Tuesday, December 13th | 11:00AM - 12:00PM MST
When should you take action once your client is facing an IRS tax problem? Resolving these issues takes time, and timing is important. Find out how the timing of when you address IRS tax problems can mean the difference between preserving your funding relationship, and a client who is dead on arrival (DOA).
Join Tax Guard’s Jason Peckham, Vice President of Resolutions, to discover what commercial lenders are doing to retain customers with tax issues. This is the first of a planned series of webinars that will take place on a quarterly basis.
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 frames and requirements for obtaining an Installment Agreement and subordination of federal tax lien
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.
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