Mastering Revenue Officer Negotiations: Proven Strategies for Successful Resolutions
From: $179.00
Date: November 12th , 2025
Time: 1pm ET | 12pm CT | 11am MT | 10am PT
Duration: 120 Minutes
Description:
Ready to elevate your collections expertise and confidently handle complex negotiations with Revenue Officers?
Join us for an engaging Continuing Education (CE) Tax Webinar designed to advance your understanding of medium-level collections and refine your conflict-resolution skills during negotiations.
In this dynamic session, you’ll explore the art and strategy of working effectively with a Revenue Officer in representation cases. Learn how to structure payment plans that stand up to scrutiny, address and resolve disputes, and navigate challenging interactions with professionalism and success.
We’ll also guide you through the appeals process, showing you when and how to file a Collection Appeals Program (CAP) or Collection Due Process (CDP) appeal to challenge an RO’s determination. Real-world case studies will bring these strategies to life, offering practical insights and actionable solutions you can use immediately in your practice.
Topics Covered:
Key Collection Terms & Definitions.
Working with Revenue Officers: Procedures and Case Studies.
Taxpayer Bill of Rights.
IRM Regulations on Seizure Actions and Appeals.
Contact Procedures and Proper Documentation.
Collection Appeals Program (CAP) Overview.
Learning Objectives
Recognize key strategies for effective negotiation with a Revenue Officer (RO) in representation cases.
Identify the proper steps and considerations for establishing payment plans as a resolution with an RO.
Apply proven techniques to address and resolve disagreements with a Revenue Officer during negotiations.
Understand the appeals process and outline the steps required to challenge an RO’s rejection of a resolution.
Implement practical tips and best practices drawn from real-life case studies to strengthen medium-level collection skills.
Credits and Other information:
Recommended CPE credit – 2.0
Recommended field of study – Taxes
Session Prerequisites and preparation: None
Session learning level: Update
Location: Virtual/Online
Delivery method: Group Internet Based
Attendance Requirement: Yes
Session Duration: 120 minutes
Who Will Benefit:
CPA
Enrolled Agents (EAs)
Tax Professionals
Attorneys
Other Tax Preparers
Finance professionals
Financial planners
About Our Speaker
Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.
As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA’s, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society’s Annual Convention(s). He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.
