December 2, 2025

Live Webcast

4 CPE

Tax Resolution Basics

December 2, 2025
Live Webcast
4 CPE

Tax Resolution Basics

  • View Bio

    Instructor

    Charles
    Montecino

    View Bio

    Charles Montecino, CPA, CTRS

    Bio

    Charles K. Montecino is a Certified Public Accountant and Certified Tax Resolution Specialist with over 40 years of experience in public accounting. Over the past 25 years, he has

    specialized in helping clients resolve complex IRS issues, earning him the nickname “The Tax Problem Solver.” He is known for his patient and non-judgmental approach, making his clients

    feel comfortable even when addressing tough tax situations. In 2008, Charles was honored with the Top Practitioner Award by the American Society of Tax Problem Solvers.

    Charles is licensed in both New Jersey and Pennsylvania and holds the Chartered Global Management Accountant (CGMA) designation. He is an active member of the AICPA, NJCPA,

    PICPA, and the American Society of Tax Problem Solvers. When he is not helping clients navigate the complexities of tax law, Charles enjoys spending time with his wife, children, and 

    grandchildren, watching the Philadelphia Phillies and Eagles, golfing, and fishing.

Tax Resolution Basics is an essential course for tax practitioners seeking a foundational understanding of tax resolution services. This course equips participants with the knowledge necessary to identify key tax issues that lead to IRS difficulties and the available options to resolve them. It covers critical processes such as audits, collections, and strategies for managing penalties, while also addressing the complexities surrounding non-filers, payroll taxes, and trust fund recovery penalties. By mastering these areas, tax professionals can offer informed guidance to clients and navigate the intricate world of tax resolution services effectively.

Participants will explore various relief options, such as injured spouse and innocent spouse claims, while learning how to negotiate lien releases and manage levies. The course also highlights essential strategies for penalty abatement, statutes of limitation, and determining the correct balance due, helping practitioners address a broad range of tax challenges. Upon completion, attendees will be well-prepared to assist clients in resolving tax issues with confidence and accuracy.

Learning Objectives

  • Recognize various tax issues that lead taxpayers into difficulties with the IRS to provide informed guidance to clients.
  • Explain the processes involved in IRS audits, collections, and determining accurate balances due for effective tax resolution.
  • Discuss strategies for penalty abatements and the implications of statutes of limitation in resolving tax issues.
  • Identify the qualifications for injured spouse and innocent spouse relief to assist clients with specific tax liabilities.
  • Evaluate options for addressing payroll tax issues and non-filer cases to prevent escalated enforcement actions.
  • Manage trust fund recovery penalties and IRS liens and levies to protect client assets during tax resolution processes.

Major Topics

  • IRS audits, collections, and determining accurate balances due
  • Payroll taxes, non-filers, and trust fund recovery penalties
  • Injured and innocent spouse relief
  • Liens, levies, and currently non-collectible status
  • Penalty abatements and statutes of limitation

CPE Credits Available

4 CPE
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and attorneys.

Provider

Werner-Rocca

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  • MACPA Non-Member

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