• videocam On-Demand Webinar
  • signal_cellular_alt Intermediate
  • card_travel Bankruptcy
  • schedule 90 minutes

Managing Tax Debts Through Bankruptcy: Key Issues and Practical Strategies

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.

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 (including 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?  
  • How can the IRS be prevented from setting off tax refunds? 
  • What is the bankruptcy court's jurisdiction over tax determinations?