Offers in Compromise and Appeals

Description

Don’t Forget! This course is FREE for Members! Not a Member? Click here to learn more.

COURSE OUTLINE

CPE Credits – 2.0 hours
Subject Area  – Tax
Course Level  – Intermediate
Instructional Methods – Webinar
Materials Required – 120A Manual (provided)
Prerequisites – None
Recommended Course/s Taken – Tax Resolution Essentials 100A
Who should attend – CPAs, Enrolled Agents (EAs), Tax Attorneys
Type of Credit – CPE/MCLE

COURSE DESCRIPTION

This course offers professionals instructions regarding how to prepare Offers in Compromise on behalf of their clients. Unlike our introductory courses, this course delves into the intricacies that make the difference between an offer being accepted or rejected. It also covers the IRS appeals process should an offer be rejected having navigated the regular channels.

This course also discuss the IRS appeal process in general.

In the course you will learn:

• How to plan for an Offer in Compromise
• How to value assets listed in the offer
• What to do when complex issues arise relating to an offer
• How to appeal an offer (including with whom you should speak)
• How to file an IRS appeal
• Which form to file and why
• How to leverage a tax court petition to your advantage.
• How to get a second bite at the apple if you are not a tax attorney or admitted to practice in front of the tax court?

LEARNING OBJECTIVES

• Detailed instruction relating to Offers in Compromise
• OIC planning
• OIC appeals
• IRS appeals

*The Tax Resolution Institute offers CPE credit to CPAs and EAs in all 50 states.  The Tax Resolution Institute has been approved by CA and KS to offer MCLE credit to practicing attorneys.  State reciprocity rules and non-MCLE requirement rules indicate that MCLE/CE credit may also be given in AK, AR, CO, CT, FL, HI, ME, MD, MA, MI, MT, NJ, NY, ND, OR, SD, WV and WI.  Check with your State to confirm that credit may be given.

Terms and Conditions