MYCPE ONE

Training in IRS Appeals & Penalty Resolution

Develop Skills for Real-world Fraud Investigations

certificate
3820

Enrollments

4.8/5(2.7K+ Reviews)
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Published on July, 2026
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Multiple

Qualifications 

15

Credits

15 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

IRS penalties and disputes can create serious financial and compliance risks for taxpayers, especially when notices, deadlines, and appeal rights are not handled properly. Tax professionals must understand how IRS appeals work, when penalty relief may apply, and how to respond effectively to collection, audit, and penalty-related issues. 

The Training in IRS Appeals & Penalty Resolution program focuses on practical strategies for handling IRS disputes and reducing penalty exposure. It covers appeals in collections, audit-related disputes, penalty abatement techniques, IRS 90-day letters, TIN matching issues, and employment tax risks including the Trust Fund Recovery Penalty. The program also addresses SALT audits and appeals, real-life penalty abatement tactics, and approaches for reducing or eliminating IRS penalties. 

By focusing on real case scenarios, this training helps professionals respond to IRS actions with greater clarity, apply structured resolution strategies, and support clients through appeals and penalty matters more effectively.

Get Deeper Understanding of:
  • IRS appeals process and dispute resolution strategies
  • Penalty abatement techniques and eligibility criteria
  • IRS notices, deadlines, and response requirements
  • Employment tax penalties and trust fund exposure
  • Structured approaches for reducing IRS penalties
Recommended For:
  • This program is designed for Certified Public Accountants (CPA-US), Enrolled Agents (EA), and tax professionals involved in IRS appeals, penalty abatement, and tax resolution matters.
  • It is relevant for professionals working in tax advisory, tax controversy, and compliance roles. Those responsible for handling IRS notices, managing appeals, reducing penalties, and representing clients in disputes will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen their ability to navigate IRS procedures, respond to penalty-related issues, and support clients through appeals and resolution processes.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

IRS TIN Matching: Reducing B Notices and PenaltiesIRS 90-Day Letters: Timely Responses to Avoid PenaltiesReducing IRS PenaltiesFirst-Time IRS Penalty Abatement: Maximize Tax SavingsErase The PenaltyFrom Denials to Appeals: Real-Life Insights into Penalty Abatement TacticsEmployment Taxes and the Trust Fund Recovery PenaltyAppeals for CollectionsPerspectives on SALT Audits and Appeals
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02511) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02511) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03030-26-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify TIN mismatch causes and backup withholding triggers
  • Explain IRS B Notice response procedures and requirements
  • Differentiate proactive validation and corrective compliance actions
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01788) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01788) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02212-24-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Differentiate FTA and penalty abatement procedures
  • Analyze factors affecting successful penalty abatements
  • Explain IRS denials and available appeal options


2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01751) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01751) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02165-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify negligence and preparer penalty applications
  • Analyze amended returns to reduce penalty exposure
  • Apply appeals and risk minimization strategies
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01923) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01923) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02375-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify first-time abatement statutes and taxpayer eligibility
  • Analyze abatable forms, penalties, and optimal tax year selection
  • Apply IRS forms and administrative remedies for denied requests


2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01610) 2 CE Approved
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01610) 2 CE Approved
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02023-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Identify IRS authority and common abatable penalties
  • Develop effective penalty abatement request strategies
  • Review real-world successful abatement examples
2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01292) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01292) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01625-23-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
On Demand (video)
  • Differentiate First Time Abatement and penalty abatement processes
  • Analyze sample submission and IRS response letters
  • Identify qualification criteria and appeal options for denied abatements


2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 2.5 PDC Eligible
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01725) 2 CE Approved
HR Business for Professional in Human Resources (PHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 2.5 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Business Acumen for SHRM-Certified Professional (SHRM-CP) (Valid upto : Dec 31, 2026) 2.5 PDC Eligible
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01725) 2 CE Approved
HR Business for Professional in Human Resources (PHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Senior Professional in Human Resources (SPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Business Acumen for SHRM-Senior Certified Professional (SHRM-SCP) (Valid upto : Dec 31, 2026) 2.5 PDC Eligible
HR Business for Associate Professional in Human Resources (aPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
HR Business for Professional in Human Resources - California (PHRca) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Senior Professional in Human Resources - International (SPHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Associate Professional in Human Resources - International (aPHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Professional in Human Resources - International (PHRi) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
HR Business for Global Professional in Human Resources (GPHR) (Approval No. 723512) (Valid upto : Nov 30, 2026) 2.5 RCH Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02140-24-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
On Demand (video)
  • Analyze collection due process and TFRP procedures
  • Discuss court challenges, bankruptcy issues, and tax implications
  • Evaluate prevention strategies and contribution rights among responsible persons
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02385) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02385) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02902-25-S) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
On Demand (video)
  • Explain collection appeals and Collection Due Process procedures
  • Differentiate CAP and CDP appeal eligibility requirements
  • Apply proper filing procedures for Form 12153


1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01124) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01124) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02555-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Analyze fundamentals of managing state tax audits
  • Review audit planning, protests, and appeal procedures
  • Apply strategies to reduce liabilities and respond to assessments

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Brian Browdy

Brian Browdy

Counsel, Ryan Law
Mr. Browdy specializes in providing state and local tax and unclaimed property and multi-jurisdictional tax planning and controversy and appeals services.

Mr. Browdy has written and lectured extensively on a variety of state and local tax and unclaimed property issues.  He is author of “From a Practitioner’s Desk,” a regular column appearing in State Tax Notes.  

Mr. Browdy has appeared as a speaker for the following organizations:
  • Council on State Taxation
  • Interstate Tax Corporation
  • Lorman Education Services
  • Tax Executives Institute
  • Unclaimed Property Professionals Organization.
More...
Jessie Seaman

Jessie Seaman

Community Tax, LLC

Jessie Seaman, Esq & EA, is a licensed Florida attorney and IRS Enrolled Agent. Jessie brings over ten years of state and federal tax controversy and representation to Community Tax clients. Prior to joining Community Tax, she spent over seven years with a leading national tax resolution firm. She has overseen tens of thousands of tax resolution cases from the simplest financial privacy plans to the to the most complex business cases and high-profile celebrity clients.

Jessie is a Florida Native, growing up Boca Raton and moving to Tampa in 2000 for her undergraduate studies. While attending the University of South Florida, Jessie studied abroad in Costa Rica and eventually graduated with a double major: B.A. in Philosophy & B.A. in Political Science. In 2006, she was offered a scholarship from Florida Coastal School of Law in Jacksonville, FL, where she graduated with a Juris Doctorate in 2009. During law school, Jessie interned with the ACLU, worked at Learn to Read, a local non-profit advocating for adult literacy, and was chosen by the Florida Coastal Academic Success Department to mentor incoming students on how to be successful in law school.


Jessie is a member of the Florida Bar, Tax Section, National Association of Enrolled Agents (NAEA), CERCA, and National Tax Practice Institute Fellowship. She is a leading voice within the tax resolution community.  Most recently she was asked to teach continuing education courses for the National Association of Accountancy (NSA) and be a lead Instructor at both national conferences for NAEA. She has also served as an adjunct professor teaching various courses including Business Law, State and Local Taxation, Contemporary Business Ethics, and an exam preparation class for the Enrolled Agents Examination. Jessie truly has a passion for tax controversy work and found her passion in this niche field because it is ever-evolving, applicable to all, and in many cases unfairly enforced. As the daughter of small business owners, she is especially passionate about helping business owners understand and overcome their tax challenges. Jessie even helped form and operate a pro bono tax resolution clinic in North Florida to assist those taxpayers who simply could not afford to hire professional representation for IRS and state tax issues.

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Justin Muscolino

Justin Muscolino

Owner, Justin Muscolino

 Justin brings over 20 years of wide-arranging experience in compliance, training and regulations. He has served as Head of Compliance Training at Bank of China, Macquarie Group’s Head of Americas Compliance Training and JPMorgan Chase’s Compliance Training Manager.Justin also worked for FINRA, a US regulator, where he created Examiner University to train examiners on how to perform their function.

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Marc Dombrowski

Marc Dombrowski

Owner, Tax Help Associates

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.

As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA's EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA's, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society's Annual Convention(s).  He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.

Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. “There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it.”

He is also available for birthday parties under gatherings of 10 people (from the same household).

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Michael DeBlis

Michael DeBlis

Partner, DeBlis Law

Michael is a trial lawyer. He graduated Cum Laude from The Thomas M. Cooley Law School and Summa Cum Laude from the Thomas Jefferson School of Law with his Masters of Law in Taxation. Michael is known for his charismatic personality and his unyielding dedication to his clients.

Michael spent the first five years of his legal career as a public defender in the NJ Office of the Public Defender cutting his teeth on some of the most serious felony cases to pass through the state courts of New Jersey. He then joined his father's law practice, DeBlis Law, expanding the practice into civil tax controversies and international tax compliance.

As a graduate of the National Criminal Defense College, Michael has trained under some of the best-known criminal defense attorneys in the country. That experience has taught him that justice for a person accused of a crime is only won through a full understanding of the client and the case.

To that end, Michael attempts to understand each client’s case as a convincing narrative, not just as a set of innocuous facts and arcane legal rules. 

When he's not in the courtroom, you can find Michael on stage. He is a professionally-trained actor who has performed in off-Broadway productions and on-stage at Shakespeare in the Park. Michael's passionate about helping trial lawyers harness the power of persuasion and positive communication in the courtroom in order to connect to the jury on a human level.

Michael's training as an actor allows him to combine a unique blend of left-brain thinking with right brain artistry to make even the most dull and abstract areas of the law come to life. 

Michael is a prolific writer and a passionate blogger. He has written articles that have been featured in leading tax journals and "Law 360." 

Michael is a living example of the tremendous power that comes from combining passion, preparation, persuasion, and positive communication in the courtroom. His courage and relentless work ethic have earned him a reputation as a zealous advocate and one of New Jersey’s rising stars of the legal profession.

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Nicholas Preusch

Nicholas Preusch

Certified Public Accountant (CPA), Nicholas Preusch

Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the  AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).

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Robert Nordlander

Robert Nordlander

Owner, Nordlander CPA, PLLC

Robert Nordlander is a former IRS special agent who spent over 20 years with IRS-Criminal Investigation leading investigations into federal tax and money laundering violations both in the United States and internationally.  As a sworn law enforcement officer, he conducted arrests, search warrants, surveillance, and undercover operations on large multi-million cases.  He is currently the principal owner of Nordlander CPA, PLLC, a boutique forensic accounting and tax resolution firm in North Carolina.  He is also the host of the Fraud Fighter Podcast. 

He has an MBA degree from UNC-Greensboro, CPA license, and CFE credential. 

His expertise is forensic accounting, tax resolution, criminal tax investigations, and white-collar expert witness testimony

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