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Canopylogo Ea credits middle
Self-Study CPE
NUTS & BOLTS OF ORGANIZING AND OPERATING A SECTION 501(c)(3) NON-PROFIT
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FUNDAMENTALS OF NEGOTIATING COLLECTION ALTERNATIVES WITH THE IRS
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EVERYTHING YOU NEED TO KNOW ABOUT AUDITS OF ESTATE AND GIFT TAX RETURNS
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AUDITS OF CASH INTENSIVE BUSINESSES
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INCREASE BILLABLE HOURS WITH VALUE-ADD TAX PLANNING
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
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FEDERAL INCOME TAX CHANGES - 2017
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Canopy offercomp

OFFER IN COMPROMISE BASICS AND TECHNIQUES

Available Date(s)
Tuesday, April 24, 2018, 01:00PM EDT
Thursday, May 31, 2018, 01:00PM EDT

Cost Free   CPE Credits 1.0 hour    1 hour for EAs (Federal Tax Update)   Course Id# - HURS9-U-00080-16-O  Subject AreaTaxes  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent 
Series: Courses for Enrolled Agents 
Course Description

This course provides a rapid fire overview of the Offer in Compromise program for tax professionals representing taxpayers with unpaid federal tax obligations.

This course discusses the pros and cons of the Offer program, the qualifications for filing a processable Offer, and the three different types of Offers. We will discuss the two current OIC payment options available to taxpayers, the proper calculation of Reasonable Collection Potential.

This course will briefly cover IRS rules for processing Offer applications, how the Offer investigation process works, and some helpful tips for writing better Offers.

Learning Objectives

  • Financial analysis of IRS collection outcomes

  • Steps to take in seeking resolution for your clients

  • Options for resolution: Offer in Compromise, Payment Plan, Currently Not Collectible

  • IRS resolution process and workflow efficiencies​​

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Tanya has been an enrolled agent since 2006 and received a B.S. in accounting and a minor in business administration from Mesa State University. Tanya practices as a public accountant in the area of personal, business, and non-profit tax preparation, planning, and consulting. She is also a CTRS - Certified Tax Resolution Specialist. She has been practicing in accounting and taxation since 1994.

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Tyler Howes

Canopy
Executive
tyler.howes@canopytax.com
(855) 616-7305

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Handout Materials
Presentation Slides
Additional Materials
Practice Management & Tax Resolution Guide
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAwebengage, Inc. (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Canopylogo
Canopy is a simple yet robust tax resolution and practice management software. It introduces online client surveys for auto-population of IRS forms, smart tax analytics, a dynamic client portal, and more. Try out a modern, seamless workflow built specifically for tax professionals at canopytax.com.