Submitting a Tax Resolution Offer-in-Compromise: Various offers, calculating reasonable collection potential, and practitioner’s checklist

Eric L. Green
Eric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York.

Live Video-Broadcast: September 19, 2024
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2 hour CLE
Tuition: $195
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Program Summary

Join us as we walk you through how to do an Offer-in-Compromise that gets accepted, including the various forms of Offers, when to utilize each, and how to calculate Reasonable Collection Potential like the IRS. This program includes case studies and a checklist so practitioners can follow-along and learn exactly what to do to become a tax resolution master.

Key topics to be discussed:

  • Identify what different types of Offers exist
  • Explain how to select one type of Offer over another
  • Describe how the IRS evaluates Offers and Reasonable Collection Potential
  • Explain what strategies exist to help your client file an Offer with the greatest chance of success
  • Understand what to do when the client defaults on his or her Offer

Date / Time: September 19, 2024

  • 3:00 pm – 5:10 pm Eastern
  • 2:00 pm – 4:10 pm Central
  • 1:00 pm – 3:10 pm Mountain
  • 12:00 pm – 2:10 pm Pacific

Closed-captioning available

Speakers

Eric-L.-Green_Green-&-Sklarz-LLC_myLawCLEEric L. Green | Green & Sklarz, LLC.

Eric is a managing partner in Green & Sklarz LLC, a boutique tax firm with offices in Connecticut and New York. The focus of Attorney Eric L. Green’s practice is civil and criminal taxpayer representation before the Department of Justice Tax Division, Internal Revenue Service and state Departments of Revenue Services. He is a frequent lecturer on tax topics for many national organizations, including Insightful Accountant, CCH, the NAEA, the NATP, the ABA Tax Section and the Connecticut Society of CPAs. Attorney Green has served as adjunct faculty at the University of Connecticut School of Law. He was the author and lecturer of the University of Connecticut School of Business IRS Representation Certificate Program, and has served as a columnist for CCH’s Journal of Practice & Procedure. He is the founder of Tax Rep LLC which coaches accountants and attorneys on building their own IRS Representation practices, and is the host of the weekly Tax Rep Network Podcast.

Mr. Green is the author of The Accountant’s Guide to IRS Collection, The Accountant’s Guide to Resolving Tax Debts, The Accountant’s Guide to Resolving Payroll Tax Debts and The Insider’s Guide to Offers-in-Compromise.

Agenda

I. Identify what different types of Offers exist | 3:00pm – 3:20pm

II. Explain how to select one type of Offer over another | 3:20pm – 3:40pm

III. Describe how the IRS evaluates Offers and Reasonable Collection Potential | 3:40pm – 4:00pm

Break | 4:00pm – 4:10pm

IV. Explain what strategies exist to help your client file an Offer with the greatest chance of success | 4:10pm – 4:40pm

V. Understand what to do when the client defaults on his or her Offer | 4:40pm – 5:10pm

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