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Back to Track 7: Tax Reduction and Strategy

Course 7.6 · 50 minutes

Staying Clean: Estimated Taxes, Penalties, Notices, and What to Do If the IRS Audits You

Pay the right amount on time, avoid the penalties that eat your savings, and handle any IRS letter or audit calmly and correctly.

Who it is for
Everyone who has ever gotten a letter, and everyone who will.
Runtime
50 minutes

Pre-order: this course is still in development. Your purchase includes its materials as they are published in your portal. No release date is confirmed. Buy 5 or more and every course is 30% off.

See the full trackSee the full curriculum

After payment is confirmed and your access is set up, the files listed below can be downloaded from your portal. Any unpublished materials will be added when ready, at no additional charge.

Files currently available

  • Safe Harbor Calculator Guide.
  • Safe Harbor Calculator.
  • Penalty Estimator Guide.
  • Penalty Estimator.
  • Notice Response Playbook.
  • Audit Preparation Checklist.
  • Record Retention Schedule and Form 2848.
  • Slide deck.
  • Visual: Roadmap.
  • Visual: Safe Harbor Flowchart.
  • Visual: Penalty Comparison.
  • Visual: Extension Timeline.
  • Visual: Statute Clock.
  • Visual: Notice Response Flowchart.
  • Visual: Audit Types.
  • Visual: Appeals Collection Ladder.
  • Visual: Worked Example.
  • Visual: Withholding Trick.
  • Visual: Notice Decision Tree.
  • Workbook.
  • The narrated lesson. 50 minutes, cued to the deck, with chapter markers by lesson. Added to your portal when published, at no extra cost. This purchase does not guarantee that the narrated lesson is available today.

What the course covers

  • 01Estimated taxes: the safe harbors, the four dates, and the withholding fix7 min
  • 02The penalties: late filing, late payment, accuracy, and fraud, with the first-time abatement7 min
  • 03Extensions: more time to file, not to pay3 min
  • 04The statute of limitations: three years, six years, and never4 min
  • 05IRS notices: the matching letter, the balance due letter, and how to respond7 min
  • 06Audits: the three kinds, your rights, and how to prepare8 min
  • 07Appeals, collection options, and when to bring in a professional5 min
  • 08Worked example: a 20,000 dollar underpayment and a matching notice, resolved6 min
  • 09Tricks of the trade and traps: year-end withholding, the disclosure form for gray positions, and the ninety-day letter you cannot miss3 min

How it fits: Requires 7.1. Closes the tranche. Pairs with 4.1 and 1.1.

The standard every course holds

  • A narrated lesson of 45 to 60 minutes, produced as audio
  • A designed slide deck you download and keep
  • A computational workbook that runs the actual legal tests
  • A toolkit of checklists and protocols
  • A legal authority appendix carrying the two-pass vetting protocol

Written for a diligent reader with no legal education. Professionally narrated using a studio voice model of Brian T. Boyd. The course is recorded instruction, not a live consultation.

Where this course sits

Track 7: Tax Reduction and Strategy

This course is one step in a track built around a single outcome. See the full build order and the other courses that get you there.

Back to this track

Educational material from the private client curriculum of Brian T. Boyd. This is legal education for a general audience, not legal advice, and no attorney-client relationship is created by purchasing, viewing, or using it. Tax outcomes depend on your facts and your state.