Offers in Compromise-Settle Tax Debts for Less Than What is Owed
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Speaker : CHARLES K. MONTECINO
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When : Friday, May 09, 2025
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Time : 01 : 00 PM EST
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Charles K. Montecino, CPA, CTRS
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 is also a CGMA,
Chartered Global Management Accountant. He serves on the Cooperation
with IRS Committee and the Cannabis Special Interest Group with the New
Jersey Society of CPAs. He is a member of the American Institute of
CPAs, New Jersey Society of CPAs, and The American Society of Tax
Problem Solvers.
In this webinar, you’ll learn:
- How to calculate an acceptable Offer amount?
- How to recognize when a client qualifies?
- How to complete the necessary forms?
- How to qualify someone that does not qualify to have an acceptable offer?
- How to appeal it when they unjustly deny the Offer filing?
- The difference between the three types of Offers in Compromise and how to prepare and file each one
- Effective Tax Administration
- Doubt as to Liability
- Doubt as to Collectability
Who Should Attend
Certified Public Accountants, Enrolled Agents, and Attorneys that want to ensure their clients pay only what they are required by utilizing the Offer in Compromise program.
Why Should You Attend
What do you do when you have a client that owes the IRS so much money they will never pay it? Do you throw up your hands and give up? Do you send them to another professional? At a time when they don’t have anybody to turn to, they turn to you. If you can’t help them, what do they do? They find somebody else, and you just lost a client. You might lose more clients when the word gets out that you could not help them.
There are tens of thousands of taxpayers that owe a Federal tax balance they will never be able to pay. Many of them have a current monthly installment payment of a nominal amount. That payment doesn’t even cover the interest each month. Every month, they owe more than the month before. They don’t have sufficient income or assets to pay the tax balance due. They usually don’t even have enough cash flow to meet their necessary living expenses. In this course, you will learn how to help them get this albatross off their backs. It’s called an Offer in Compromise. There are very precise rules that must be followed for it to work. When done correctly, the client pays what they can afford, and the balance goes away forever. You will be a hero to the client, have a client for life, and they will sing your praises forever. You will be a miracle worker. Just by knowing how to do your job.
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$200.00
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