CPA - medium firm
CPA - large firm
Enrolled Agent
One of the most effective tools 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 for clients, and they will turn to you, their tax professional, for guidance. After this presentation, you will know the basic procedures to relieve their distress and release a bank levy.
Learning Objectives:
- Outline an easy and fast way to free up a “frozen” account
- Define the reasons the IRS will agree to release a bank account levy
- Recognize how to evaluate your request for relief
- Summarize what to do if you receive improper treatment
Lawrence Lawler, CPA, EA, CTRS
ASTPS
National Director
[email protected]
(716) 631-5111
Larry is the National Director of the American Society of Tax Problem Solvers (ASTPS). Larry has worked and consulted on literally thousands of IRS representation cases, is a frequent public speaker, a writer on professional topics, and a regular trainer of tax professionals nationwide. He is a dynamic and knowledgeable speaker who offers a mix of information, personality, and humor in his presentations and interviews. He has become nationally recognized for his skills in solving tax problems, his marketing expertise, and exceptional practice management abilities. He is the managing partner of Lawler & Witkowski, CPAs, PC, the firm he established in 1973.
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