Chapter 13 bankruptcy gives individuals with regular income the opportunity to resolve secured & unsecured debts through a structured repayment plan while keeping their assets. But the process only works when everyone on the client's team, including the tax advisor understands their role.
What this course covers:
- A general overview of how Chapter 13 works and where tax obligations fit in
- The three general categories of tax claims and what they mean for your client
- Post-petition filing and payment compliance -the advisor's core responsibility
- What happens when compliance fails -and real examples of how it goes wrong
- The tax advisor's four-phase framework throughout the plan
- How to build an effective working relationship with bankruptcy counsel
Learning Objective:
- Explain how tax claims are generally classified and treated within a Chapter 13 plan.
- Identify the compliance responsibilities that fall specifically to the tax advisor during the plan period.
- Recognize common tax-related missteps that can jeopardize a client's discharge outcome.
- Analyze how a client's ongoing tax obligations interact with their Chapter 13 repayment plan.
- Evaluate risks arising from non-compliance and improper filings.
- Apply practical coordination strategies for working alongside bankruptcy counsel to support successful discharge.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Information Technology
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Self Study
- IRS Course ID: PJGWS-T-00140-26-S
- Attendance Requirement: Yes
- Session Duration: 2 Hours
Who Will Benefit:
- Certified Public Accountants (CPAs)
- Enrolled Agents (EAs)
- Federal tax-related matters for Annual Filing Season Program (AFSP)
- Tax Planning for Certified Financial Planner
- Federal tax-related matters for California Registered Tax Preparers (CRTP)
- Taxes for Personal Financial Specialist (PFS)
- Federal tax-related matters for Oregon Registered Tax Preparers (ORTP)
- Taxes for Chartered Financial Consultant (ChFC)
- Federal tax-related matters for Maryland Tax Preparer (MRTP)
- Taxes for Financial Services Certified Professional (FSCP)
- Taxes for Wealth Management Certified Professional (WMCP)
- Taxes for Chartered Advisor in Senior Living (CASL)
- Taxes for Iowa Licensed Public Accountant (IA-LPA)
- Taxes for Maine Licensed Public Accountant (ME-LPA)
- Taxes for Chartered Advisor in Philanthropy (CAP)
- Taxes for Chartered Special Needs Consultant (ChSNC)
Speaker Profile:
Elan Becker is an Enrolled Agent admitted to practice before the IRS and the founder of Enrolled Agent Concierge, a boutique tax advisory practice known for white-glove service, responsiveness, and practical tax solutions. The firm guarantees a 48-hour client response time or the next month is free. With over a decade of experience in accounting, auditing, operations, and tax, Elan specializes in tax advisory, compliance, and resolution, guiding entrepreneurs and high-net-worth individuals through complex IRS codes to make tax work in their favor.
Credits and Other information:
- Recommended CPE credit – 2.0
- Recommended field of study – Information Technology
- Session Prerequisites and preparation: None
- Session learning level: Basic
- Location: Virtual/Online
- Delivery method: Self Study
- IRS Course ID: PJGWS-T-00140-26-S
- Attendance Requirement: Yes
- Session Duration: 2 Hours
A self-study course allows you to complete an educational program at your own pace and convenience, without attending a scheduled live webinar.
Depending on the course, the program may include:
- Recorded educational content
- Presentation materials and handouts
- Learning objectives
- Review questions
- Final assessment/examination
- Course evaluation
- Certificate of completion
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Your purchased self-study courses will be available there, along with applicable course instructions and materials.
Yes. Self-study programs are designed to provide flexibility and allow you to complete the educational content at your convenience, subject to the access period specified for the particular course.
To receive IRS CE credit, you must successfully complete all applicable course requirements.
These may include:
- Completing the required educational content
- Completing required review questions
- Successfully passing the final assessment/examination
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Yes. Qualifying self-study programs include a final assessment/examination where required.
Participants must achieve the applicable passing score to receive credit.
For IRS self-study programs, the required passing score is 70%.
Yes. We provide online self-study continuing education programs for tax and accounting professionals.
Our qualifying programs are designed to provide IRS Continuing Education (CE) credits for eligible tax professionals, subject to the specific course and applicable IRS requirements.
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If the course is being completed for IRS CE, you may be required to provide your Preparer Tax Identification Number (PTIN) and other required information.
Please ensure that your information is accurate and matches your IRS records.
Yes, where downloadable materials are included with the course.
Materials may include:
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Yes, you may generally review the course content during your authorized access period.
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Live Webinar
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Self-Study Course
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