Date: April 10th , 2025

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

Receiving an IRS balance-due notice can be overwhelming — but it doesn’t have to be the end of the road. The IRS offers qualified taxpayers a practical path forward through an Installment Agreement, allowing them to repay outstanding tax debt in manageable monthly payments rather than a lump sum.

An IRS Installment Agreement is a formal payment arrangement between a taxpayer and the Internal Revenue Service. When full payment isn’t immediately possible, the IRS may allow the debt to be broken into structured installments paid over time — typically within five to six years, and in some cases up to ten years, depending on the taxpayer’s financial situation and the complexity of the case..

Topics Covered:

• Introduction to IRS Installment Agreements.
• Types of IRS Installment Agreements.
• Streamlined Installment Agreement Deep Dive.
• Case Scenarios: Increasing Tax Liabilities.
• Federal Tax Debt Repayment Strategies.
• Compliance and Best Practices.

 Learning Objectives:

• Describe the overview and eligibility requirements for IRS installment agreements.
• Identify the four types of installment agreements and distinguish their key differences.
• Analyze real-world case scenarios involving increasing tax liabilities under streamlined agreements.
• Explain how the IRS calculates the correct streamlined installment agreement payment amount.
• Apply repayment strategies to resolve federal tax debt efficiently and effectively.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Randall Brody, EA

Randall Brody is an IRS Enrolled Agent with decades of experience in individual and business tax resolution. He is widely recognized for building a culture of personal accountability in tax representation and is a frequent educator for tax professionals.Brody has been published in the EA Journal, the industry magazine for the National Association of Enrolled Agents. For over 30 years, he has guided over 9,500 taxpayers and eliminated more than $800 million in tax debt.