Every tax practitioner will eventually encounter clients facing IRS liens or levies.

When that happens, your ability to guide them through the complexities of the Internal Revenue Code—and resolve their issue for the lowest amount legally allowable—becomes essential. Without this expertise, clients may seek help elsewhere, putting the relationship at risk.

Why Attend?

During times of financial strain, taxpayers often fall behind on their tax obligations, triggering IRS enforcement actions such as liens or levies. This workshop demystifies how these enforcement tools work, when the IRS uses them, and what practitioners can do to help clients avoid aggressive collection—or secure relief after action is taken.

You’ll learn how to release tax levies, discharge or subordinate tax liens, and understand more complex issues such as nominee liens and transferee liability. Through detailed case studies, we’ll show you real-world strategies to reduce clients’ tax burdens, resolve their issues efficiently, and strengthen your practice.

Learning Objectives

• Explain the IRS collection process
•  Identify strategies to help taxpayers resolve outstanding tax debts
•  Describe how federal tax liens work and options for removing them
•  Explain the mechanics of tax levies
•  Identify the requirements for taxpayer compliance
•  Understand how to subordinate a tax lien to another creditor
•  Describe disqualified employment tax levies and when the IRS applies them

Who Should Attend?

CPAs, Enrolled Agents, Attorneys, Finance Professionals, Financial Planners, and Tax Professionals