2023 September NTPI: Ask the Expert Panel
Course Description
This session will include two case studies, which will help you put into practice the knowledge gained regarding Offers in Compromise in Level 2. We will also discuss guidance released by the IRS related to OICs.
Learning Objectives
- Expand the knowledge from Level 2 on Offers in Compromise.
- Participate in two case studies to learn more about the Offer in Compromise process.
- Increase the skills used in representing taxpayers before the IRS.
*this course is FREE for NTPI Fellows!
Presenters
Clarice Landreth, Credentials
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Sarah Fields, EA, Tax Controversy Manager at Rosefelt Tax Law
Sarah Fields is an IRS Enrolled Agent and Tax Controversy Manager at Rosefelt Tax Law. The firm represents individuals and businesses with serious domestic and international tax and financial issues out of offices in Washington D.C. Metro area, Florida, and throughout the United States. Sarah has extensive experience in working with IRS and State tax controversy cases daily for clients and specializes in Collection matters.
Read her full bio here!
Sarah Fields is an IRS Enrolled Agent and Tax Controversy Manager at Rosefelt Tax Law. The firm represents individuals and businesses with serious domestic and international tax and financial issues out of offices in Washington D.C. Metro area, Florida, and throughout the United States. Sarah has extensive experience in working with IRS and State tax controversy cases daily for clients and specializes in Collection matters.
Read her full bio here!
Continuing Education
This course qualifies for IRS Continuing Education Hours & CTEC CE credits. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.