Offer in Compromise Strategies 2 Credits
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Navigating the complexities of an Offer in Compromise (OIC) with the IRS can be daunting for tax professionals and clients. With ever-evolving guidelines and the IRS’s rigorous evaluation process, understanding how to craft a successful OIC is crucial for anyone dealing with tax debt.
This CE Course aims to demystify the OIC process by breaking down key strategies and providing actionable insights to differentiate between a rejected offer and a successful resolution. We'll delve into the fundamental components of an OIC, including the critical factors that influence the IRS’s decision. We will explore how to accurately assess a client's financial situation, from calculating the Reasonable Collection Potential (RCP) to understanding the impact of recent IRS policy changes on refund offsets and hardship relief.
Key topics covered:
Join us as we uncover essential tips and best practices for maximizing your client’s chances of securing an OIC. Attendees will gain practical knowledge on how to perfect Form 433-A OIC and strategically manage client expectations throughout the process.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1812) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1812) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
| Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02242-24-O) | 2 CE | Approved |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.
As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA's EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA's, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society's Annual Convention(s). He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.
Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. “There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it.”
He is also available for birthday parties under gatherings of 10 people (from the same household).
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To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
LA
Thank you Marc. This class helped me tremendously! The information shared clarified the OIC Rejections & understanding of the Income/Expense Table, Assets/Equity Table & Months of Future Income (or 10 year Statute of Limitations)
JL
An excellent course. Going in I knew very little about OIC but now thanks to the lecture and handouts are have a solid working knowledge and resources to explore the subject further.
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