IRS installment agreements provide taxpayers with an important opportunity to resolve outstanding tax liabilities through structured payment arrangements while avoiding more aggressive IRS collection actions. Although installment agreements appear straightforward, selecting the appropriate agreement type, satisfying eligibility requirements, negotiating payment terms, and maintaining long-term compliance require careful planning and a thorough understanding of IRS collection procedures.
This webinar is designed to provide tax professionals, business owners, and financial advisors with a practical understanding of IRS installment agreements and the strategies used to successfully negotiate and maintain payment arrangements under current IRS collection policies.
Participants will learn how to evaluate taxpayer eligibility, compare available installment agreement options, calculate affordable payment plans, prepare supporting financial information, and communicate effectively with the IRS Automated Collection System (ACS) while avoiding common procedural mistakes that frequently result in agreement denials or defaults.
The session will also examine best practices for negotiating installment agreements, maintaining ongoing compliance, managing collection risks, and protecting taxpayers from liens, levies, and additional enforcement actions through proactive tax resolution planning.
Through practical examples, real-world case studies, and compliance-focused instruction, attendees will strengthen their ability to develop effective installment agreement strategies and confidently represent taxpayers throughout the IRS collection process.
IRS CPE Credits: 2.0 TAX
Location: Virtual / Online
Delivery Method: Group Internet-Based
IRS Course ID: DFFSC
Attendance Requirement: Yes
Session Duration: 120 Minutes
Includes: Case Studies, Practical Examples, and Live Q&A with the Presenter
Reference Materials: PowerPoint Presentation Included
Overview of IRS installment agreements and taxpayer relief options
Understanding how installment agreements fit within IRS collection procedures
Taxpayer eligibility requirements for installment agreements
Requirements for establishing and maintaining installment agreements
Comparing different installment agreement options, including:
Determining the most appropriate payment arrangement for individual taxpayers
Calculating affordable monthly installment payments
Evaluating taxpayer financial information and payment capacity
Preparing documentation required for IRS installment agreement requests
Working with the IRS Automated Collection System (ACS)
Best practices for negotiating installment agreements with the IRS
Maintaining long-term compliance after agreement approval
Understanding IRS default provisions and agreement termination risks
Avoiding common taxpayer mistakes during the installment agreement process
Managing IRS collection notices, liens, and levy risks
Protecting taxpayer income and assets through proactive collection planning
Strategies for improving installment agreement approval outcomes
Practical guidance for representing taxpayers during IRS collection matters
Real-world examples involving IRS payment arrangements and tax resolution
Live Q&A session following the presentation
Certified Public Accountants (CPAs)
Enrolled Agents (EAs)
Tax Attorneys
Tax Preparers and Tax Advisors
Tax Resolution Professionals
Business Owners with IRS tax liabilities
Accounting Professionals
Financial Advisors
Bookkeepers supporting tax compliance
Corporate Tax Managers
Professionals representing taxpayers before the IRS
Anyone seeking practical guidance on IRS installment agreements and tax debt resolution