Organize a Strong Case File

Build a clear timeline, preserve supporting records, and connect every claim to reliable documentation.

Read Notices with Confidence

Identify deadlines, penalty periods, balances, and the next action required before responding.

Choose the Right Relief Strategy

Compare first-time abatement, reasonable cause, refund claims, appeals, and payment options to select the best path.

About the course

Keep What’s Yours is a practical professional certificate course designed to help you understand IRS penalties, notices, transcripts, and available relief options. Through seven structured modules, you will learn how to organize documentation, evaluate first-time abatement and reasonable-cause relief, prepare refund claims, navigate appeals, and develop sustainable resolution strategies. You will leave with practical tools, templates, and greater confidence when addressing IRS penalty matters.

Dr. Bianca Adams

Dr. Bianca Adams is an entrepreneur, educator, nonprofit executive, and founder of Money Triumphs Academy. She created this course to make IRS penalty and relief processes easier to understand through practical instruction, organized case-building strategies, and real-world application. Her teaching empowers scholars to approach financial challenges with knowledge, preparation, confidence, and integrity.

Curriculum

7 Chapters · 42 Lessons

    1. (Included in full purchase)

      Understanding IRS Penalties and Notices

    2. (Included in full purchase)

      Common Types of IRS Penalties

    3. (Included in full purchase)

      Reading IRS Account Transcripts

    4. (Included in full purchase)

      Building the Penalty Case File

    5. (Included in full purchase)

      Conducting the Initial Case Assessment

    6. (Included in full purchase)

      Module 1 Knowledge Assessment

    1. (Included in full purchase)

      Understanding Automatic Exemption from Penalty

    2. (Included in full purchase)

      Reviewing Compliance History and AEP Eligibility

    3. (Included in full purchase)

      Confirming Automatic Relief and Correcting Misapplied Penalties

    4. (Included in full purchase)

      Requesting Legacy First-Time Abatement

    5. (Included in full purchase)

      Documenting the Decision and Choosing Next Steps

    6. (Included in full purchase)

      Module 2 Knowledge Assessment

    1. (Included in full purchase)

      Understanding Reasonable Cause and Ordinary Business Care

    2. (Included in full purchase)

      Death, Serious Illness, and Unavoidable Absence

    3. (Included in full purchase)

      Fire, Casualty, Natural Disaster, and Other Disturbances

    4. (Included in full purchase)

      Inability to Obtain Records and System Access

    5. (Included in full purchase)

      Preparing and Submitting the Reasonable-Cause Request

    6. (Included in full purchase)

      Module 3 Knowledge Assessment

    1. (Included in full purchase)

      Understanding Abatement, Refund Claims, and the Claim Lifecycle

    2. (Included in full purchase)

      Completing Form 843 Step by Step

    3. (Included in full purchase)

      Writing the Formal Claim Statement and Organizing Exhibits

    4. (Included in full purchase)

      Refund Deadlines, Lookback Rules, and Protective Claims

    5. (Included in full purchase)

      Filing, Tracking, Responding to the IRS, and Handling Claim Disallowance

    6. (Included in full purchase)

      Module 4 Knowledge Assessment

    1. (Included in full purchase)

      Understanding the IRS Independent Office of Appeals and Choosing the Right Resolution Path

    2. (Included in full purchase)

      Preparing a Formal Written Protest and Appeals Case File

    3. (Included in full purchase)

      Preparing for and Conducting the Appeals Conference

    4. (Included in full purchase)

      Representation, Power of Attorney, Ethics, and Client Communication

    5. (Included in full purchase)

      Advanced Resolution Strategy, Case Closure, and Professional File Management

    6. (Included in full purchase)

      Module 5 Knowledge Assessment

    1. (Included in full purchase)

      Understanding IRS Collection Notices, Taxpayer Rights, and Immediate Response

    2. (Included in full purchase)

      Installment Agreements and Sustainable Payment Planning

    3. (Included in full purchase)

      Currently Not Collectible Status and Financial Hardship

    4. (Included in full purchase)

      Offer in Compromise and Advanced Collection Alternatives

    5. (Included in full purchase)

      Collection Appeals, Liens, Levies, Taxpayer Assistance, and Compliance Recovery

    6. (Included in full purchase)

      Module 6 Knowledge Assessment

    1. (Included in full purchase)

      Executive Case Intake, Issue Spotting, and Resolution Strategy

    2. (Included in full purchase)

      Individual Penalty Abatement Simulation

    3. (Included in full purchase)

      Business and Nonprofit Employment Tax Simulation

    4. (Included in full purchase)

      Collection Alternative and Appeals Simulation

    5. (Included in full purchase)

      Final Executive Case Portfolio and Oral Defense

    6. (Included in full purchase)

      Module 7 Knowledge Assessment

Course Access and Support

Your enrollment includes all course modules, lesson PDFs, knowledge assessments, and downloadable resources. Complete the program at your own pace. For questions about course access, contact Money Triumphs Academy. This course provides education only and does not replace personalized tax or legal advice.

Take the Next Step with Confidence

Regular tuition: $697

$697.00

Enroll now