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Note: All dates and times displayed below are in Eastern Time.

February 01, 2019
3:00PM - 5:00PM ET


February 21, 2019
11:00AM - 1:00PM ET


February 25, 2019
11:00AM - 1:00PM ET



Course Description

The IRS has revised its system of offers in compromise. Those changes have increased the probability of a successful offer in compromise. Practitioners must comply complex rules for settlement of outstanding tax obligations, but with an understanding of the new rules, you can substantially reduce many tax obligations. This class will cover advanced techniques for offers in compromise including:

  • Techniques for valuing assets
  • Maximizing IRS allowable expense standards
  • Effective tax administration offers
  • Reducing hassles from campus OIC functionaries
  • Alternatives to avoid the 20% down payment


Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight.

Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the IRS Advisory Council (IRSAC), a group appointed by the IRS Commissioner.

Bob is the author of Representation Before the Collection Division of the IRS as well as the coauthor of Representing the Audited Taxpayer Before the IRS and Representation Before the United States Tax Court.

Course Specifics

Apr 24, 2018

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01274-18-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1221
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Cite the types of compromises
  • Identify the IRS criteria for evaluating offers in compromise
  • Identify the best way to avoid making a non-refundable 20% down payment
  • List the best ways to secure accepted offers in compromise

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