VUE D'ENSEMBLE

The Offer in Compromise course deeply examines the complex territory of negotiating tax settlements with the Internal Revenue Service. Participants will examine eligibility criteria, application procedures, and strategic approaches essential for crafting persuasive offers. Through a combination of theoretical lectures and practical case studies, attendees will gain hands-on experience in assessing taxpayer financial profiles and developing effective negotiation strategies.

Moreover, this comprehensive course thoroughly explores guidelines and standards, offering strategic insights for managing offer-in-compromise cases. Our goal is to equip practitioners with the expertise and strategies needed to optimize success in navigating this complex process.

Objectifs d'apprentissage :

A l'issue de ce cours, vous serez en mesure de :

• Develop a comprehensive understanding of the eligibility criteria for submitting an Offer in Compromise, including financial hardship, doubt as to liability, and effective tax administration.
• Understand Form 656, Offer in Compromise, Form 433-A (OIC) and Form 433-B (OIC) to disclose financial information and calculate the reasonable collection potential (RCP) using IRS formulas and guidelines.
• Learn advanced techniques for preparing and submitting an OIC application, including the necessary forms, documentation requirements, and strategies for presenting a compelling case to the IRS.
• Analyze case studies and real-world scenarios to apply theoretical knowledge to practical situations, including complex financial situations, varying taxpayer profiles, and IRS responses.
• Navigate through IRS guidelines and standards governing the OIC process, including the impact of recent updates and procedural changes on case strategies.
• Develop communication strategies for effectively engaging with IRS representatives during the OIC process, including negotiations, clarifications, and documentation requests.

À la fin du cours, les participants devront passer un examen final complet couvrant tous les sujets abordés tout au long du cours. L'examen est à livre ouvert, et le PDF téléchargeable contenant le matériel de cours est disponible sur la première page du cours. Un score minimum de 70% est nécessaire pour satisfaire à l'exigence de formation continue (FC) et obtenir un certificat d'achèvement. Les cours réussis sont signalés à l'IRS dans les trois jours ouvrables.