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Course participants learn more about the 433 Series Collection Information forms and the national standards that govern them. The course also addresses client expense planning to ensure the best deal possible. This course will cover the following topics:

  • Compliance
  • Which Form?
  • National Standards
  • 433F
  • 433A
  • 433B
  • Gathering Documentation
  • Timing & Strategy

Learning Objectives

  • Discover what is the compliance
  • Identify National Standards
  • Identify 433F, 433A, 433B
  • Explore how to gather documentation
  • Recognize timing & strategy
Last updated/reviewed: June 22, 2021

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certificate

  1. IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
  2. IRS Representation Series - Getting Organized to Resolve Collection Issues
  3. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
  4. IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  5. IRS Representation Series - Winning the 1040 Audit
  6. IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
  7. IRS Representation Series - When Collections and Audits Fail
  8. IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
  9. IRS Representation Series - Conflicts of Interest
  10. IRS Representation Series - Circular 230 Ethics and Updates

Prerequisites

Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  2:12Introduction to Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  12:33Offers in Compromise (OICs) and Compliance
  10:29Payment Strategy and Form 433 Tools
  13:50Tricks to Filing in 433 Forms
  11:56Six Year Rule for Repayment of Tax Liability and Practice Tips
  15:34433 A-Assets
  11:41433A-Income and Expenses
  15:10Gathering Documentation
  12:23Timing and Strategy
CONTINUOUS PLAY
  1:45:27IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
SUPPORTING MATERIAL
  PDFSlides: IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  PDFIRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM