When taxpayers fall behind with the IRS, federal tax liens and levies can quickly create serious financial challenges—impacting credit, business operations, banking, and even personal assets. This practical, strategy-focused webinar provides a clear understanding of how federal tax liens and levies work, what triggers them, and what options taxpayers and advisors have to respond effectively. We will break down the IRS collection process, explain resolution pathways, and outline critical steps to protect assets and negotiate with the IRS. Attendees will learn real-world tactics for preventing enforced collection actions, navigating releases and withdrawals, and strategically leveraging installment agreements, Offers in Compromise, and appeals. Whether advising clients or managing compliance risk, this session offers actionable guidance to reduce exposure and achieve favorable outcomes.
• Explain the IRS collection process
• Identify opportunities to help taxpayers resolve their outstanding tax debts
• Describe how tax liens work and options for removing them
• Explain the mechanics of a tax levy
• Identify what is required for tax compliance
• Explain the options for having a tax lien subordinated to another creditor
Credits and Other information:
• Credit: 2.0 (Taxes)
• Level: Basic
• Format: Live online webinar
• Duration: 120 minutes
• Requirement: Full attendance
• Prep: None needed
Who Will Benefit:
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
Charles K. Montecino, is a Certified Public Accountant and Certified Tax Resolution Specialist. He has significant 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.
He works with taxpayers that for various reasons find themselves at odds with the Internal Revenue Service. He regularly works with those that have unfiled returns, unpaid balances, payroll tax issues, innocent and injured spouse issues and those under audit.
He has spent his 40 plus years career in public accounting, and over 35 of them running his own firm. He has been a tax resolution specialist for over 25 years. He is a licensed CPA in New Jersey and is also a CGMA, Chartered Global Management Accountant. He serves on the Cooperation with IRS Committee and the Cannabis Special 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.
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