A practical, step-by-step webinar for CPAs, EAs, and tax professionals to confidently handle Offer in Compromise cases with the Internal Revenue Service.
The IRS Offer in Compromise (OIC) program allows eligible taxpayers to settle their tax liabilities for less than the full amount owed—but navigating the process with the Internal Revenue Service is often complex, technical, and time-sensitive.
This webinar is designed to give tax professionals a clear, practical roadmap to handle OIC cases with confidence. From eligibility assessment to submission and follow-ups, you’ll gain insights into what actually works in real-world scenarios—based on current practices in 2026.
Session Highlights:
- Step-by-step OIC process flow (from qualification to closure)
- Eligibility deep dive – Doubt as to Collectibility vs Effective Tax Administration
- Financial analysis breakdown (income, expenses, asset valuation)
- Documentation checklist for faster and smoother approvals
- Top reasons OIC applications get rejected—and how to avoid them
- IRS negotiation insights to handle objections confidently
- Timelines & expectations—what actually happens after submission
- Case-based scenarios to understand practical application
- Pro tips to increase approval probability in 2026
Why You Should Attend:
- Understand how to accurately assess client eligibility before applying
- Learn how to avoid common errors that lead to IRS rejections
- Gain clarity on financial analysis and documentation requirements
- Discover practical ways to increase acceptance rates
- Improve your ability to handle IRS negotiations confidently
- Position yourself as a trusted tax resolution expert
Who Should Attend:
- CPAs (Certified Public Accountants)
- Enrolled Agents (EAs)
- Tax Consultants & Advisors
- Tax Resolution Specialists
- Accounting & Tax Firm Owners
- Professionals serving clients with tax debt issues
If you’re looking to expand your service offerings, increase client trust, and handle IRS cases more effectively, this session will provide the practical knowledge you need to move forward with confidence.
