IRS Updates and Offers in Compromise (San Bernardino)

When:  Dec 13, 2023 from 05:30 PM to 09:00 PM (PT)

Program Overview

December 13, 2023| 5:30 pm - 9:00 pm, Pacific |In person

Hosted by Inland Empire

Speaker   Lisa Hamilton


This course will cover updates to IRS systems, online accounts, and how Practitioners can best assist their clients. Did you know that Online Payment Agreements can be used to apply for an Installment Agreement for balances up to $50,000? 

For those Taxpayers struggling to meet their tax obligations through other payment arrangements, we will share updates and also discuss online access to submit an Offer in Compromise. Certain taxpayers qualify to settle their tax liabilities for less than the total amount they owe by submitting an Offer in Compromise. To help determine their eligibility, we will go over how to use the Offer in Compromise Pre-Qualifier tool. Taxpayers can use this tool to see if they may be eligible for an offer in compromise (OIC) by entering relevant financial information and tax filing status to calculate a preliminary offer amount. We will discuss how the IRS makes their final decision based on a completed OIC application and their associated investigation. We will also discuss what to include with a valid Offer in Compromise application in order to have the best chance at acceptance.

  Learning Objectives

1) Describe how to use Online Payment Agreements
2) List the latest updates to IRS systems.
3) Explain how to use the Offer in Compromise Pre-Qualifier tool.
4) Describe the information needed to submit a complete OIC application that the IRS could accept.

Learning Level    Basic

Prerequisites & Advance Preparation

Continuing Education

IRS:  2 hours Fed Tax Topics  |   CTEC:  2 hours Fed Tax Topics   |   CA Bar:  1.75 hours Taxation Law |  CPA CA:   2 hours Taxes


Member: $50 | Non-Member: $65

In-Person Details

DoubleTree by Hilton Hotel San Bernardino
285 E Hospitality Ln, San Bernardino, CA 92408
(Registration at the door is permitted but meals will be limited to availability if not pre-registered)


  • 5:30 - 6:00 PM: Meet & greet
  • 6:00 - 7:00 PM: Dinner (plated dinner including dessert; attendees may request vegetarian entrée).
  • 7:00 - 9:00 PM: Presentation 

Cancellation/Refund Policies

Please contact the host Chapter at for refund/cancellation policies related to this event.


DoubleTree by Hilton Hotel San Bernardino
285 E Hospitality Ln