Webinar

New

Navigating IRS Collections: Overview of Form 433 and Offers in Compromise

Monday, Aug. 4, 2025
10:30 a.m.-12:30 p.m. Central
2 CPE (2 technical)

Course code: 25WX-1985
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This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

Overview of the IRS collection process and enforcement actions.Initial notices, taxpayer rights, and IRS timelines
When to use Forms 433-A or 433-B and required documentation
Offer in Compromise (OIC): criteria, process, and practical considerations
Payment options: installment agreements, partial payment plans, and OIC
Advising clients on IRS collections and avoiding penalties
Compliance strategies for minimizing tax liabilities
Real-world scenarios and examples for tax debt resolution

Learning objectives

Identify the stages of the IRS collection process, from initial notice to enforced collection actions
Recognize when Forms 433-A or 433-B are required and understand the information necessary to complete them
Evaluate the criteria for submitting an Offer in Compromise (OIC) and outline the submission process
Recall the different payment options available to taxpayers facing IRS collections
Determine how to effectively advise clients on navigating the IRS collection process
Minimize potential penalties and ensure compliance during the resolution process
Assess the implications of different settlement strategies, including OIC and installment agreements
Apply practical insights to real-world scenarios for resolving tax liabilities

Who should take this program?

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals advising clients on IRS collections and resolving tax liabilities

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.