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Navigating IRS Collections: Overview of Form 433 & OIC

 Various
 
2.0
Registration is Open
Price
$89.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Thu, 07/17/2025 from 9:00 am to 11:00 am
 Mon, 08/04/2025 from 11:30 am to 1:30 pm
 Tue, 09/16/2025 from 11:00 am to 1:00 pm
 Fri, 10/17/2025 from 11:00 am to 1:00 pm
 Sat, 11/29/2025 from 10:00 am to 12:00 pm
 Mon, 12/22/2025 from 12:00 pm to 2:00 pm
 Mon, 01/26/2026 from 11:30 am to 1:30 pm
 Thu, 02/12/2026 from 1:30 pm to 3:30 pm
 Sat, 03/14/2026 from 11:30 am to 1:30 pm
 Fri, 04/17/2026 from 2:00 pm to 4:00 pm
Designed For:

CPAs, EAs, Tax Professionals, Financial Planners, Investment Advisors, Attorneys, Tax Professionals advising clients on IRS collections and resolving tax liabilities

Prerequisite:

None

This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms.This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Intermediate

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by CPA Crossings.

Objectives

After attending this presentation, you will be able to...

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

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) 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: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.