Basic Penalty Relief

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on Janaury 23rd, 2025. 3pm EST (12 pm PST)

Revised and updated for 2025!

Penalties are a common aspect of just about every IRS Collection case. They are also very involved in the Examination side of the house. But what are penalties exactly? What creates a penalty? Can you get out of every penalty if you have a good excuse?

In this class we will discuss the history of penalties, why they exist, the most common penalties you will encounter in IRS Representation and the criteria for relief of penalties. We will also discuss the First Time Penalty Abatement (FTA).

Come join us for this fun and exciting look into penalties. We will even examine how penalties can be used to make you a hero (or heroine) to your clients and make money in the process.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

• Understand where penalties come from and “connect the dots” from purpose to abatement
• Define how and when penalties are assessed
• Define the types of penalty relief
• Understand the basis and process for First Time Abate

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: :CBBHU-T-00016-23-O
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and tax columnist with Florida Today. With over two decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes and IRS Collection cases.

"Hi, Dan, I just wanted to tell you that I thoroughly enjoyed today's webinar. I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA

"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA

Host or Publisher Tax Resolution Academy®