Liens and Levies-How to Differentiate the Two and Help Your Client that Has One Filed Against them
Apr 23 |
01:00 PM ET / 12:00 PM CT / 11:00 AM MT / 10:00 AM PT | |
| Duration: 120 minutes | Speaker: Charles K. Montecino, CPA, CGMA, CTRS | |
CREDITS:
Days
Hours
Mins
Secs
PURCHASE OPTIONS
ABOUT THE EVENT
IRS Liens, Levies, and Penalty Abatement: Helping Clients Resolve Tax Debt Effectively
Every tax practitioner will eventually work with clients who face IRS collection actions such as liens or levies. When this happens, clients expect clear guidance, fast solutions, and knowledgeable representation. To properly assist them, you must understand how IRS collection procedures work, how the Internal Revenue Code applies, and how to negotiate resolutions based on your client’s actual ability to pay.
Without this expertise, clients may seek help elsewhere - potentially costing you both the client relationship and future referrals. This practical, compliance-focused course will show you how to confidently guide clients through IRS collection issues, minimize financial impact, and pursue relief options such as penalty abatement and release of liens or levies.
You will learn the step-by-step process for resolving IRS collection actions, including how to communicate with the IRS, what documentation is required, and how to position your client for the best possible outcome.
Areas Covered
- What an IRS lien is and how it affects your client
- What an IRS levy is and when the IRS can enforce it
- How to request and obtain lien or levy releases
- How to assist clients with penalty abatement
- How to resolve tax debt based on ability to pay
- Best practices for working with the IRS on collection matters
Learning Objectives
- Understand the difference between IRS liens and levies
- Identify available options to resolve IRS collection actions
- Learn how to request penalty abatement correctly
- Help clients reduce tax liabilities based on financial condition
- Protect and retain clients by providing effective IRS representation
Who Should Attend
- CPAs and tax practitioners
- Enrolled Agents
- Accountants and tax preparers
- Payroll and finance professionals
- Anyone who represents clients before the IRS
Charles K. Montecino, CPA, CGMA, CTRS
Charles K. Montecino, CPA, CGMA, CTRS, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has extensive experience in helping clients solve their IRS problems, and clients say he does it with patience and, as one client put it, “without making me feel dumb.” In 2008 he received the Top Practitioner Award from the American Society of Tax Problem Solvers.Charles has spent his 50-year career in public accounting, and 42 of the 50 years running his own firm. He is a licensed CPA in New Jersey, a Certified Tax Resolution Specialist and a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and is a member of the Cannabis Interest Group with the New Jersey Society of CPAs. He is a member of the American Institute of CPAs, New Jersey Society of CPAs, and the American Society of Tax Problem Solvers. He regularly consults with other practitioners in the Tax Resolution area in addition to being a referral source for clients of practitioners that are in over their head.Charles earned his accounting degree from Rutgers University. When he is not working, he enjoys baseball watching the Phillies and football, following both the Philadelphia 76ers and the Rutgers team. He also enjoys fishing, traveling, golf, reading, his vacation home at the New Jersey shore and spending time with his family, including his two grandsons.
Compliance Prime 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: https://www.nasbaregistry.org.
Credits: 2.0
In accordance with the standards set forth in Circular 230 section 10.6, CE Credits have been granted based on a 50-minute contact hour.
Credits: 2.0
Why You Should Subscribe?
Unlimited Live and On-Demand Courses
Watch all live or recorded webinars (up to 120 minutes long). Get instant access to a library of more than 500 high quality courses presented by best-in-class presenters.
CEUs: PAYROLLORG, CPE, SHRM and HRCI Credits
Fulfil your recertification requirements by earning CEUs from PAYROLLORG, CPE, SHRM and HRCI.
Free Access to Course Materials
Each program comes with Additional Course Materials, which you can download and read anytime.
Additional Discounts
Get flat 20% discount on Premium Product Category like, Long Hour Webinars.
Call Now At
888-527-3477
Email Us At
Testimonials
What people are saying about us
Dustin Yellin
Client
Thanks to you, we don't miss any update from my industry. I will recommend my colleagues to sign-up.
Sharn
Client
The speaker was excellent along with her life experiences.
Donald
Client
Loved the cartoons. Made it easy to understand.
Linda
Client
Very informative. Deliverance was great. She was very knowledgeable about the subject
Cristina
Client
The instructor is very professional and available for the attending students.
Bebe
Client
After seeing a few different tutorials on the subject, this is the first one that included real-world "heads up" advice for getting the most out of the pivot table environment. The presenter was Extremely knowledgeable.
Get Unlimited Webinars, Starting $799 only!
- Unlimited Live and On-Demand Webinars (Up to 120 Minutes Long)
- Unlimited Course Materials
- CEUs: PAYROLLORG, CPE, SHRM and HRCI
- 20% Discount on Long Hour Webinars
- Certificate of Participation
Choose Membership
Similar Events
Apr 15th 2026 @ 01:00 PM ET
FLSA White Collar Exemptions: The Rules, The Risks, The Fixes
Apr 22nd 2026 @ 01:00 PM ET
Delete or Defend? The Do’s and Don’ts of Records Retention & Destruction
Mar 31st 2026 @ 01:00 PM ET
Fair Housing in Flux: What’s Changed, What Hasn’t, and What Still Gets You Sued
Mar 26th 2026 @ 01:00 PM ET
Avoiding ADA Violations: Managing the Interactive Process Correctly
Event Calendar
Our Accreditation Partner
PAYMENT
100% secure payments. All major credit and debit cards are accepted.
