Tips for Preparing an OIC

5 (1 vote)

Earn 1 CE Federal Tax with Jessie Seaman, Esq., EA
April 4, 2019 from 3:00 pm - 4:00 pm ET

Live Online IRS Program Number: X9QQU-T-00562-19-O 
Self-Study IRS Program Number: X9QQU-T-00562-19-S

Member: $40 Non-Member: $50

This instructor-led seminar will provide the latest information on requesting Offers in Compromise (OIC), Doubt as to Collectability.   This course will educate a practitioner on the financial analysis that accompanies OICs, including reviewing the income, expenses, debts, investments, cash, assets, including dissipated assets and future income, to determine the potential of collection. Attendees will know how to prepare the required forms and necessary substantiation to effectively illustrate that the taxpayer(s) cannot fully pay the liabilities within the CSEDs or a reasonable amount of time.

Learning objectives:
Upon completion of this course, you will be able to:

  • Prepare the required IRS forms to submit an Offer in Compromise, Doubt as to Collectability.
  • Analyze a client’s income, assets, and liabilities to calculate an acceptable offer.
  • Determine a client’s future earning potential.
  • Identify when the IRS will claim a client intentionally dissipated assets.
  • Instruct clients how to remain compliant throughout the OIC process, and for the next five years if accepted.

Jessie Seaman, Esq., EA

Jessie Seaman, Esq., EA, is a member of NAEA, completing course work for NTPI Fellowship, Florida Bar, Tax Section, and Northeast Florida Enrolled Agent’s Society. She has served as an adjunct professor teaching various courses including Business Law, State and Local Taxation, Contemporary Business Ethics, and an exam preparation class for the Enrolled Agents Examination. Jessie has a passion for tax controversy work because it is ever-evolving, applicable to all, and in many cases unfairly enforced. 

  • Be sure to take both parts of the system test, specifically the Sound and Video tests. Go to:
  • Your browser must support HTML-5. To detect your browser version, go to
  • We recommend the following computer operating systems and browsers:
    • Internet Explorer 12 or greater
    • iOS 10 or greater
    • Safari 10 or greater
    • Edge 14 or greater
    • Firefox 52 or greater
    • Chrome 60 or greater
    • Mac OS X 10.9 or later
    • Windows 7 or later
  • We DO NOT RECOMMEND using Internet Explorer 11 when using Windows 7 since that browser does not support HTML 5. We suggest Firefox or Chrome. 
  • If on WiFi use a hard-wired Ethernet connection. 
  • For optimal viewing, please join on a laptop or desktop computer.
  • Communications from NAEA

    Upon registration, you will receive the following four (or possibly five, if you did not attend the live webinar) e-mails from NAEA's e-learning partner, Commpartners, sent with a subject line: NAEA webinar: <insert course title>

    • Registration confirmation
    • Instructions on how to access the webinar, handouts, quiz and evaluation.
    • Live webinar reminder
    • When webinar recording is ready
    • User did not attend the live webinar

    A list of frequently asked questions is available here.