NATIONAL TAX RESOLUTION WORKSHOP!
Are you a tax professional seeking to expand your expertise and provide better solutions for your clients? Don’t miss out on this incredible opportunity! Digital Tax Workshops is thrilled to present a comprehensive workshop on preparing IRS Form OIC (Offer in Compromise). Spaces are limited, so secure your spot today!
PRESENTS
DIANE BAROCIO "IRS CERTIFIED INSTRUCTOR
We are honored to introduce Diane Barocio, our esteemed speaker who brings a wealth of knowledge and practical insights gained from her impressive 33-year career as an IRS collection manager and instructor at the OIC Unit in the Memphis campus IRS office. Diane’s expertise lies in field collection work, particularly in offer in compromise cases. Her remarkable experience and dedication make her an invaluable resource for anyone seeking guidance in the realm of tax collection.
What to Expect:
✅ Advanced insights from an experienced IRS collection manager
✅ Hands-on workshop to master the intricacies of completing the IRS Form OIC
✅ Proven negotiation strategies for successful OIC submissions
✅ Best practices for maximizing your clients’ chances of acceptance
✅ Q&A session to address your specific questions and scenarios
✅ Insight into the Internal Revenue Manual and how it impacts the OIC process
✅ Typical IRS instructions
✅ After the workshop you can complete your Offer in Compromise
Objectives
1.- Master the OIC Landscape: Gain a comprehensive overview of the Offer in Compromise program. Dive
into the intricacies of tax settlement options and understand how the OIC can become your pathway to
financial relief.
2.- Navigate Initial Processing and Processability: Discover the centralized procedures for the initial
processing of OIC applications. Learn how to determine the processability of your offer, ensuring you
meet the essential filing and payment requirements.
3.- Unlock Transfers, Perfection, and Case Building: Unravel the art of transferring OIC cases between IRS
offices and perfecting your application. Explore the critical steps involved in building a compelling case
file that showcases your financial situation accurately.
4.- Unveil the Secrets of Investigation: Delve into the investigative steps necessary to verify the accuracy
and completeness of your OIC application. Uncover the techniques employed by IRS employees to
evaluate the information provided.
5.- Master Financial Analysis: Develop the skills to conduct a comprehensive financial analysis. Evaluate
your ability to pay by carefully examining your income, expenses, and asset equity. Gain insights into
presenting a persuasive case that reflects your true financial circumstances.
6.- Harness the Power of Collateral Agreements: Explore the world of collateral agreements within the
OIC process. Understand their significance and discover how they can contribute to the successful
resolution of your tax debt.
7.- Decode Return, Terminate, Withdraw, and Reject Processing: Learn about the procedures involved in
processing OIC cases that are returned, terminated, withdrawn, or rejected. Gain insights into the
reasons behind these outcomes and understand how to navigate potential challenges.
8.- Master Acceptance Processing: Unlock the key steps in processing OIC cases that have been accepted.
Discover how to finalize the acceptance and implement the terms of your offer for a successful
resolution.
9.- Take Action on Post-Accepted Offers: Once your OIC has been accepted, the journey continues. Learn
the crucial actions to be taken post-acceptance, including monitoring compliance with offer terms and
addressing any changes in your financial situation.
10.- Conquer Special Case Processing: Gain confidence in handling special circumstances that may arise
during the OIC process. Explore scenarios such as bankruptcy, imminent collection actions, or cases
involving deceased taxpayers. Equip yourself with the knowledge to navigate these unique challenges.
11.- Experience Effective Tax Administration: Understand the grounds on which an OIC can be accepted
based on "effective tax administration." Uncover situations where collection of the full tax debt may
cause economic hardship or be deemed unfair and inequitable.
12.- Leverage Independent Administrative Review: Discover your right to request an independent
administrative review if your OIC is rejected. Uncover the process that allows your case to be reviewed
by an independent IRS employee, providing an additional opportunity for a fair evaluation.
SPONSORS
