IRS Penalty Abatements
-
Speaker : CHARLES K. MONTECINO
-
When : Tuesday, July 01, 2025
-
Time : 01 : 00 PM EST
-
Add To Calendar
Refer a Friend
Charles K. Montecino, CPA, CTRS
Charles
K. Montecino, is a Certified Public Accountant and Certified Tax
Resolution Specialist. He has significant experience in helping clients
solve their IRS problems, and clients say he does it with patience and,
as one client put it, “without making me feel dumb.” In 2008 he received
the Top Practitioner Award from the American Society of Tax Problem
Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He
works with taxpayers that for various reasons find themselves at odds
with the Internal Revenue Service. He regularly works with those that
have unfiled returns, unpaid balances, payroll tax issues, innocent and
injured spouse issues and those under audit.
He
has spent his 40 plus years career in public accounting, and over 35 of
them running his own firm. He has been a tax resolution specialist for
over 25 years. He is a licensed CPA in New Jersey and is also a CGMA,
Chartered Global Management Accountant. He serves on the Cooperation
with IRS Committee and the Cannabis Special Interest Group with the New
Jersey Society of CPAs. He is a member of the American Institute of
CPAs, New Jersey Society of CPAs, and The American Society of Tax
Problem Solvers.
He earned his accounting
degree from Rutgers University. When he is not working, he enjoys
watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers
University football team. He also enjoys golfing, fishing, traveling,
reading and spending time with his wife, children and grandchildren.
You will learn the four types of penalties:
- First-time penalty abatements
- How to request an abatement?
- The reasons for filing the return late
- The state of mind of the taxpayer
You will also receive sample letters to use in requesting a penalty abatement for your client
Areas Covered
The course will cover these penalties and how to have them abated:
- Failure to file
- Failure to make deposits
- Failure to pay
It will cover the Trust fund Recovery Penalty:
- What it is?
- How to avoid it?
- How to have it abated?
- Who is a responsible person?
- The interview process to determine the responsible person
- How to avoid the interview?
As for the First Time Penalty Abatement you’ll learn:
- What it is?
- Penalties eligible for abatement
- How to qualify?
- How to request it?
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys that want to ensure their clients are only assessed the proper penalty and how to get an incorrect one abated
Why Should You Attend
Every year the IRS assesses an astronomical number of penalties against taxpayers. Many of them are wrong and improperly assessed. This course will teach you how to recognize an erroneous penalty and calculate the correct penalty. Most importantly, you will learn howget an abatement for your clients for the incorrect penalties that have been assessed.
You’ll learn what the Trust Fund Recovery Penalty is and how to avoid it in addition to how to have it abated.
You’ll about the First Time Penalty Abatement. What it is and how to apply it to have it Abated.
-
$160.00
-
