On-Demand Webinar:

Reporting Rapport

How to Read the Tax Guard Report and When to Refer Clients for Resolution

Why Watch:

Jason Peckham, Vice President of Resolutions, will answer some questions frequently asked by lenders in this installment of his quarterly webinar series.

Jason will review what to look for on the Tax Guard report when determining whether a lender may have exposure to the IRS in the form of levies and/or conversion. Additionally, he will review what steps lenders should take to protect themselves as well as their clients once those risks are identified.

What You Will Learn:

Jason will help you to be confident that your secured interest has priority over the IRS by reviewing:

  • The “nuts and bolts” of a Tax Guard report
  • Possible implications of missing returns and/or insufficient federal tax deposits
  • Issues that could result in termination of a client’s installment agreement with the IRS


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Jason Peckham

Hosted By:

Jason Peckham

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.