May 14, 2025


Webcast Replay


2 CPE

Navigating IRS Collections Understanding Form 433 & Offer in Compromise

May 14, 2025
Webcast Replay
2 CPE

Navigating IRS Collections Understanding Form 433 & Offer in Compromise

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    Instructor

    Mary Jane
    Hourani

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Learning Objectives

  • 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 the information necessary to complete them.  
  • Evaluate the criteria for submitting an Offer in Compromise (OIC) and the process involved.  
  • Explain the different payment options available to taxpayers facing IRS collections.  
  • Determine how to advise clients on navigating the collection process and minimizing potential penalties.  

Major Topics

  • IRS collection process overview  Initial notice and subsequent notices  
  • Enforced collection actions: liens, levies, and wage garnishments  
  • Payment options and alternatives to enforced actions  Detailed review of Forms 433-A & 433-B  Offer in Compromise (OIC) program: qualifications and process 
  • Advising clients on compliance and payment options  

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Practitioners
  • Tax

Prerequisites

 Basic knowledge of IRS procedures and tax collection

Advanced Preparation

NONE

Intended Audience

CPAs, EAs, tax professionals  

Provider

Werner-Rocca

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