1:00 pm ET | 12:00 pm CT | 11:00 am MT | 10:00 am PT
Learn How to Avoid Levies in Any Situation
Every year, the IRS issues more than 3.5 million third party levies, mostly wage and bank levies. They cause serious financial hardship for many taxpayers, often putting them in a position where they find it difficult to pay even the necessary living expenses. As a tax professional, you must know how to handle third party levies, and protect your clients.
Learn the essential legal guidelines for preventing levies in this webinar by Daniel J. Pilla. Pilla will walk you through the IRS’ statutory guides for issuing levies. He will also discuss the Collection Due Process Appeal rights—essential to preventing levies—and the legal significance of an installment agreement and installment agreement appeals. Pilla will explain secondary appeal procedures, including the Equivalent Hearing and CAP appeal, and share useful tips on how to interact with revenue officers and Automated Collections System (ACS).
After attending this webinar, you will be able to confidently advise your clients on how to respond correctly to 'intent to collect' letters from the IRS. This webinar will make you aware of little-known strategies for appealing levy actions when normal channels fail to get relief. Plus, you will have the knowledge and confidence you need to help your clients avoid or release levies in any situation.
The session will cover the following topics:
IRS’ statutory guides for issuing levies
The Collection Due Process Appeal rights, essential to preventing levies
How to interact with revenue officers and ACS
Secondary appeal procedures, incl. the Equivalent Hearing and CAP appeal
Legal significance of an installment agreement and installment agreement appeals
When and how to utilize the Office of the Taxpayer Advocate
NASBA & IRS Category of Study: Taxes
Who Should Attend
This webinar will be most useful to any tax professional involved in potential collection actions, enrolled agents, and CDPs and attorneys practicing before the IRS.
Daniel J. Pilla is a tax litigation consultant. Premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with soun...