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Explore these free resources to increase your knowledge of IRS processes, updates, liens, levies and how Tax Guard can help

Infographic
Top Five Myths Lenders Have About The IRS

Top Five Myths Lenders Have About The IRS

Discover some common myths lenders have about the IRS, and how to avoid them. The IRS can seize bank accounts and receivables, even if a tax lien hasn’t been filed.

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Video
[IFA Panel] Never Waste a Good Crisis: Factoring Clients with IRS Liabilities

[IFA Panel] Never Waste a Good Crisis: Factoring…

Watch the 2021 IFA Conference panel discussion to learn tips on how to work with factoring clients with outstanding tax debts.

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Case Study
Aquesta Bank Case Study

Aquesta Bank Case Study

Aquesta Bank enjoys a smoother process for obtaining tax transcripts thanks to Tax Guard.

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Case Study
The Entrepreneur Fund Case Study

The Entrepreneur Fund Case Study

The Entrepreneur Fund sees faster results and issues more loans since partnering with Tax Guard.

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Infographic
PPP Loans – A Temporary Fix

PPP Loans – A Temporary Fix

Tax Guard compared payroll tax deposit data for PPP recipients and non-recipients to assess how the PPP could impact credit risks. See our infographic to find out more!

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Case Study
Byline Bank Case Study

Byline Bank Case Study

Byline Bank mitigates risk, closes deals faster, and preserves its reputation with Tax Guard’s help.

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Case Study
Pacific Western Bank Case Study

Pacific Western Bank Case Study

By using Tax Guard’s one-stop tax reporting solution, Pacific Western Bank now has the ability to investigate borrowers and have confidence in superior due diligence.

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On-Demand Webinar
“Federal Withholding Taxes and the COVID-19 Response” Webinar

“Federal Withholding Taxes and the COVID-19 Response” Webinar

Learn more about how the IRS’s new 941 return impacts lenders and borrowers. You can filter out the noise while monitoring federal tax deposits.

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Case Study
Blue Vine Case Study

Blue Vine Case Study

Tax Guard enables BlueVine to save time and money by helping them to make faster and more profitable lending decisions.

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Video
COVID-19 RESPONSE VIDEO SERIES – PART 3

COVID-19 RESPONSE VIDEO SERIES – PART 3

In the finale part our 3-part COVID-19 response video series, learn how IRS’s Tax Credits impacts small businesses and commercial lenders.

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Video
COVID-19 RESPONSE VIDEO SERIES – PART 2

COVID-19 RESPONSE VIDEO SERIES – PART 2

In Part 2 of our 3-part COVID-19 response video series, learn how IRS’s “People First Initiative” impacts small businesses and commercial lenders.

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Video
How Tax Guard Works

How Tax Guard Works

Watch this video to understand how Tax Guard works and the services we provide in less than ninety seconds.

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Video
Simplifying the 45-Day Rule

Simplifying the 45-Day Rule

The IRS 45-day rule can be complex and confusing. It can also play out in several scenarios. Check out this informative 6-minute video that breaks down the basic elements of …

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Case Study
PIRS Capital Case Study

PIRS Capital Case Study

PIRS Capital attracts more deals from its broker network and has experienced 230% growth in three years thanks to Tax Guard.

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Case Study
Kapitus Case Study

Kapitus Case Study

Thanks to Tax Guard, small business lender Kapitus has been able to improve their underwriting process and reduce instances of fraud, ultimately saving their team time and money.

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Case Study
WEX Case Study

WEX Case Study

Global payment technology company, WEX, uncovers new qualified clients while using fewer resources by relying on Tax Guard for real-time IRS data.  

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On-Demand Webinar
“Failure to What?” Webinar

“Failure to What?” Webinar

Learn why the IRS assesses penalties, the rules for assessing penalties, and the effect of the penalties on your clients as well as your collateral.

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On-Demand Webinar
“What’s Worse than the IRS Knocking on Your Door? When They Don’t Knock First” Webinar

“What’s Worse than the IRS Knocking on Your…

​Whether you fund government contracts regularly or occasionally, understanding how offset works is an important part of protecting collateral and preserving the funding relationship.

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Case Study
TAB Bank Case Study

TAB Bank Case Study

Curtis Sutherland, Vice President of Factoring with TAB Bank estimates they have been able to close 10-15% more deals per year thanks to Tax Guard.

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On-Demand Webinar
“Here’s Your Sign: Using Federal Tax Deposits to Identify Exposure to the IRS” Webinar

“Here’s Your Sign: Using Federal Tax Deposits to…

Review aspects of federal tax deposits in detail, the source of lenders’ exposure to the IRS, and the most important consideration when trying to resolve an outstanding IRS liability.

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Video
COVID-19 RESPONSE VIDEO SERIES – PART 1

COVID-19 RESPONSE VIDEO SERIES – PART 1

In Part 1 of our 3-part COVID-19 response video series, learn how the deferral of federal payroll taxes impacts small businesses and commercial lenders.       Hello, my name …

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On-Demand Webinar
“Reporting Rapport” Webinar

“Reporting Rapport” Webinar

How to read the Tax Guard report and when to refer clients for resolution

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On-Demand Webinar
“45-Day Rule: Avoid Getting Burnt by the IRS”

“45-Day Rule: Avoid Getting Burnt by the IRS”

In this recorded webinar, Jason Peckham, Tax Guard VP of Resolutions, breaks down how the 45-day rule works, provides example scenarios, and explains how you can maintain priority relative to …

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Case Study
PrimeArc Capital Case Study

PrimeArc Capital Case Study

PrimeArc Capital was spending nearly ten hours per month manually handling portfolio tax compliance. Today they save time and mitigate risk by using Tax Guard for comprehensive IRS data monitoring.

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On-Demand Webinar
“Wait! Didn’t You Say Lenders Should Always Obtain a Subordination of Federal Tax Lien?” Webinar

“Wait! Didn’t You Say Lenders Should Always Obtain…

Learn the general rules related to priority and federal tax lien and the benefits of securing an installment agreement and subordination. Jason will also review two exceptions to these rules.

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Case Study
Grow America Fund Case Study

Grow America Fund Case Study

SBA lender, Grow America Fund, shaves 5 days off of their application process by relying on Tax Guard to provide verified tax return transcripts in 24 hours or less.

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Case Study
Triumph Business Capital Case Study

Triumph Business Capital Case Study

Tax Guard helps Triumph Business Capital stay on top of accounts when they need attention and identify more profitable clients to partner with.

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On-Demand Webinar
“Fund or Don’t Fund?” Webinar

“Fund or Don’t Fund?” Webinar

Listen to Jason Peckham, VP of Resolutions, and Brad Baird, EVP & Chief Credit Officer of Advantage Business Capital as they discuss how to better manage risk while funding clients.

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Infographic
The Tip of the Iceberg Infographic

The Tip of the Iceberg Infographic

Learn how public records searches exclude the tax liability information lenders need to make informed funding decisions and how Tax Guard goes deeper.

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White Paper
Understand the 45-day Rule to Avoid Getting Burnt

Understand the 45-day Rule to Avoid Getting Burnt

Most asset-based lenders and factors are aware of the 45-Day Rule, but by gaining a deeper understanding you will be better prepared to protect your assets, maintain priority over the …

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On-Demand Webinar
“Don’t Forget the Subordination of Federal Tax Lien” Webinar

“Don’t Forget the Subordination of Federal Tax Lien”…

Learn why commercial lenders should secure a subordination of federal tax lien as well as how to discern some critical elements of the document.

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On-Demand Webinar
“Part I: Are You Safe to Fund” Webinar

“Part I: Are You Safe to Fund” Webinar

Jason Peckham, Vice President of Resolutions, answers questions regarding single-member LLCs and in-business offers in compromise frequently asked by lenders. Learn what commercial lenders are doing to retain customers with …

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