Date: June 26 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 minutes

Description:

Successfully navigating an Offer in Compromise (OIC) with the IRS requires a clear understanding of complex procedures, detailed financial analysis, and up-to-date knowledge of evolving IRS policies. For tax professionals and advisors working with clients facing tax debt, mastering the OIC process is essential.

This continuing education course is designed to simplify the OIC process and equip you with the tools to improve offer acceptance rates. You’ll learn how to identify the key components of a strong OIC submission and avoid the pitfalls that often lead to rejection. We’ll cover how to accurately determine a client’s Reasonable Collection Potential (RCP), assess financial eligibility, and apply recent IRS policy updates related to refund offsets and hardship considerations.

Gain the confidence and technical knowledge to advocate effectively for your clients and achieve favorable tax debt resolutions.

Key Topics Covered:

• Calculating an Offer in Compromise (OIC)
• Addressing Phantom Income Issues
• Ensuring Accuracy in Documentation
• Understanding OIC Submission Deadlines
• Effective Tax Debt Resolution Strategies

Learning Objectives

• Identify key documentation required for a successful Offer in Compromise submission
• Analyze real-world case studies to explore various tax resolution strategies
• Assess how personal circumstances affect OIC eligibility and outcomes
• Understand IRS timelines, procedures, and processing for OIC cases
• Develop effective strategies for handling denied or returned OIC submissionsCredits

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Join us as we reveal essential tips and best practices to enhance your clients’ chances of securing a successful OIC. Attendees will walk away with actionable insights on completing Form 433-A OIC and managing client expectations throughout the entire process.

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Marc Dombrowski , EA Owner, Tax Help Associates  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).