Brand new class detailing the ins and outs of tax resolution lien work!

"Lien work" is central to approximately 5 to 10 percent of all IRS Collections representation cases you'll ever work.

What exactly is lien work?

Lien work entails:

• Withdrawal of filed Notices of Federal Tax Lien (NFTL) from public record.
• Obtaining lien release certificates on paid of expired tax debts
• Subordination of the statutory IRS lien to another creditor.
• Discharge of a specific asset from the statutory tax lien.
• Representing clients with nominee, alteree, transferee, and other lien issues.

Lien work is a specialized sub-niche of tax resolution, and provides ample opportunity to build a highly profitable, boutique tax practice.

In this class, you will learn all about lien subordination processes, how to assess client cases for subordination, and how to apply this tool to help your clients.

Please note that this is an Intermediate level class, and requires prior knowledge of basic NFTL statutes and administrative procedures.

Course Objectives

• Define the purpose of lien subordination certificates.
• Evaluate the appropriate usage of lien subordinations.
• Apply IRS procedures to request and negotiate obtaining of lien subordination certificates.

Continuing Education Information

• Delivery Method: Group Internet Based
• Credit: 2.0 CE/CPE hours for EAs and CPAs
• Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Attendees should have basic knowledge of NFTL administrative processes. CTR-121 meets the prerequisite for this course.
• Program Level: Intermediate
• Advance Preparation: None required.
• IRS Program Number: 4Y1UP-T-00142-21-O
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ 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.

About the Instructor

Jassen Bowman, EA, CTR™, NTPI® Fellow spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 500 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.

What Others Are Saying About Our Classes

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

"It gave a great overview of representation, showing me just what areas I want to concentrate on learning more. Great presentation." -Marsha Tisdale, EA

"Practical information for our practice future." -Donna Henderson, EA

"Great information source." -Robert Pavicic, EA

"Jassen is very knowledgeable and boils down complicated information into what is applicable, useable and practical." -Karen Stevenson, EA"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA

Note: This class is conducted via Zoom. Before the class, you are encouraged to try a test session to make sure your system is properly set up.

For additional information about our comprehensive tax resolution training program, learn about becoming a Certified Taxpayer Representative™.