Course curriculum

  • 1

    Introduction

    • Installment Agreement Introduction
  • 2

    The Mindset of the IRS

    • Mindset of the IRS

    • Resources for You as the Tax Practitioner

    • How Much is Owed?

    • Types of Payment Arrangements

    • What Is Income?

    • What Are Assets?

    • What Are Allowable Expenses?
  • 3

    How do I request my payment plan?

  • 4

    Did the IRS Approve My Payment Plan?

    • Did the IRS Approve My Payment Plan Request?

    • Payment Options: Ways you can pay!
  • 5

    You Have Negotiated a Payment Plan, Now What?

    • Compliance is Key

    • Collection Statute Expiration Date (CSED)

    • IRS Structure

    • Taxpayer Advocate Service
  • 6

    Last Tip and Thank Yous!

    • Last Tip and Thank Yous!
  • 7

    PLEASE COMPLETE TO RECEIVE CLE CREDITS

    • State Specific: Please download and complete.