Tax

4.57

IRS Offer in Compromise

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
OnDemand
1 hours 28 minutes
Ashley McClure
With Ashley S. McClure from Osterbrock & Associates, LLC
Recorded October 08, 2024
Product ID 99234

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Overview

Add a Valuable Tool to Your Legal Skill Set!

One of the effective yet underutilized ways to help clients settle outstanding tax debts is the IRS Offer in Compromise (OIC) program. This focused legal briefing will lay out eligibility requirements, types of OICs, application process, and the decision-making that will need to go into determining whether your client should pursue this solution. Experienced tax attorney faculty will go over the basic tool, tactics, and challenges of the process and show you how to use IRS Form 656. Build your skills - register today!

  • Master the OIC process: learn the eligibility criteria, qualification factors, and application procedures for successful OIC submissions.
  • Navigate common scenarios: explore approaches for assessing OIC feasibility in various client situations.
  • Understand the tax consequences of OICs.
  • Develop strategies to negotiate favorable OIC settlements for your clients.

Abbreviated Agenda

  1. Overview of IRS Offer in Compromise (OIC) Program
  2. Eligibility and Qualification for OIC, Types of OICs, Pre-Qualification Process and Tools
  3. OIC Application Process and Procedures (With Form 656 Review)
  4. How RCP (Reasonable Collection Potential) is Determined
  5. Negotiation Strategies and Common Challenges

Related Topics

Product ID 99234

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Upon Request 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Tennessee CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. IRS Offer in Compromise

    1. Overview of IRS Offer in Compromise (OIC) Program
    2. Eligibility and Qualification for OIC, Types of OICs, Pre-Qualification Process and Tools
    3. OIC Application Process and Procedures (With Form 656 Review)
    4. How RCP (Reasonable Collection Potential) is Determined
    5. Negotiation Strategies and Common Challenges

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, and paralegals will also benefit.

Speakers

Ashley S McClure
Ashley S.
McClure
Osterbrock & Associates, LLC
Speaker bio
Ashley S McClure

Ashley S. McClure

Osterbrock & Associates, LLC
Ashley McClure

is an attorney with Osterbrock & Associates, LLC. She focuses her practice on state and federal tax controversies and tax litigation. Prior to joining the firm, Ms. McClure was a member of the tax litigation practice at an AmLaw 100 firm. In law school, she was a graduate research assistant in the Philip C. Cook Low-Income Taxpayer Clinic. Ms. McClure earned her B.S. degree from Kennesaw State University and her J.D. degree from Georgia State University College of Law. She is on the Best Lawyers in America Ones to Watch, 2024, Tax Law. Ms. McClure is a member of the Taxation Law Section, State Bar of Georgia; and secretary, Tax Law Section, Atlanta Bar Association.

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