November 20, 2026


Live Webcast


NASBA 4

Mastering the Offer in Compromise: Strategies for Preparation and Negotiation Webcast

November 20, 2026
Live Webcast
NASBA 4
  • View Bio

    Instructor

    Michael
    Frost

    View Bio

Learning 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

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

CPE Credits Available

NASBA 4
2
Taxation (NYSED) (Taxation) - NASBA
2
Taxes (NASBA) (Taxation) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Accounting and finance professionals looking for the latest information on filing and negotiating offers in compromise

Provider

Surgent McCoy CPE LLC

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