Pro Tips for Releasing a Bank Levy
Wednesday, Jan 5th | 2pm-3pm Eastern
One of the most effective strategies the IRS has to get a taxpayer’s attention is the bank levy. Losing access to their money is often an incredibly upsetting and stressful situation and they will turn to you, their tax professional, for guidance. After this short presentation you will know the basic procedures to relieve their distress and release the bank levy.
By the end of this course, you will understand:
- An easy and fast way to free up a “frozen” account
- The reasons the IRS will agree to release a bank account levy
- How to evaluate your request for relief
- What to do if you receive improper treatment
Participants will earn: 1.0 CPE/CE credit
Field of Study: Taxation
Presented by: Lawrence Lawler, CPA, EA, CTRS
Larry is the National Director of ASTPS and has represented literally thousands of taxpayers before the Internal Revenue Service and is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He has become nationally recognized for his skills in solving tax problems, and has been a New York Certified Public Accountant since 1973. He is also a fellow of the NTPI and the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.
Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.
Advance preparation: None
Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.
Delivery Method: Group Internet Based
For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to firstname.lastname@example.org.
The American Society of Tax Problem Solvers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.