendee questions.

Taxpayers Defense Conference 2026 - Day 2
Oct 30, 2026 · 09:00 AM – 05:00 PM · ET 09:00 AM / CT 08:00 AM / PT 06:00 AM

Tax Court Practice, Ethics & Client Confidentiality

Day 2 covers Tax Court procedures, litigation readiness, ethics, and taxpayer confidentiality. Gain practical knowledge to confidently navigate Tax Court and meet professional compliance requirements.

Sessions

Session 7 – Notice of Deficiency

Understand Notices of Deficiency, taxpayer appeal rights, filing deadlines, and IRS administrative procedures.

Session 8 – Understanding the U.S. Tax Court

Learn Tax Court jurisdiction, procedures, representation requirements, and when legal counsel is appropriate.

Session 9 – Role of Non-Attorneys

Explore how tax professionals support litigation through financial analysis, negotiations, and case preparation.

Session 10 – Tax Court Practice: A Primer

Build a foundation in Tax Court procedures, filing requirements, taxpayer rights, and litigation best practices.

Session 11 – Client Confidentiality Privilege (1 Ethics Credit)

Learn IRC Section 7525, practitioner responsibilities, and confidentiality protections for non-attorney tax professionals.

Session 12 – Confidentiality of Client Data

Review taxpayer privacy laws, data security requirements, and compliance best practices.

Session 13 – Case Studies & Discussion

Participate in expert-led discussions featuring real-world Tax Court and IRS representation scenarios.

Lunch Break: 12:00 PM – 1:00 PM

Closing Q&A

Conclude the conference with a live Q&A covering key takeaways, practical strategies, and attendee questions.

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?
  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Las Vegas, Nevada Embassy Suites Convention Center 3600 Paradise Road
Daniel J. Pilla
Daniel J. Pilla

Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the cou...