{"title":"Shop \u0026 Browse All Masterclasses","description":"","products":[{"product_id":"pricing-transitioning-from-compliance-to-relationship-pricing","title":"Pricing: Transitioning from Compliance to Relationship Pricing","description":"\u003cp\u003e\u003cstrong\u003eThis special VIDEO workshop will include the following:\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eSick of hammering out 1040s for clients that don’t listen and don’t seem to care?  It’s time to elevate yourself and your practice and get paid what you are worth!\u003c\/p\u003e\n\u003cp\u003eDawn Brolin (Powerful Accounting and your Designated Motivator) walks you through how she took control of her practice, shed most of her clients and doubled her income.  Dawn will review step-by-step how she engineered the practice of her dreams from the nightmare she had been grinding away in.  During the workshop she will cover:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eThe Mental Approach – how to change the way you think about your business model.\u003c\/li\u003e\n\u003cli\u003eUnderstanding Client Needs and Value Proposition\u003c\/li\u003e\n\u003cli\u003eAnalyzing your client base – who to keep, who to fire\u003c\/li\u003e\n\u003cli\u003eService offerings as you build your package\u003c\/li\u003e\n\u003cli\u003ePricing Structure – the reverse engineering methodology\u003c\/li\u003e\n\u003cli\u003eCommunicating the value to your clients\u003c\/li\u003e\n\u003cli\u003eTransition Strategy\u003c\/li\u003e\n\u003cli\u003eOperational and Systems Alignment – get your tech stack together for service delivery\u003c\/li\u003e\n\u003cli\u003eClient Relationship Management – defining client communications, deadlines and delivery\u003c\/li\u003e\n\u003cli\u003eMonitoring \u0026amp; Iteration – continuously monitoring and utilizing client feedback to make adjustments\u003c\/li\u003e\n\u003cli\u003eMarketing \u0026amp; Promotion – Develop marketing strategies to promote the benefits to attract new clients\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDownload the workbook to take you through the process step-by-step, copied of dawns letters and checklist to use in your practice, and her special pricing guide for how she created subscription relationship pricing for these clients.\u003c\/p\u003e\n\u003cp\u003e\u003cimg alt=\"\" src=\"https:\/\/cdn.shopify.com\/s\/files\/1\/0721\/7306\/0315\/files\/DawnBrolin.png?v=1729111420\"\u003e\u003c\/p\u003e\n\u003ch4 data-fontsize=\"36\" data-lineheight=\"36px\" class=\"fusion-responsive-typography-calculated\"\u003e\u003cstrong\u003eDawn Brolin – Designated Motivator\u003c\/strong\u003e\u003c\/h4\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDawn Brolin, CPA, CFE, is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc.\u003c\/p\u003e\n\u003cp\u003eFor more than two decades, Dawn has been a well-known and respected educator and motivator for her clients, other accounting professionals and technology solution providers. She is known for innovative collaborations within the accounting profession including with her technology ecosystem partners which are included in her\u003ca href=\"https:\/\/www.dawnbrolin.com\/starting-line-up\/\"\u003e Team Brolin Starting Lineup\u003c\/a\u003e.\u003c\/p\u003e\n\u003cp\u003eDawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. 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In the first installment of this three-part masterclass series, Patrick will guide you through the foundational tax considerations that arise during and after a divorce. This session is tailored for individuals, tax professionals, and legal advisors seeking clarity on critical topics like choosing the correct tax filing status, understanding the impact of Qualified Domestic Relations Orders (QDROs) on retirement accounts, and managing back taxes effectively.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhat You'll Learn in Part One:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eHow to determine the appropriate tax filing status during and after divorce.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eEssential insights into QDROs and their role in dividing retirement accounts post-divorce.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eStep-by-step guidance on addressing back taxes in light of divorce agreements.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eAn introduction to the Collection Statute Expiration Date (CSED) and how it impacts tax liabilities during divorce proceedings.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003ePractical tips to avoid common tax pitfalls during divorce.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eSet yourself up for success by mastering these key concepts and building a solid foundation for managing divorce-related tax challenges.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cbr\u003e\u003c\/p\u003e","brand":"TG Publishing","offers":[{"title":"Default Title","offer_id":48890951794907,"sku":null,"price":149.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0721\/7306\/0315\/files\/PatrickWanzerMasterclass.jpg?v=1781860763"},{"product_id":"part-two-offers-in-compromise-installment-agreements-and-currently-not-collectible-status","title":"Part Two: Offers-in-Compromise, Installment Agreements, and Currently Not Collectible Status","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eElevate your expertise in managing the complex intersection of taxes and divorce with this advanced masterclass tailored for CPAs, EAs, and Tax Attorneys. Part 2 dives deeper into the practical strategies and tools needed to handle intricate tax-related matters in divorce cases. From navigating IRS regulations to resolving disputes, this session equips you with actionable insights to protect your clients’ financial interests and achieve favorable outcomes.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eWhat You’ll Learn:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eMaster the use of Offers-in-Compromise, Installment Agreements, and Currently Not Collectible status to address tax debt in divorce settlements.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eDevelop effective strategies to safeguard your clients’ financial well-being during divorce negotiations.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eGain a comprehensive understanding of IRS regulations and how to resolve complex tax disputes that frequently arise in family law cases.\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis masterclass is your opportunity to enhance your skills and provide unparalleled value to your clients in the challenging realm of taxes and divorce.\u003c\/span\u003e\u003c\/p\u003e","brand":"TG Publishing","offers":[{"title":"Default Title","offer_id":48890952450267,"sku":null,"price":149.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0721\/7306\/0315\/files\/PatrickWanzerMasterclass_b809bdc1-30f0-4b1b-aa96-c4a35bd86a3f.jpg?v=1781861027"},{"product_id":"part-three-innocent-spouse-injured-spouse-penalty-abatements-liens-and-reasonable-compensation","title":"Part Three: Innocent Spouse, Injured Spouse, Penalty Abatements, Liens, and Reasonable Compensation","description":"\u003cp dir=\"ltr\"\u003e\u003cspan\u003eIn this session financial and legal professionals will learn the tools to handle complex tax debts during a marital split. When settlements involve IRS liabilities or business valuations, you need specialized strategies to protect your clients and secure fair outcomes.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eThis focused session walks you through practical applications to resolve high-stakes tax issues, helping you master:\u003c\/span\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eSecuring Innocent Spouse and Injured Spouse relief to shield clients from unfair tax burdens\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eNegotiating Penalty Abatements to reduce outstanding tax debt\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eUsing Lien Subordination and Lien Discharge to protect real estate and property transfers\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cul\u003e\n\u003cli dir=\"ltr\"\u003e\n\u003cp dir=\"ltr\" role=\"presentation\"\u003e\u003cspan\u003eDetermining Reasonable Compensation for business owners during settlement negotiations\u003c\/span\u003e\u003c\/p\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp dir=\"ltr\"\u003e\u003cspan\u003eBy understanding these advanced concepts, you can prevent future tax surprises and negotiate stronger, more equitable agreements. Join this session to expand your expertise and navigate complex divorce cases with confidence.\u003c\/span\u003e\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e","brand":"TG Publishing","offers":[{"title":"Default Title","offer_id":48890953040091,"sku":null,"price":149.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0721\/7306\/0315\/files\/PatrickWanzerMasterclass_c244318d-d6a2-4ae2-9ad1-63eeb351e2f7.jpg?v=1781861155"},{"product_id":"masterclass-untying-the-knot-taxes-and-divorce","title":"Masterclass: Untying the Knot - Taxes and Divorce","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003eUntying the Knot: Taxes and Divorce\" is a comprehensive three-part masterclass series designed to equip tax, legal, and financial professionals with the specialized knowledge needed to navigate the complex intersection of divorce and taxation. This series provides a strategic roadmap, from establishing fundamental tax understandings to applying advanced resolution techniques, to help practitioners protect their clients' financial interests and negotiate equitable settlements.\u003c\/p\u003e","brand":"TG Publishing","offers":[{"title":"Default Title","offer_id":48890966638811,"sku":null,"price":399.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0721\/7306\/0315\/files\/PatrickWanzerMasterclass_f5de6bfd-ad04-4b72-9778-0d6aa24b116b.jpg?v=1781862530"}],"url":"https:\/\/tgpublish.com\/collections\/shop-browse-all-masterclasses.oembed?page=2","provider":"TG Publishing","version":"1.0","type":"link"}