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PRODID://NDCP//517778
BEGIN:VEVENT
DTSTAMP:20260429T131604
VTIMEZONE:America/Chicago
DTSTART:20270427T180000Z
DTEND:20270427T200000Z
UID:517778
SUMMARY:Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2)
LOCATION:Webinar
DESCRIPTION:Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2)\n\n04/27/27 01:00 PM CST\n - 04/27/27 03:00 PM CST\Description:\nThis course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements, and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends, and real-world case studies will also be covered.Objectives:
 Prepare accurate and comprehensive Forms 656 and 433-A(OIC)/433-B(OIC)
 Navigate the IRS OIC process, including timelines, required documentation, and appeals
 Identify the various types of OICs (doubt as to collectability, doubt as to liability, effective tax administration)
 Assess client eligibility using the IRS Reasonable Collection Potential (RCP) framework
 Evaluate and document special circumstances for effective tax administration
 Apply negotiation strategies to increase the chances of OIC approval
 Avoid common errors that lead to automatic rejection or return of the offer
 Presenters:Gregory HolzelField of Study:Taxes (2)Major Topics:
 Introduction to the OIC program
 Types of OICs
 Eligibility criteria
 Financial analysis
 Offer amount calculation
 Preparing Forms 656 and 433-A(OIC)/433-B(OIC)
 Supporting documentation and strategy
 OIC submission and IRS review process
 Appeals and negotiation techniques
 Best practices and common pitfalls
 Real-world scenarios and case studies
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Mastering the Offer in Compromise: Strategies for Preparation and Negotiation (MOC2)<br /><br />04/27/27 01:00 PM CST - 04/27/27 03:00 PM CST<br />Description:<br />This course is designed to equip tax professionals with a deep understanding of the IRS offer in compromise (OIC) program. Participants will learn the strategic, procedural, and practical elements of preparing and negotiating successful OICs for taxpayers facing significant tax liabilities. The course will walk through the eligibility criteria, financial analysis standards, supporting documentation requirements, and techniques to enhance the likelihood of IRS acceptance. Common pitfalls, recent trends, and real-world case studies will also be covered.<br><br><b>Objectives:</b><br><ul>
    <li>Prepare accurate and comprehensive Forms 656 and 433-A(OIC)/433-B(OIC)</li>
    <li>Navigate the IRS OIC process, including timelines, required documentation, and appeals</li>
    <li>Identify the various types of OICs (doubt as to collectability, doubt as to liability, effective tax administration)</li>
    <li>Assess client eligibility using the IRS Reasonable Collection Potential (RCP) framework</li>
    <li>Evaluate and document special circumstances for effective tax administration </li>
    <li>Apply negotiation strategies to increase the chances of OIC approval</li>
    <li>Avoid common errors that lead to automatic rejection or return of the offer</li>
</ul><br><b>Presenters:</b><br>Gregory Holzel<br><br><b>Field of Study:</b><br>Taxes (2)<br><br><b>Major Topics:</b><br><ul>
    <li>Introduction to the OIC program</li>
    <li>Types of OICs</li>
    <li>Eligibility criteria</li>
    <li>Financial analysis</li>
    <li>Offer amount calculation</li>
    <li>Preparing Forms 656 and 433-A(OIC)/433-B(OIC)</li>
    <li>Supporting documentation and strategy</li>
    <li>OIC submission and IRS review process</li>
    <li>Appeals and negotiation techniques</li>
    <li>Best practices and common pitfalls</li>
    <li>Real-world scenarios and case studies</li>
</ul><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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