Thursday, June 18, 2020
8:30 AM to 12:00 PM

Topic: IRS Installment Agreements: A to Z
Speaker: Veronica Marelli, EA
4 Federal Tax Law Hours
IRS: 18QC1-T-01345-20-O
CTEC: 1000-CE-4737

Course Description:
Installment Agreements: A to Z is a presentation to immerse the learner in the myriad ways the IRS helps taxpayers in paying their tax debt. We will explore all of the Installment Agreement options as laid out in IRM Section 5. Additional instruction will include an in-depth look into each specific installment agreement. Analyzing the most beneficial Installment Agreement for a particular taxpayer. Tips, tricks, and how to’s of qualifying taxpayers for specific Installment Agreements.

Knowledge Level: Intermediate

Learning Objectives:

#1: This course will delve in-depth into ALL types of IRS Installment Agreements: Guaranteed, Streamlined, Direct Debit, Online Payment Agreement, Partial Pay, and In-Business Trust Fund Express.

#2: Attendees will learn what the coinciding requirements are for each Installment Agreement.

#3: Upon completion, attendees will understand how to analyze which Installment Agreement programs best meet the specific needs of their taxpayers.


Veronica Marelli, EA

Veronica has a formal education in Accounting, and has been an Enrolled Agent for almost 20 years. She is the owner of Tax Resolution Advocates with offices in Temecula California, SLC Utah, and Southern Idaho. Tax Resolution Advocates is a full service tax firm that specializes in tax problem resolution. She is also a Certified Tax Resolution Specialist.

She has recently added Profit First consulting to her firm. She is approximately one of only 140 tax professionals in the US to become a Profit First Professional. Profit First is an organization dedicated to eradicating entrepreneurial poverty. 

Veronica served as 1st Vice President of the California Society of Tax Consultants at the State level. She also served the local North San Diego Chapter as second Vice President for many years. Both of these positions were as the Education Chair. It was her main responsibility to ensure Tax professionals Statewide were trained and up to date on all new State and federal tax laws and changes to the current tax code.

Veronica has a vast amount of experience serving and working on Board of Directors. She has, or is currently serving on five different boards of Not for Profit organizations. These organizations have helped our communities by providing shelter for abused women and homeless teenagers, feeding underprivileged children, and the planting of new Christian Churches.