November 12, 2026


Webcast Replay


2 CPE Credits

Navigating IRS Collections: Overview of Form 433 and Offer in Compromise

November 12, 2026
Webcast Replay
2 CPE Credits

Navigating IRS Collections: Overview of Form 433 and Offer in Compromise

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    Instructor

    Mary Jane
    Hourani

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Learning Objectives

At the end of this course, 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 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 Credits
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • 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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