Every tax practitioner will have clients that will at some time have the IRS file a lien or levy against them. 

You will need to know how to help your client navigate the ins and outs of the Internal Revenue Code and how to help them resolve the issue by paying a minimal amount based upon their ability to pay.

Without this knowledge your clients will find assistance elsewhere, resulting in the loss of the client.

Why Should you Attend?

When taxpayers are facing economic hardships, they often try to cope by leaving their tax debts unpaid, which results in clients facing IRS liens or levies. This program will explain the mechanics of the IRS enforcement tools, when each is utilized and what practitioners can do to assist their clients either avoid enforced collection or get relief when action is taken. The program will cover how to have tax levies released, discharging and subordinating tax liens, and explain nominee liens and transferee liability.

This workshop explains the mechanics of the IRS enforcement tools, when each is used and what practitioners can do to assist their clients to either avoid enforced collection or get relief when action is taken. We’ll also cover how to have tax levies released, discharging and subordinating tax liens, and explain nominee liens and transferee liability. Using a series of detailed case studies, we’ll provide examples to show you how to save your clients money, resolve their tax issues and make money doing it.

Learning objectives:

  • 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

Who should Attend?

CPAs, Enrolled agents, Attorneys, Finance professionals, Financial planners, Tax Professionals

This workshop includes detailed case studies, including the necessary forms and letters, presentation slides and access to the workshop recording. Attendees will receive checklists, sample letters and exhibits to use in their own practice. 

Credits and Other information :

  • IRS CPE Credits: 2.0 TAX
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS Course ID: DFFSC
  • Attendance Requirement: Yes
  • Session Duration: 120 Min
  • Case Studies and Live Q&A session with speaker

1. How can I register for this webinar/course?

Enroll now on Pioneer Educator. Explore a variety of webinars presented by industry experts. Choose either ‘live webinar’ or ‘on-demand’, and simply click ‘buy now’ to register

2. Is it possible to register someone else for this course? If so, how can I do that?

You can recommend Pioneer Educator to your friends and colleagues. Expand your professional network by getting them enrolled at pioneereducator.com today!

3. What is web download and transcript or On demand session?

 The web download grants access to the webinar recording, enabling you to receive a link to download and save it on your computer for convenient viewing, multiple times.

 The transcript offers comprehensive written material from the webinar, ensuring you have detailed documentation of the content presented.

 On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

4. Is there an opportunity to ask questions to the speaker during the session?

Each webinar wraps up with a Q&A session, giving you the opportunity to interact with industry experts and receive answers to all your queries.

5. We provide the following CE credits to the professionals on the approved courses.

  • IRS
  • HRCI
  • SHRM

6. When are the continuing education credits reported to the IRS, HRCI, SHRM and other regulatory bodies ?

Your educational credits will be reported to the appropriate licensing and regulatory bodies within 5-7 business days

7. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pioneereducator.com or contact our support team through live chat support.

8. How can I view /access the courses that I have registered for?

Upon registering for any of our webinars or products, you will receive webinar instructions 24 hours before the conference over the your registered mail id with us also check SPAM/JUNK folder. If you’ve not received the instructions, Please reach us at support@pioneereducator.com

9. How can I cancel my registration?

For registration cancellations, please reach out to us via email at support@pioneereducator.com. If you cancel your registration for a paid webinar, expect the refunded amount to be credited back to your payment method within 7 business days.

10. How can I download the learning materials/Handouts available for the webinars/Seminar?

Conference materials will be accessible 4 hours before the webinar begins. You can download them directly from the webinar page or by logging into your account

11. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM and Gotowebinar for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

12. I took a webinar, where is my certificate?

Your certificate will be sent to you via email within 3 working days after the webinar ends. Alternatively, you can log in to your account at www.pioneereducator.com to retrieve it. If you haven't received the email within this timeframe, please check your spam/junk folder. If you still can't find it, don't hesitate to contact us via email at support@pioneereducator.com or connect with us through the online chatroom.



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