Advisors with tax debt disclosures — sometimes the worst disclosures from an optics standpoint — face higher scrutiny and threatened job security.
IRS Lien Resolution & Expungement
AdvisorLaw understands how damaging tax debt disclosures can be to your reputation. Even though these disclosures can often be the result of medical or family situations that are beyond the financial advisor’s control, investors are generally unforgiving when it comes to massive tax debts.
Whether you’re on a payment plan or need assistance with resolving the debt you’ve already incurred, AdvisorLaw can help. Take a look at this recent case where we helped an advisor resolve over $1 million in tax liability by forming an Offer in Compromise with the IRS.
We have proven strategies for both resolving back taxes and expunging existing tax lien disclosures from financial advisors’ BrokerCheck®, CRD, and IAPD records. Our tax debt resolution experts prioritize the unique compliance considerations imposed by FINRA, the SEC, the CFP Board, and other regulatory bodies, while tailoring strategies to each individual advisor’s specific needs.
Expungement of any IRS tax liens is a critical step in the race to control your own narrative, and AdvisorLaw is uniquely positioned to help you.
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