Installment Agreements & Offer in Compromise

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Includes a Live Event on 08/27/2019 at 2:00 PM (EDT)

Installment Agreement and OIC
Earn two CE Federal Tax with Alla J. "A.J." Reynolds. 
August 27, 2019, from 2:00 pm - 4:00 pm ET

Live Online IRS Program Number: X9QQU-T-00592-19-O
Self-Study IRS Program Number: X9QQU-T-00592-19-S

Member: $80                 Non-Member: $100

This webinar will be providing an all-purpose overview of the rules relating to the Offer in Compromise program and Installment Agreements. We will discuss the ease of implementing, types of installment agreements, including discussion on the Partial Pay Installment Agreements and Currently not Collectible status program.  Types of Offer in Compromise will be discussed, in addition to payment options and explaining how to calculate an amount that the IRS will agree to. What Income to include in the calculation and what deductions are allowed to offset this income. Also, dialogue on how to apply for and costs associated with Installment Agreements and Offers. Finally, we will discuss how to keep taxpayers in compliance with these programs and effects of the statute of limitations.

Learning Objectives:
Upon completion of the course, you should be able to:
  • Provide attendees with an overview of different types of Installment Agreements available with the Internal Revenue Service and how each program works.
  • How to ensure we get the best available option for our clients.
  • Discuss how and when to effectively use the Office in Compromise program.

Note: If you can't attend live, that's okay: go ahead and register and you will automatically receive the recording when it is sent out.

Allan J. "A.J." Reynolds

Allan J “A.J.” Reynolds, EA has immense experience in various areas in taxation, which encompasses over 30 years.  His practice centers on Individual, Business and Estate Tax preparation. In addition, A.J. specializes in IRS Audits, Appeals, Collections, and other Tax Representations.  His clientele ranges from the average worker to fortune 500 executives. He speaks for Basics + Beyond Income Tax Seminars, Center for Agriculture Law and Taxation of Iowa State University, NTI Resort Conferences, and NATP. A.J. started his tax career with a National CPA firm in San Diego, CA after proudly serving five years in the US Navy. 

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  • Communications from NAEA

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    A list of frequently asked questions is available here.