Course participants learn more about the 433 Series Collection Information forms and the national standards that govern them. The course also addresses client expense planning to ensure the best deal possible. This course will cover the following topics:
- Compliance
- Which Form?
- National Standards
- 433F
- 433A
- 433B
- Gathering Documentation
- Timing & Strategy
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Discover what is the compliance
- Identify National Standards
- Identify 433F, 433A, 433B
- Explore how to gather documentation
- Recognize timing & strategy
Last updated/reviewed: March 25, 2024
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Eva Rosenberg
EA, CTC, CTRS
INTRODUCTION AND OVERVIEW
- Introduction to Tips and Tricks for the 433s Needed to Secure an Offer in Compromise 2:22
- Offers in Compromise (OICs) and Compliance 11:43
- Payment Strategy and Form 433 Tools 10:27
- Tricks to Filing in 433 Forms 13:46
- Six Year Rule for Repayment of Tax Liability and Practice Tips 11:54
- 433 A-Assets 15:32
- 433A-Income and Expenses 11:26
- Gathering Documentation 15:16
- Timing and Strategy 11:26
CONTINUOUS PLAY
- IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise 1:43:52
SUPPORTING MATERIALS
- Slides: IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise CRDOWNLOAD
- IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise Glossary/ Index PDF
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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