AAA-CPA Annual Meeting Webinar Series
Offer in Compromise and
Doubt as to Liability in OIC
Thursday, June 11, 2020
1:30 pm - 4:30 pm EDT
E. Martin Davidoff, Esq., CPA
Daniel S. Rosefelt, Esq., CPA
This comprehensive presentation takes participants on a hands-on journey through the entire IRS Offer in Compromise (“OIC”) process, including how to effectively complete the appropriate financial disclosure package for individuals (Form 433-A(OIC)) and Form 656.
The second portion of the presentation discusses the IRS doubt as to liability offer in compromise program (“DATL OIC”), which is distinct and separate from the IRS doubt as to collectability offer in compromise program (“DATC OIC”). The DATL OIC addresses situations where taxpayers need to dispute and correct erroneous IRS assessments.This presentation discusses the DATL OIC process, submission procedures, advantages over other methods of disputing IRS assessments, practical tips and how to complete IRS Form 656L
Date & Time
Webinar: Thursday, June 11, 2020
1:30 pm - 4:30 pm EDT (10 minute break planned after 100 minutes)
NASBA approved for 3.0 hours CPE credit, 3 hours (M)CLE
Listen Only: Free for AAA-CPA Members, $25 for Non-Members
Education Credit: $15 for AAA-CPA Members, $30 for Non-Members
About the Presenters
E. Martin Davidoff is the National Managing Partner - Tax Controversy Practice of Prager Metis CPAs, a member of Prager Metis International. Marty is a renowned expert in IRS and State tax controversy resolution as well as State and Federal income tax matters and Federal tax lien withdrawals. He has written over 30 articles on IRS representation in CPA Magazine and spoken on various tax issues on platforms including Fox News, WPIX and a number of radio shows. In addition, Marty is experienced in business start-ups, tax planning for both individuals and businesses, and the taxation of S-corporations and limited liability companies. Click here to read Marty's full biography.
Daniel S. Rosefelt is the principal of Rosefelt & Associates, Dual Licenses Attorney-CPAs with offices in Bethesda Maryland and Saint Petersburg Florida. His practice focus is tax controversy, insolvency and Bankruptcy and represents individuals and businesses with serious tax and financial problems. Dan has extensive experience in resolving significant tax problems for high income clients both with the IRS and by discharging taxes in bankruptcy. Dan's previous experiences include serving as an Adjunct Professor of Tax Law and Adjunct Professor of Legal Research & Writing at Stetson University College of Law, where he graduated cum laude, was a Legal Research and Writing Teaching Fellow and published member of Law Review. He holds a Bachelor of Business Administration in Accounting from the University of Wisconsin-Madison and is a licensed Certified Public Accountant in Florida and Maryland.
Delivery Method: Group-Internet Live
Program Level: Intermediate/Advanced
Prerequisites: Anyone who has an interest or background in taxes
Advanced Preparation: None
Who Should Attend? Attorneys, CPAs, Business Professionals
AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course.
The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.
*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to email@example.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.