Workshops

Tax Liens & Tax Levies Workshop: How to Navigate IRS Enforcement

4 cpe credits

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  • Requesting and Getting Liens Withdrawn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.

Host a Workshop with Eric Green

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

Host a Workshop with Eric Green