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Offers in Compromise

This course offers professionals essential insights into the impact of aging demographics on financial services. Participants will explore the macr...

Event Overview

This course offers a fundamental exploration into the world of IRS Offers in Compromise, aimed at tax practitioners seeking to broaden their service offerings. It delivers practical insights into evaluating if and when an Offer in Compromise represents the optimal route for clients challenged by outstanding IRS debts. Financial professionals will delve into the essential criteria for taxpayer eligibility, discovering a clear path to assist clients in navigating this complex filing option.

Structured in an easy-to-follow format, this class provides the tools to assess a taxpayer’s position accurately, understand the requisite information for an Offer in Compromise, and handle the form preparation with confidence. With an array of sample forms and financial statements at hand, practitioners will leave the course equipped to effectively manage client consultations from start to finish, instilling a deepened confidence in their tax negotiation capabilities.

Event Sessions

Thursday, June 27, 2024
Day #1
Offers in Compromise
Taxes | 2 Credits
Charles Montecino
10:00 AM to 12:00 PM America/New_York

This course offers a fundamental exploration into the world of IRS Offers in Compromise, aimed at tax practitioners seeking to broaden their service offerings. It delivers practical insights into evaluating if and when an Offer in Compromise represents the optimal route for clients challenged by outstanding IRS debts. Financial professionals will delve into the essential criteria for taxpayer eligibility, discovering a clear path to assist clients in navigating this complex filing option.
Structured in an easy-to-follow format, this class provides the tools to assess a taxpayer’s position accurately, understand the requisite information for an Offer in Compromise, and handle the form preparation with confidence. With an array of sample forms and financial statements at hand, practitioners will leave the course equipped to effectively manage client consultations from start to finish, instilling a deepened confidence in their tax negotiation capabilities.

Session Description Read Less

Event Instructors

Charles Montecino

Sewell, NJ
Owner, Tax Problems Solved LLC

Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.
He is also known as “The Tax Problem Solver” because he solves tax problems!
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and Pennsylvania and is also is a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and the Pennsylvania Institute of CPAs and The American Society of Tax Problem Solvers.
He earned his accounting degree from Rutgers University. When he is not working, he enjoys watching the Philadelphia Phillies, Philadelphia Eagles and the Rutgers University football team. He also enjoys golfing, fishing, traveling, reading and spending time with his wife, children and grandchildren.

About Instructor Read Less