Successfully Negotiating Offer in Compromise
EVENT DATE:
Jun 13,2025
PRESENTER(s): Daniel J. Pilla
1:00 PM ET | 12:00 PM CT | 10:00 AM PT |
120 Minutes
This program has been approved NASBA & IRS CPE Credit 2(Taxes)
The OIC program allows taxpayers to settle their tax debt for less than the full amount owed. It provides relief from unpaid and accumulating tax bills and halts aggressive collection actions. It’s a valuable option for those who are struggling to pay their taxes in full, whether due to financial hardship or other reasons.
The Internal Revenue Service has revised its system of offers in compromise. Those changes have increased the probability of a successful offer in compromise. Practitioners must comply complex rules for settlement of outstanding tax obligations but with an understanding of the new rules you can substantially reduce many tax obligations.
Session Highlights:
- Understand the IRS Evaluation Process
- Common Traits of Successful OIC Cases
- The Process of Applying for an Offer in Compromise
- Who Qualifies for an OIC?
- Techniques for Valuing Assets
- Maximizing IRS Allowable Expense Standards
- Effective Tax Administration Offers
- Reducing Hassles From Campus OIC Functionaries
- Alternatives to Avoid the 20% Down payment
- Case Studies and Live Q&A session
Also Includes:
- Case Studies and Live Q&A session with speaker
- PowerPoint presentation for reference
Who Will Benefit:
- CPAs
- Enrolled agents
- Finance and accounting professionals
- Tax professionals
- Law firms dealing with tax issues
- Profit businesses involved in joint ventures with non-profit organizations
- Tax attorneys
- Other Tax Preparers
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.
Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.
