Date : September 11th, 2026

Time: 12pmET | 11am CT | 10am MT | 9am PT

Duration: 300 Minutes

Description:

This course offers a comprehensive overview of client representation in tax resolution, covering critical areas such as responding to IRS notices, negotiating Installment Agreements, securing Offers in Compromise (OIC), and navigating the full spectrum of collection alternatives.

Participants will learn strategies to help clients resolve serious tax debt and regain financial stability. The course will examine the different types of Installment Agreements, including a deep dive into Partial Pay Installment Agreements and Currently Not Collectible (CNC) status.

We’ll also explore the various types of Offers in Compromise, with a primary focus on the Doubt as to Collectability program. You’ll gain insight into how to calculate a realistic offer amount, what payment options are available, and what the IRS is likely to accept.

Additionally, the course will address how to maintain client compliance throughout these programs and the impact of these resolutions on the statute of limitations for collections.

By the end, you’ll be equipped with practical tools and knowledge to guide clients through the IRS maze and deliver meaningful, lasting resolutions to their tax issues.

Topics Covered

• Engagement Letters.
• Conflicts of Interest.
• Payment Alternatives.
• Installment Agreements.
• Offer in Compromise.
• IRS Transcripts.

Learning Objectives

• State an overview of Representation.
• Explain the Taxpayers Bill of Rights.
• Describe the Statutes.
• Explain Installment Agreements.
• Describe Offer in Compromises.

Credits and Other information:

• Recommended CPE credit – 5.0
• 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: 300 Minutes

Who Will Benefit:

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

About Our Speaker :

Marc J Dombrowski, EA

Marc Dombrowski, EA, is a tax resolution specialist who helps individuals and businesses resolve serious IRS and state tax problems. He focuses on IRS/State collections cases, negotiating settlements with the IRS, obtaining tax lien releases, and defending against corporate officer assessments.

Licensed as an IRS Enrolled Agent, Marc is authorized to represent taxpayers before the IRS in all 50 states. Since 1994, he has trained other tax professionals on advanced collection and resolution strategies as a Level I–III and Graduate Level instructor with the National Tax Practice Institute.

A frequent speaker at state and national events, Marc has presented for the New York, California, Florida, Missouri, New Jersey, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England, Utah, and Ohio EA societies, as well as for the National Association of Tax Practitioners. He has also contributed to CNBC, the National Association of Enrolled Agents’ EA Journal, and the Wall Street Journal.