On July 8, 2026, the IRS announced the new Automatic Exemption from Penalty (AEP) program, introducing a significant change in how eligible taxpayers receive administrative penalty relief. This webinar provides a practical overview of the AEP program, including eligibility requirements, covered penalties, and the compliance standards taxpayers must satisfy to qualify for automatic relief.

Participants will also explore the transition from the First Time Abate (FTA) program, understand how the new rules affect taxpayers and practitioners, and identify situations where taxpayers may still need to request penalty relief. Through a practical discussion of the program's requirements, limitations, and compliance considerations, attendees will gain the knowledge needed to evaluate eligibility, recognize planning opportunities, and confidently advise clients on available IRS penalty relief options.

Learning Objectives:

  • Eligibility requirements for the IRS Automatic Exemption from Penalty (AEP) program
  • Penalties covered under the AEP program
  • Compliance standards taxpayers must meet to qualify for automatic penalty relief
  • Key differences between the AEP and First Time Abate (FTA) programs
  • When taxpayers may still need to request penalty relief beyond AEP
  • Planning considerations and practitioner strategies for advising clients

Session Highlights:

  • Identify the eligibility requirements for the IRS Automatic Exemption from Penalty (AEP) program.
  • Determine which penalties qualify for relief under the AEP program.
  • Understand the compliance standards taxpayers must satisfy to receive automatic penalty relief.
  • Differentiate between the AEP and First Time Abate (FTA) programs.
  • Recognize circumstances in which taxpayers should pursue penalty relief outside the AEP program.
  • Identify planning opportunities and provide informed guidance regarding AEP requirements, limitations, and compliance implications.

By attending this webinar, you will strengthen your ability to assess taxpayer eligibility, navigate the transition from FTA to AEP, identify available penalty relief opportunities, and provide clients with practical, well-informed guidance on IRS administrative penalty relief.

Who Should Attend:

This webinar is essential for tax and accounting professionals who want to provide high-value resolution services to their clients:

  • CPAs and Enrolled Agents (EAs) managing post-filing notices.
  • Tax Attorneys involved in tax controversy and litigation.
  • Payroll Professionals dealing with "Failure to Deposit" penalties.
  • Tax Staff responsible for responding to IRS CP14, CP161, and CP501 notices.

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 2 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

1. How can I register for this webinar/course?

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2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

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  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

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Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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