Offers-in-Compromise: Filing Offers That Get Accepted


July 12, 2023


Daniel J. Pilla

  1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

* Not able to attend the live session? We can arrange an on-demand session for You. Please call 1-‪814-892-0304


An offer in compromise (OIC) is an application to settle an IRS tax liability for less than the full amount of tax and penalties that are due for a period or period.

This Online Taxes CE Webinar provides a rapid-fire overview of the Offer in Compromise program for tax professionals representing taxpayers with unpaid federal tax obligations and discusses the pros and cons of the Offer program, And briefly covers IRS rules for processing Offer applications, how the Offer investigation process works, and some helpful tips for writing better Offers. The purpose of the Offer in Compromise Program, types of Offers in Compromise, Offer Qualifications and Financial Analysis, how the IRS processes Offer, and potential outcomes.

Join us for this very special webinar where National Speaker and Author Daniel J Pilla  will walk you through how to file an Offer-in-Compromise that gets accepted. Given the current economic uncertainty, there has never been a better time to add this specialized and highly sought-after service to your current practice. 

This presentation will provide an overview of the IRS Offer in Compromise program. Participants will learn the steps required to submit a complete and accurate Offer in Compromise.

This special tax resolution training workshop will include the following:

  • A review of the Offer-in-Compromise program
  • The 4 types of Offer in Compromise (OIC)
  • What the qualifications are for each OIC program
  • How the IRS figures the OIC amount in offers based on doubt as to collectability
  • How Reasonable Collection Potential is calculated by the IRS
  • What constitutes an Effective Tax Administration OIC
  • The best OIC approach – The CDP collection alternative
  • What constitutes “special circumstances” 

Learning Objectives:

  • List the various forms of offer in compromise the IRS considers
  • Determine how special circumstances impact the IRS decision on which offers to accept
  • Identify those situations that would warrant the IRS agreeing to an Effective Tax Administration offer
  • Describe how to prepare an Appeal of a denied Offer

Who Should Attend?

Accountant Accounting Firm Accounting Managers Accounting Practice Owners Accounts Director Chief Accounting Officer Cloud Firms CPA - Large Firm CPA - Mid Size Firm CPA - Small Firm CPA in Business Enrolled Agent Entrepreneurial CPA Senior Accountant Staff of Accounting Firm Tax Accountant (Industry) Tax Attorney Tax Firm Tax Practitioners Tax Preparer Tax Pros Young CPA

Credit and other Information:

  • Prerequisites: None
  • Advanced Preparation: None
  • Program Level: Basic
  • Delivery Method: Online & Self-Study (QAS)
  • Field of Study: Tax
  • CPE: 2 Tax hours

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