Courses

Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation

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Member Price: $129.00 Non-Member Price: $129.00

Date/Time:: Apr 27, 2027, 2:00pm–4:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Taxes: 2.00
Fields of Study:: Taxes
Level:: Basic

This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements, and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends, and real-world case studies will also be covered.

Objective

Prepare accurate and comprehensive Forms 656 and 433-A(OIC)/433-B(OIC)
Navigate the IRS OIC process, including timelines, required documentation, and appeals
Identify the various types of OICs (doubt as to collectability, doubt as to liability, effective tax administration)
Assess client eligibility using the IRS Reasonable Collection Potential (RCP) framework
Evaluate and document special circumstances for effective tax administration
Apply negotiation strategies to increase the chances of OIC approval
Avoid common errors that lead to automatic rejection or return of the offer

Highlights

Introduction to the OIC program
Types of OICs
Eligibility criteria
Financial analysis
Offer amount calculation
Preparing Forms 656 and 433-A(OIC)/433-B(OIC)
Supporting documentation and strategy
OIC submission and IRS review process
Appeals and negotiation techniques
Best practices and common pitfalls
Real-world scenarios and case studies

Designed For

Accounting and finance professionals looking for the latest information on filing and negotiating offers in compromise

Prerequisite

None

Advanced Preparation

None