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L1.09.21 – Basic Installment Agreements – (1 CE)

Basic Installment Agreements

IRS Program #: XQQU-T-00744-21-O/S
CE: 1
Speaker: Clarice Landreth, EA

For the majority of unpaid tax balances cases, an installment agreement is the best resolution option. This course walks participants through negotiation and establishment of installment agreements not requiring taxpayer financial data.

Learning Objectives:

  • Explain how a taxpayer qualifies for an installment agreement with no financial data.
  • Describe the process of establishing an installment agreement from start to finish.
  • Identify when the IRS may file a notice of federal tax lien with a streamlined installment agreement.

Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.