Speakers
Carolyn M. LeeMorgan, Lewis & Bockius LLP
Carolyn Lee practices tax controversy and tax litigation in the San Francisco office of Morgan Lewis, serving individuals and small businesses contending with federal and state tax challenges
Mark RoelkeAbkin Law PLC
Mark Roelke’s practice focuses on tax litigation and federal and state tax
collection issues. He represents clients in administrative proceedings with tax agencies as well as in the United States Tax Court
Learn about working with IRS and California Franchise Tax Board (FTB) collection professionals to address time-sensitive, high stakes tax collection scenarios in ways that keep a business functioning, avoid bank account levies, and maintain your client’s sanity.
Topics• A tax lien holds up a loan application or prospective asset sale
• The IRS suspects your business owner client is personally responsible for unpaid payroll taxes
• The FTB levied the business bank account, and payroll is due
• Your client experiences other common collection pain points
BASF Tax Chair: William Gorrod, Morrison & Foerster LLP