IRS Enforcement is the cornerstone of our voluntary tax system, just in case people really think its voluntary! This special workshop will walk you through the mechanics of tax liens and tax levies, and through case studies explain how to save your clients, resolve their issues and make a lot of money doing it. With 15 million taxpayers in the collection division’s inventory, and another 10 million non-filers BEFORE the COVID-19 pandemic began, the need for trained representatives to help taxpayers is going to explode.
This special workshop will include the following:
Tax Lien Mechanics
Discharging Assets from a Tax Lien
Getting the IRS to Subordinate its Tax Lien
Requesting and Getting Liens Withdrawn
Tax Levy Mechanics
How to Help Client’s Avoid Tax Levies
Having Levies Released
Disqualified Employment Tax Levies
Case Studies with Completed Forms
Checklists for Tax Liens and Tax Levies
Marketing: How to Find Clients
The workshop will include detailed case studies, including all of the necessary forms and letters. Attendees will receive checklists, sample letters, and tons of exhibits that they can use right in their own practice.
Explain the IRS Collection process
Identify opportunities to help taxpayers resolve their outstanding tax debts
Describe how tax liens work and options for removing them
Explain the mechanics of a tax levy
Identify what is required for tax compliance
Explain the options for having a tax lien subordinated to another creditor
Describe how disqualified employment tax levies work and when the IRS utilizes them
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
- Explain the IRS Collection process
- Identify opportunities to help taxpayers resolve their outstanding tax debts
- Describe how tax liens work and options for removing them
- Explain the mechanics of a tax levy
- Identify what is required for tax compliance
- Explain the options for having a tax lien subordinated to another creditor
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Tax
CPE: 4 hours
IRS CE: 4 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00226-22-O
Title: Tax Liens and Tax Levies Workshop: How to Navigate IRS Enforcement
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (firstname.lastname@example.org or by phone (203-285-8545) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to Nicole Golino at email@example.com or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 8 CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour