ETS Tax Institute

This week’s webinar, IRS Penalty Abatement: Strategy, Eligibility, and Representation is now available as a self-paced course on Thinkific!

This course gives you a framework for tackling IRS penalties: Failure-to-File, Failure-to-Pay, Failure-to-Deposit, accuracy-related penalties, and more. You'll learn how to evaluate clients for First-Time Abatement, build reasonable cause arguments, and craft well-documented abatement requests that hold up.

Plus, get insights on recent case law including Kwong v. United States and key IRC provisions that impact penalty relief and refund claims.

If you missed the live webinar or just want to revisit the material, this self-paced course is ready when you are.

Click the link below to get started:
https://etstaxinstitute.thinkific.com/courses/irs-penalty-abatement

Clients do not only ask tax questions during filing season.

They ask about IRS notices, estimated payments, tax planning, business structure, deductions, and what they should do before the year ends.

That is why continuing education should do more than help you meet a requirement.

It should help you give better answers when clients need direction.

The ETS Tax Institute is designed to support enrolled agents with practical education that connects back to real client situations and better outcomes.

Take a look at what we have available at https://etstaxinstitute.thinkific.com/.

Today is the last day to register for our June webinar, IRS Penalty Abatement: Strategy, Eligibility, and Representation. This webinar is built specifically for tax professionals who want to take their IRS representation skills to the next level.

This course goes beyond the basics. You'll learn how to tackle Failure-to-File, Failure-to-Pay, Failure-to-Deposit, and accuracy-related penalties, and how to evaluate your clients' eligibility for relief through First-Time Abatement, reasonable cause, and other IRC provisions.

You'll also get a look at how recent case law, including Kwong v. United States, shapes statute of limitations considerations and the limits of penalty challenges and refund claims.

Can’t attend the live session? The course will be available as a self-study course following the webinar, so you won't miss out either way!

Secure your spot today!
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

A simple June check-in can make a meaningful difference.

For your clients, it can uncover estimated payment issues, missed deductions, recordkeeping gaps, income changes, or planning opportunities before the year is almost over.

For your practice, it shows clients that you are paying attention beyond filing season.

That kind of proactive service can lead to stronger relationships, better retention, more trust, and fewer last-minute surprises.

The ETS Tax Institute helps enrolled agents build the knowledge and confidence to serve clients with a more advisory-focused approach.

Visit https://etstaxinstitute.thinkific.com/.

We've all seen it: a client opens a letter from the IRS and panics. A penalty notice that feels overwhelming but doesn't have to be.

As their tax professional, you have options. And we want to make sure you know every single one of them.

Join us for:
IRS Penalty Abatement: Strategy, Eligibility, and Representation
June 23, 2026 | 2:00 PM
LuSundra Everett, EA
2 IRS CE Credits

This webinar covers the full spectrum from identifying and analyzing Failure-to-File, Failure-to-Pay, Failure-to-Deposit, and accuracy-related penalties, to building a well-documented abatement request that holds up.

I will also walk through recent developments in case law, including Kwong v. United States, so you're fully prepared to advise your clients with confidence.

Can't attend live? The course will be available as a self-study course following the webinar!

Click the link below/in my bio to register
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

The moves that affect next April are often made long before filing season.

Business owner clients may need help reviewing estimated payments, income changes, deductions, retirement contributions, business structure, and IRS concerns before the year closes.

When you show up mid-year with timely guidance, you help clients make better decisions while there is still time to act.

That is what helps position you as a trusted advisor, not just a tax preparer.

ETS Tax Institute supports tax professionals who want to build stronger client relationships through practical education and real-world tax training.

Visit https://etstaxinstitute.thinkific.com/ to learn more.

IRS penalties don't have to be the final word and knowing how to challenge them is one of the most valuable skills a tax professional can have.

That's exactly what I’ll cover in our upcoming June webinar:

IRS Penalty Abatement: Strategy, Eligibility, and Representation
June 23, 2026 | 2:00 PM
Led by LuSundra Everett, EA
2 IRS CE Credits

You'll walk away knowing how to evaluate clients for First-Time Abatement, build reasonable cause arguments, and craft defensible abatement requests backed by solid documentation. Plus get up to speed on recent case law including Kwong v. United States and key IRC provisions.

Can't join us live? No worries! The course will be available as a self-study course after the webinar so you can learn on your schedule.

Click the link (in my bio) to register and secure your spot!
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

Join us on June 23, 2026 at 2:00 PM for a live webinar covering everything you need to know about IRS penalty abatement:

🔹 IRS Penalty Abatement: Strategy, Eligibility, and Representation
🔹 Presenter: LuSundra Everett, EA
🔹 2 IRS CE credits

If you're navigating Failure-to-File, Failure-to-Pay, Failure-to-Deposit, or accuracy-related penalties, this course will equip you with the strategies and documentation skills to build strong abatement cases for your clients.

Plus, get insights on recent case law, including Kwong v. United States, and key IRC provisions that impact penalty relief and refund claims.

If you miss the live session, the course will be available as a self-study course following the webinar!

Click the link below/in my bio to register
https://www.bigmarker.com/ETSTaxInstitute/irs-penalty-abatement-strategy-eligibility-and-representation

June is when many business owner clients need more than a reminder about filing season.

Q2 estimated tax payments are due June 15, income may have changed, and clients may be making decisions that can affect what they owe next April.

This is the time to ask better questions.

Are estimated payments still accurate? Are records current? Has the business grown? Does the entity structure still make sense? Are there planning opportunities that need to happen before year-end?

ETS Tax Institute helps tax professionals strengthen the knowledge and advisory skills needed for these conversations.

Explore education and CE credit opportunities here: https://etstaxinstitute.thinkific.com/.

Confidence in a complex client situation does not come from hoping you remember the right answer. It comes from having done the work to actually know it.

S corporation basis. Partnership taxation. Schedule E reporting. Estate tax fundamentals. Due diligence under IRC 6695(g). These are the areas where enrolled agents most often want more depth and where the difference between a confident answer and an uncertain one is immediately visible to clients.

The ETS Tax Institute was built for exactly this. Every course is practical, scenario-based, and built around the real situations you encounter in your practice. Not theory. Actual application you can bring directly into your next client conversation.

When you know the material, your conversations change. You stop looking things up after the meeting and start advising in real time with the kind of confidence your clients came to you for.
That level of preparedness is a decision. It starts here.

Browse the full catalog at etstaxinstitute.thinkific.com.