Complete IRS Representation Series –Protect Clients. Resolve Liabilities. Build Authority.

Whether you’re new to IRS representation or a seasoned professional, this structured series equips you with everything you need—from client onboarding to complex resolution strategies. Join our IRS Representation webinar series designed for serious tax professionals who want real-world strategies — not theory.
Become confident in handling IRS notices, collections, compliance restoration, and client onboarding.
Whether you are new to representation or looking to refine your strategy, this structured 4-level live webinar series equips you with practical, real-world tools used in actual IRS cases.

Level 1 – Foundations & Intake

1.IRS Representation Case Studies: Challenges & Resolutions

Date : March 4th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments.

Learning Objectives:

• Identify the core competencies and professional skills required for effective IRS representation.
• Conduct structured and strategic initial client interviews in IRS cases.
• Recognize common challenges, procedural developments, and unexpected events in representation matters.
• Develop practical strategies for managing cases from initial contact through final resolution.

2.E-Services for the Modern Representation & Tax Practice

Date : March 6th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments

Learning Objectives:

• Review the range of IRS e-Services products available to tax professionals.
• Analyze practical applications of e-Services within a modern tax practice
• Review and interpret IRS Transcripts of Account
• Identify key changes resulting from the transition to the New Tax Pro Account between 2021 and 2022.

3.Onboarding the Non-Compliant Taxpayer

Date : March 11th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Robert Nordlander ,CPA, CFE known for his expertise in forensic accounting and tax resolution.

Learning Objectives:

• Interview framework for high-risk clients
• Identifying filing gaps & compliance risks
• Reviewing Wage & Income transcripts
• Form 2848 – Power of Attorney
• Form 8821 – Tax Information Authorization
• Understanding CP14 and early collection letters

Level 2 – Collections, Resolution & Compliance

4.IRS Streamlined Installment Agreements: Payment Standards & Compliance

Date : March 13th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments.

Learning Objectives:

• Explain the overview and eligibility requirements for IRS installment agreements.
• Distinguish among the four primary types of installment agreements and understand their key differences.
• Evaluate case scenarios involving increasing tax liabilities under streamlined agreements.
• Determine how the IRS calculates the correct streamlined installment agreement payment amount.
• Develop effective repayment strategies to help taxpayers resolve federal tax debt efficiently.

5.From Notice to Resolution: Collections Case Breakdown

Date : March 18th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments

Learning Objectives:

• Conduct an effective initial representation client interview.
• Identify key compliance steps before pursuing resolution options.
• Analyze real-world taxpayer case scenarios and determine appropriate strategies.
• Interpret IRS notices, account transcripts, penalties, and account postings.
• Develop and implement structured strategies to move collection cases toward resolution.

6.Responding to IRS Correspondence: Strategy & Compliance

Date : March 20th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments.

Learning Objectives:

• Interpret IRS abbreviations and internal codes found on common collection letters.
• Identify the sequence and procedural flow of IRS collection correspondence.
• Evaluate how specific collection notices impact a client’s case strategy.
• Distinguish which IRS units (ACS, Automated Collection System, Appeals, etc.) issue particular letters.
• Trace the progression of a tax liability from assessment through levy action, installment agreement, or appeal.

Level 3 – Advanced Tax Resolution Strategies

7.IRS Offer in Compromise: Rules, Formulas & Compliance

Date : March 25th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments.

Learning Objectives:

• Identify the essential documentation required for an accurate and complete Offer in Compromise (OIC) submission.
• Analyze case studies to determine appropriate OIC strategies based on varying financial circumstances.
• Evaluate how personal and financial factors affect OIC eligibility and IRS acceptance decisions.
• Understand IRS processing timelines, review procedures, and common delay triggers.
• Develop corrective strategies for responding to returned, rejected, or withdrawn OICs.

8.Federal Tax Liens: Procedures, Rights & Remedies

Date : March 27th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Nicholas Preusch ,  a prominent tax professional, CPA, JD, and LLM specializing in complex U.S. tax compliance, international tax, non-profit issues, and tax ethics.

Learning Objectives:

• Identify when a statutory federal tax lien arises under federal law.
• Determine the circumstances under which the IRS may file a Notice of Federal Tax Lien (NFTL).
• Evaluate available taxpayer remedies, including lien release, withdrawal, discharge, and subordination.
• Assess the financial, legal, and credit impact of an NFTL on a taxpayer.
• Advise clients on strategies to prevent NFTL filings and understand which resolution options require a lien determination.
• Explain appeal rights related to NFTLs and collection actions.

9.Mastering Penalty Abatement: Strategies for Overcoming Denials and Appeals

Date : April 1st , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Robert Nordlander ,  Certified Public Accountant (CPA) and Certified Fraud Examiner (CFE) known for his expertise in forensic accounting and tax resolution.

Learning Objectives:

• Understand the common situations where taxpayers and tax professionals need to interact with the IRS beyond tax filing.
• Learn how to use IRS transcripts for common tax-related issues.
• Discover how to electronically file and record Forms 2848 and 8821 with the IRS.
• Gain practical knowledge of how to use IRS digital tools to assist clients.
• Understand how to set up access to IRS digital tools.
• Stay informed about upcoming features in the IRS’s digital toolset

Level 4 – Specialized Representation Cases

10.Business Tax Representation: Strategies and Solutions

Date : April 3rd , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits: 2.0
Speaker : Jason Dinesen is a prominent Enrolled Agent (EA) and tax educator specializing in U.S. tax compliance, particularly Form 1099s and IRS updates.

Learning Objectives

• Identify federal tax compliance requirements applicable to various business entity types.
• Evaluate resolution options available to Business Master File (BMF) taxpayers, including distinctions between Automated Collection System (ACS) and Revenue Officer (RO) cases.
• Utilize business financial records to accurately prepare IRS Forms 433-B and 433-A.
• Properly classify and analyze business expenses for tax reporting and collection purposes.
• Develop advocacy strategies to address and defend against Trust Fund Recovery Penalty (TFRP) assessments and related IMF enforcement actions.

11.Divorce and IRS Liability: Navigating Tax Relief Provisions

Date : April 8th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Patrick H. Wanzer, CPA, is a trusted tax resolution expert with over a decade of accounting experience and nine years dedicated to IRS tax issues.

Learning Objectives

• Analyze how divorce affects joint and several tax liability versus separate liability.
• Determine eligibility standards for submitting an Offer in Compromise.
• Assess requirements and compliance considerations for IRS Installment Agreements.
• Identify qualifications and procedural standards for Currently Not Collectible (CNC) status.
• Evaluate how divorce decrees influence IRS collection authority and enforcement actions.
• Recognize common financial and documentation pitfalls in divorce-related tax resolution cases.

12.Form 8379 vs. Form 8857: Choosing the Right Spousal Relief

Date : April 10th , 2026
Time : 3pm ET|2pmCT|1pmMT|12pmPT
Duration : 120 minutes
Credits : 2.0
Speaker : Marc J. Dombrowski, EA, A national expert on IRS and state collections, tax liens, and officer assessments

Learning Objectives

• Distinguish between Injured Spouse Allocation and Innocent Spouse Relief.
• Explain the purpose and procedural differences of Form 8379 and Form 8857, including how the IRS processes each claim.
• Analyze the rules governing Separation of Liability and the factors considered for Equitable Relief.
• Evaluate how duress, abuse, and limited disclosure provisions affect relief determinations.
• Determine when to file Form 8379 versus Form 8857 to effectively protect and defend taxpayers.

After completing this series, you will:

✔ Conduct confident client interviews
✔ Build strategic case plans
✔ Avoid common representation mistakes
✔ Increase resolution success rates
✔ Protect clients from aggressive enforcement
✔ Grow your IRS representation revenue

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Tax Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
• Tax Resolution Experts
• Firms building IRS representation services