NTPI Grad Class: Selling Real Estate w/ IRS Liens

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Description

NTPI Grad Class: Selling Real Estate w/ IRS Liens
IRS Program #: X9QQU-T-00950-23-O
CTEC #: 6257-CE-0131
CE: 2 IRS & 2 CTEC credits
Speaker: E. Martin Davidoff

This webinar is for NTPI Fellows only. NAEA members receive their membership discount applied at checkout.

Your client is ready to sell a property, but it has tax liens. Are you prepared to advise your client with updated strategies and options?

Join E. Martin Davidoff, Guy Esposito, IRS Territory Manager of the Civil Enforcement and Support Operations (“CEASO”) unit, Dale Wisniewski, IRS Supervisory Revenue Officer within CEASO (both of whom are well versed in IRS lien resolutions), and Alison Gadoua in this session for an overview of the IRS lien processes including IRS lien releases, discharges, and withdrawals. Learn how to transfer properties with IRS liens without satisfying an IRS tax lien. We’ll share practical information including case scenarios that include both IRS and practitioner input.

Learning Objectives

Recognize IRS lien releases.
Recognize IRS lien discharges.
Recognize IRS lien withdrawls.

Contributors

E. Martin Davidoff

E. Martin Davidoff is a Certified Public Accountant and an Attorney at Law with offices in Cranbury, New Jersey. Mr. Davidoff is licensed to practice both professions in New York and New Jersey and is active in many associations. In November of 2018, he joined with Prager Metis CPAs as the Partner-In-Charge of their National Tax Controversy Department.

Mr. Davidoff served as President (2008-2009) of the American Academy of Attorney-CPAs (“AAA-CPA"). He is also the founder of the Internal Revenue Service Liaison Committee, having served as its chair for over a decade.

As a member of the AICPA's Tax Division, Mr. Davidoff has served on the Tax Legislative Liaison Committee. He completed two years on the Executive Committee of the New Jersey Society of Certified Public Accountants (“NJCPA”). He has been serving since 2018 as the Co-Chair to the Federal Practice Committee of the New Jersey State Bar Association - Taxation Law Section. He has also served as President of the Middlesex/Somerset chapter of the NJCPA and as the chairman of the NJCPA Federal Taxation and Membership Committees.
Guy Esposito

Guy began his career with the IRS in 1991 as a Revenue Officer in NYC. From there, he was reassigned to the Cherry Hill, NJ IRS office in 2001 changing his focus to offers in compromise. In 2007, Guy moved to the IRS Advisory office in Freehold, NJ, becoming the manager in 2009. Guy was promoted to Territory Manager of the Civil Enforcement and Support Operations (“CEASO”) in 2022overseeing operations in Maine, New Hampshire, Rhode Island, Vermont, Massachusetts, Connecticut, New York, New Jersey, Pennsylvania, Delaware, Ohio, Kentucky, West Virginia and Michigan. He has two daughters, one who is in college and one who is in law school and in his spare time he enjoys hiking, going to the beach and is an avid reader.
Alison Gadoua

Alison Gadoua is a Tax Controversy Specialist within the National Tax Controversy Department of Prager Metis CPAs, LLC.She is also a member of Geneva Group International (“GGI”) networking with accounting, law and consulting firms across the globe in a joint effort to resolve any financial, legal and tax issues which may arise.

Alison has over 20 years of experience in resolving IRS and State Tax controversy issues and assisting clients in maintaining business and individual tax compliance. Utilizing her strong written, oral and managerial skills, Alison works directly on a large inventory of the firm’s most complex, high-dollar cases achieving much success in Offers in Compromise and Examinations, as well as positive outcomes with the Office of IRS Appeals in collection matters.

In addition to managing a large caseload of Tax Controversy clients, Alison has also been responsible for the development and maintenance of the firm’s Tax Controversy Manual, which containsall ofthe systems and processes used in the National Tax Controversy Department. Alison is currently studying to become an Enrolled Agent which will allow her to practice directly before the Internal Revenue Service.

In her spare time, Alison enjoys traveling, reading, cooking, boating and cheering on her children at their respective sporting events. Alison resides in Snow Hill, Maryland where she dedicated six years to serving the community as an elected official for the town serving as the Councilwoman of the Eastern District.
Dale Wisniewski

Dale began his career with the IRS in 2000 as a Field Revenue Officer determining ability to pay, collecting from accounts and assets and securing tax returns. Since 2016, Dale has been part of the Civil Enforcement and Support Operations (“CEASO”) and is currently a Supervisory Revenue Officer located in Buffalo, NY. Dale supervises a team of Revenue Officer Advisors who assist the Field Revenue Officers with advanced collection measures (i.e. law suits, seizures, specialty liens (Alter-Ego, Nominee, Successor in Interest) and assist the public with lien issues as they are associated with property sales, refinances, credit building, claims, non-attachment (i.e. discharges of property from the Federal Tax Lien, withdrawal of Notices of Federal Tax Lien, subordination of the Notice of Federal Tax Lien to other creditors).