Program Overview
May 18, 2022 | 5:30 - 8:00 pm, Pacific| Webinar
Description
The IRS OIC landscape is always changing. Each year something major happens within the IRS Offer in Compromise Program, even if it is not an actual written policy change. We need to discuss this new information to make resolution options available to the client. Attendees will review an IRS Form 656 and 433-A OIC. This class summarizes the options available to a client based on the attendees' application of appropriate IRS Financial Analysis Guidelines. We will approach the possible OIC resolution by looking at the client, the financial, the debt and the funding the client has available to them.
Learning Objectives
1. Listen to the most recent IRS positions and policies on a possible Offer in Compromise resolution.
2. Learn how to interview a potential OIC client
3. Discuss OIC forms 433-A OIC and 656.
4. Be able to review a client's overall options, based on the case and the financial.
Learning Level Intermediate
Prerequisites & Advance Preparation None
Speaker Marc Dombrowski, EA
Continuing Education
IRS & CTEC: 2 hours Federal Tax Law Topics | CA Bar: 1.75 hours Taxation Law
Pricing
Member: $19.95 | Non-Member: $29.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
Cancellation/Refund Policies
Please contact the host chapter at sangabriel@csea.org for refund/cancellation policies related to this event.