Date: April 30th , 2026

Time: 1pm ET | 12pm CT | 11am MT | 10m PT

Duration: 120 minutes

Description:

Mastering the Offer in Compromise (OIC) process is critical for tax professionals handling IRS tax debt resolution cases. With evolving IRS guidelines and strict evaluation criteria, submitting a successful OIC requires both technical expertise and strategic planning.

This CPE course is designed to simplify the complexities of the IRS Offer in Compromise program by providing actionable insights and proven strategies. Participants will learn how to prepare, evaluate, and submit effective OIC applications that improve acceptance rates and minimize costly errors.

The course covers key components of the OIC process, including accurate financial analysis, calculation of Reasonable Collection Potential (RCP), and the impact of IRS policy updates on refund offsets and hardship relief. By combining theory with practical case studies, this training equips professionals to confidently navigate IRS negotiations and achieve optimal tax resolution outcomes.

Key Topics Covered:

• Offer in Compromise (OIC) calculation methods.
• Reasonable Collection Potential (RCP) analysis.
• Phantom income challenges in tax resolution.
• Importance of accurate OIC documentation.
• IRS OIC submission timelines and processing.
• Proven tax debt resolution strategies.

Learning Objectives

• Identify key documentation required for a successful Offer in Compromise submission.
• Analyze real-world case studies to explore various tax resolution strategies.
• Assess how personal circumstances affect OIC eligibility and outcomes.
• Understand IRS timelines, procedures, and processing for OIC cases.
• Develop effective strategies for handling denied or returned OIC submissions credits.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Join us as we reveal essential tips and best practices to enhance your clients’ chances of securing a successful OIC. Attendees will walk away with actionable insights on completing Form 433-A OIC and managing client expectations throughout the entire process.

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Marc Dombrowski , EA

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.

As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA’s, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society’s Annual Convention(s).