When the IRS Comes Calling (2018 Edition)


CLE Credits earned: 2 GENERAL (or 2 LAW & LEGAL for WA state)

What do you do when the IRS knocks on your client’s door? Fear, anxiety, jail time – many different ideas pop into mind about what the government will do because of a failure to pay taxes. But most of what our clients fear is more myth than reality. Think about their anxiety: Is the IRS going to show up one day and seize my house? Levy on my income so I cannot provide for my family? Shut down my business? Take my retirement account? The reality is everything is not fair game for the IRS, and there are limitations on what can seized, when, and how.

This course will give you the knowledge of how the IRS really works, how to defend against aggressive IRS actions, and ultimately, reach settlement and case resolution.

Key topics to be discussed:

•   Learn about the Internal Revenue Code laws and IRS procedures that limit the government’s power to levy income and seize assets
•   Understand defenses to IRS enforcement actions, including implementing due process and the filing of collection appeals
•   Discover how the IRS really goes about collecting taxes and how to negotiate with each level of enforcement, from Automated Collection Service to high-level Revenue Officers
•   Implement IRS settlement options, including negotiating installment agreements, offers in compromise, hardship forbearance, penalty abatement, and the statute of limitations on collection

Date / Time: January 30, 2019

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.


Howard Levy, Esq. is a former IRS trial attorney with over 25 years of experience representing individuals and companies facing tax controversies. Howard’s expertise centers on IRS collection and examination problems, tax court litigation, IRS trust fund investigations, IRS referrals to the Department of Justice, and the use of bankruptcy as a method of resolving IRS problems.

Howard is an active contributor to the National Association of Enrolled Agents, writing articles for the EA Journal and teaching courses at the National Tax Practice Institute (NTPI). Howard has been interviewed and quoted in The Wall Street Journal, New York Times, USA Today and NPR radio about the IRS and tax problems.

Based in Cincinnati, Ohio, Howard is a partner in law firm of Voorhees & Levy, LLC. Howard earned his bachelor’s degree in finance from The Ohio State University, law degree from Northern Kentucky University and Masters in Tax Law (LL.M) from Boston University. You can stay continually updated about the IRS from Howard’s blog, www.howardlevyirslawyer.com/blog.

Accreditation Policy
myLawCLE seeks accreditation for all programs in all states. (Accreditation for paralegals sought thru NALA and NFPA paralegal associations.) Each attending attorney/paralegal will receive a certificate of completion following the close of the CLE program as proof of attendance. In required states, myLawCLE records attorney/paralegals attendance, in all other states attorney/paralegal is provided with the approved CLE certificate to submit to their state bar or governing association.

Automatic MCLE Approvals
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Applied MCLE Approvals
myLawCLE seeks approval via application in all other states that are not automatically approved through myLawCLE’s state accreditation. (Some states may take up to 4 weeks to send in final accreditation, however attendees will receive accreditation according to the date the class was taken—the state of VA may take up to 12 weeks.)

Accreditation on Formats: Live Video Broadcasts, “Live” Re-Broadcasts and On-Demand CLEs

Live Video Broadcasts
Live video broadcasts are new live CLE programs being streamed and recorded for the first time. All of these programs qualify for “Live” CLE credit in all states except NV, OH, MS, IN, UT, PA, GA, and LA —these states require in-person attendance to qualify for “Live” CLE credit.

“Live” Re-Broadcasts
“Live” Re-broadcasts are replays of previous recorded CLE programs, set on a specific date and time and where the original presenting speakers calls in live at the end of the event to answer questions. This “live” element allows for “live” Re-broadcast CLEs to qualify for “Live” CLE credits in most states. [The following states DO NOT allow for “live” CLE credits on re-broadcast CLEs: NV, OH, MS, IN, UT, PA, GA, and LA]

On-Demand CLEs
On-demand CLE classes are available 24/7 via the myLawCLE portal. Attendance to these classes is monitored and recorded via our login process and a certificate of completion is issued upon the close of viewing the program. These CLEs can be viewed at anytime and only qualify for self-study CLE credits.

Many states allow for credit to be granted on a 1:1 reciprocal basis for courses approved in another mandatory CLE jurisdiction state. This is known as a reciprocity provision and includes the following states: AK, AR, HI, CT, FL, ME, MO, MT, ND, NH, NM, VT, NJ, NY, and WV. myLawCLE does not seek direct accreditation of live webinars or teleconferences in these states.

myLawCLE Credit Guarantee
Additionally, on all online CLE programs application for approval will be made in all states where attending attorneys are primarily licensed in. If a registered attorney does not receive credit from their state for any reason, a full refund will be granted.

Section I. Knock, Knock – Who is at My Door from the IRS?

Section II. The Power of the IRS to Destroy: What Can the IRS Really Seize, and What Are the Likely Sources?

Section III. IRS Seizure Process: Is There Due Process in IRS Collections?

Section IV. IRS Collection Enforcement Priorities: Is it Likely that the IRS Will Take a House? Retirement Account?

Section V. Settling with the IRS: Offers in Compromise – Myths vs. Reality

Section VI. Negotiating Payment Agreements: Providing the IRS with Financial Statements

Section VII. IRS Forbearance: Convincing the IRS to Leave an Unpaid Tax Debt Alone

Section VIII. Bankruptcy Can Eliminate an IRS Tax Debt: Here’s How

Section IX. How Long Can the IRS Collect a Tax Debt? Expiration Dates on the IRS Collection Power