January 15, 2026


Vendor Webinar


2 CPE

Navigating IRS Collections: Understanding Form 433 & Offer in Compromise

January 15, 2026
Vendor Webinar
2 CPE

Navigating IRS Collections: Understanding Form 433 & Offer in Compromise

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.
  • Explain 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.
  • Understand the implications of different settlement strategies, including OIC and installment agreements.
  • Apply practical insights to real-world scenarios for resolving tax liabilities.

 

Major Topics

  • 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

CPE Credits Available

2 CPE
2
Taxation

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, EAs, and tax professionals advising clients on IRS collections and resolving tax liabilities

Provider

ACPEN

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