Jason Peckham, Vice President of Resolutions, answers a few questions frequently asked by lenders. Learn what commercial lenders are doing to retain customers with tax issues (before your money is on the line). This is a part of his quarterly webinar series.
Jason will review a real-world case study that will help you understand:
What to consider when deciding whether to fund the client you worked so hard to acquire;
Your risks (liens, wrongful levies, etc.) and how to ensure your interests are protected from the IRS;
The 45-day rule in the context of a real-world scenario;
The time frame and requirements for obtaining an Installment Agreement, and for subordination of federal tax lien.
Your privacy is very important to us. We will never share your information.
As Vice President of Resolutions for Tax Guard, Jason is responsible for the tax resolution division of the company with an emphasis on preserving the funding relationships between commercial lenders and borrowers.