BarbriSFCourseDetails
  • videocam Live Webinar with Live Q&A
  • calendar_month March 11, 2026 @ 1:00 p.m. ET./10:00 a.m. PT
  • signal_cellular_alt Intermediate
  • card_travel Bankruptcy
  • schedule 90 minutes

Managing Tax Debts Through Bankruptcy: Key Issues and Practical Strategies

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MSRP
$297.00
$252.45
Save $44.55

Discount expires 2/20/26

This course is $0 with these passes:

CLE
ALL
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About the Course

Introduction

This CLE webinar will offer guidance to attorneys representing debtors for managing, reducing, or eliminating tax liabilities through bankruptcy. The panel will address how bankruptcy may help both individuals and small businesses with tax obligations. The program will also be of interest to creditors' counsel who may benefit from reducing or eliminating priority claims.

Description

How taxes and tax liens are treated in bankruptcy and what types of tax debts are eligible for discharge are typically misunderstood, anxiety-inducing topics. But understanding these issues is critical because even if tax debt cannot be discharged, it can often be significantly reduced or managed in a way that provides a measure of relief.

To advise a client with serious tax issues, a bankruptcy attorney needs to evaluate the situation, understand the best options, and create a strategy for working through these matters. Counsel need to know the right questions to ask to get relevant information and documents. Discharging tax debts through bankruptcy may require carefully timing the bankruptcy to fit within the "3-2-240 Rule."

Listen as our panel of bankruptcy practitioners outlines how tax debts can be cleared or managed in bankruptcy.

Presented By

Ashley F. Morgan
Attorney and Founder
Ashley F. Morgan Law, PC

Ms. Morgan is a bankruptcy and debt attorney, nationally recognized consumer finance expert, and founder of Ashley F. Morgan Law, PC. Admitted to the Commonwealth of Virginia’s Bar, she is also licensed in the U.S. District Court, the U.S. Bankruptcy Court for the Eastern District of Virginia, and the U.S. Court of Appeals for the Fourth Circuit. Ms. Morgan has devoted the majority of her practice to representing both individuals and business debtors. She handles Chapter 7 and Chapter 13 filings, tax debt resolution, creditor negotiations, and non-bankruptcy alternatives. Ms. Morgan works closely with clients to preserve assets and minimize liability, while also preventing future issues. 

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Credit Information

  • This 90-minute webinar is eligible in most states for 1.5 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Wednesday, March 11, 2026

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

I. Overview of tax priorities in bankruptcy

II. Treatment of tax liens vs. tax debt

III. Requirements for discharging tax debt in Chapters 7, 13, or 11, Sub. V

IV. Pre-filing planning

V. Strategies for dealing with partially discharged tax debt

The panel will discuss these and other important questions:

  • Are state income taxes or property taxes affected? 
  • What is the effect of a substitute for return being filed?  
  • What counts as fraud or willful evasion, and who decides the issue?
  • How can the IRS be prevented from setting off tax refunds? 
  • What is the bankruptcy court's jurisdiction over tax determinations?