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Navigating IRS Installment Agreements


  • EVENT DATE:

    May 14, 2025

  • PRESENTER(s): Charles K. Montecino

  • 01:00 PM ET| 12:00 PM CT| 10:00 AM PT| 120 Minutes

  • Product Code::TL255



Description


Navigating IRS Installment Agreements : 


Facing tax debt can feel overwhelming. Fortunately, the IRS offers installment agreements as a crucial tool to manage your tax obligations over time. This webinar will provide a comprehensive understanding of IRS installment agreements, equipping you with the knowledge and strategies needed to navigate the process successfully in 2025.

We'll delve into the eligibility requirements, application procedures, and key considerations for securing an installment agreement. Learn how to determine if an installment agreement is the right solution for your situation, understand the different types of agreements available, and avoid common pitfalls that could jeopardize your agreement.

Join us to gain clarity on this vital tax relief option and take control of your financial future.


Learning Objectives :-

  • Understand the importance of compliance and potential consequences of default.
  • Develop strategies for successfully managing and maintaining an installment agreement.
  • Regular or Nonstreamlined (NSIA)
  • In business Trust Fund Express (IBTFE)
  • In business Trust Fund Regular (IBTF)
  • Currently non collectible (CNC)
  • Understand the purpose and benefits of IRS installment agreements.
  • Identify the eligibility criteria for obtaining an installment agreement.
  • Describe the application process for an IRS installment agreement.
  • Distinguish between different types of installment agreements offered by the IRS.
  • Recognize key factors that can impact the terms and conditions of an agreement.

Key topics covered in this course :-

  • Maintaining Compliance: Understanding your obligations and avoiding actions that could lead to default, such as missing payments or incurring new tax liabilities.
  • Common Pitfalls & Solutions: Identifying and overcoming common challenges associated with installment agreements.
  • Updates for 2025: Key changes or updates to IRS policies and procedures regarding installment agreements that you need to be aware of in 2025.
  • Understanding the Basics: What are IRS installment agreements and when are they appropriate?
  • Eligibility & Application: Step-by-step guide to determining eligibility and completing the application process (including relevant forms and documentation).
  • Types of Installment Agreements: Exploring various agreement options, including streamlined, guaranteed, and other specific types, and how to choose the right one for your situation.
  • Negotiating Terms: Factors that influence the terms of your agreement, including payment amounts, duration, and potential penalties.

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)|
  • Tax Professionals
  • Attorneys
  • Tax Preparers
  • Finance professionals
  • Financial planners
  • Payroll Managers


Credits and Other information:-

      - Session Duration: 2 Hours

      - Case Studies and Live Q&A session with speaker

      - Power Point presentation for reference

      - Session learning level: Basic

      - Delivery method: Group Internet Based

      - IRS Credits: 2 Tax Hours

      - IRS CE Provider: #PUPOT

      - IRS Course ID: PUPOT-T-00003-25-O

       - Recommended field of study – Taxes

       - Session Prerequisites and preparation: None

       - Location: Virtual/Online

       - Attendance Requirement:  Yes


Speaker Profile:

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.

He is also known as “The Tax Problem Solver” because he solves tax problems!

He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service.  He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.

He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been  a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and is also a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and the Cannabis Special Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and The American Society of Tax Problem Solvers.

He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.

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