The Ultimate IRS Offer-in-Compromise Workshop: From Billing Notice to Acceptance Letter

4 cpe credits

Join us for this very special workshop where Tax Attorney and National Speaker Eric Green 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. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.

This special workshop will include the following:

  • A review of the Offer-in-Compromise program,
  • An in-depth analysis of the 4 different types of Offers and when to use each,
  • How Reasonable Collection Potential is calculated by the IRS,
  • How to find clients,
  • Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.

The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice. Eric will also review marketing techniques to help attendees find clients and add an extra $100,000 to their bottom line!

Host a Workshop with Eric Green

Learning Objectives:

  • Explain the Offer-in-Compromise process and how the IRS program works
  • Identify opportunities to help taxpayers make themselves a better Offer-in-Compromise candidate
  • Describe how the IRS calculated reasonable collection potential
  • Explain the requirements to qualify for an Offer-in-Compromise
  • Identify what is required to maintain tax compliance
  • Describe how to prepare an Appeal of a denied Offer

Host a Workshop with Eric Green