The Ultimate IRS Offer-in-Compromise Workshop: Billing Notice to Acceptance Letter


CLE credits earned: 4 GENERAL Credits (WA 4 Law and Legal)

Join us for this very special workshop where Tax Attorney and National Speaker Eric Green will walk you through how to file an Offer-in-Compromise that gets accepted. Given the current economic uncertainty there has never been a better time to add this specialized and highly sought-after service to your current practice. With 15 million taxpayers in the collection division’s inventory, and another 7 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

•  A review of the Offer-in-Compromise program,
•  An in-depth analysis of the 4 different types of Offers and when to use each,
•  How Reasonable Collection Potential is calculated by the IRS,
•  How to find clients,
•  Strategies you can employ to help your taxpayer resolve their issue quickly and efficiently.

Date / Time: March 11, 2021

•  1:00 pm – 5:00 pm Eastern
•  12:00 pm – 4:00 pm Central
•  11:00 am – 3:00 pm Mountain
•  10:00 am – 2:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 5 business days after the original recording date and are view-able for up to one year.

Select your state to see if this class is approved for CLE credit.

Choose the format you want.


Original Broadcast Date: June 26, 2020

Eric L. Green | Denton Litigation and Dispute Resolution

The focus of Attorney Eric L. Green’s practice is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. He is a frequent lecturer on tax topics, including estate planning, and handling tax audits and tax controversies. Eric runs a weekly podcast found in iTunes called Tax Rep Network, and is the author of The Accountant’s Guide to IRS Collection and The Accountant’s Guide to Resolving Tax Debts: Offers-in-Compromise, Installment Agreements & Uncollectable Status.  Eric is the creator, author and lecturer for the National Association of Tax Professionals Program in IRS Representation, which trains other professionals to handle IRS matters on behalf of clients.  Mr. Green is a columnist for Forbes and CCH’s Journal of Tax Practice & Procedure.
Illustrative Client Cases include the following:
• Successfully represented taxpayers under criminal investigation, convincing IRS criminal Investigations to drop the case against the target taxpayers.
• Successfully represented a very large closely held business owner, ultimately working out a resolution with the IRS and New York State and having the IRS and New York state abate nearly $15 million in tax penalties
• Compromising a $1.1 million tax debt owed to the State of Connecticut for $50,000
• Compromising numerous federal tax debts with the IRS to allow taxpayers a fresh start from their previous tax nightmare
• Successfully resolving an outstanding federal tax debt of over $500,000 through an effective tax administration offer that allowed the taxpayer to keep much of his inheritance
• Obtaining innocent spouse treatment for the wife of a business owner, avoiding $400,000 in taxes owed by the husband’s business
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.

Attorney Green has served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low-income taxpayer clinic.  Prior to practicing law, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche. Attorney Green’s commitment to professional excellence is demonstrated by his involvement in numerous professional organizations. He is a past Chair of the American Bar Association’s Closely Held Businesses Committee and has served as the chairman of the subcommittees on Business Succession Planning and Estate Planning. Attorney Green is a past Chair of the Connecticut Bar Association’s Tax Section and is a Member of its Estate & Probate Section. Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor. Self-nomination is not permitted. Each nominee must satisfy the established criteria and pass a rigorous screening process before he or she becomes a Fellow. Attorney Green is admitted to practice in New York, Connecticut and Massachusetts and is a member of the United States Tax Court Bar. Attorney Green is also a member of the Connecticut and Massachusetts Bar Associations, as well as the American Bar Association. Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Master of Laws in Taxation from Boston University School of Law.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states except, ME, VA, and WV. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

    Automatic MCLE Approvals

All myLawCLE CLE programs are accredited automatically either directly or via reciprocity in the following states: AK, AR, CA, CT, FL, HI, ME, MO, MT, ND, NH, NM, NJ, NY, and VT. (AZ does not approve CLE programs, but accepts our certificates for CLE credit.)

    Live Video Broadcasts

Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

    “Live” Re-Broadcasts

“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, and NY. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

I. Explain how payroll taxes work 1:00-1:40
II. Identify issues that create personal liability for unpaid payroll taxes 1:40-2:20
III. Describe how the IRS assesses liabilities against the company 2:20-3:00
IV. Explain the options for the company to resolve its payroll tax liability 3:00-3:40
V. Explain how personal liability for the unpaid trust funds works 3:40-4:20
VI. Describe the options for a responsible person to resolve their trust fund penalty liability 4:20-5:00