Date: June 18th , 2026

Time: 1pm ET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Description:

Chapter 13 bankruptcy can be a powerful tool to manage tax debts while preserving a client’s home, business, and other critical assets, but it only works when tax planning and compliance are tightly controlled throughout the case. This course centers on the tax advisor’s role in guiding clients and counsel from petition to discharge so that tax claims are properly treated and the client actually receives the expected relief at the end of the plan.

You will walk through how priority, secured, and general unsecured tax claims are classified in Chapter 13, how those buckets drive plan payment requirements, and how they affect what gets discharged versus what must be paid in full. The program also addresses how ongoing filing obligations, withholding, estimated payments, and refunds interact with the plan, and why post‑petition compliance is often the deciding factor between a completed discharge and a dismissed or failed case.

Particular attention is given to the tax advisor’s responsibilities around accurate claim classification, timely and correct return filing, documentation, and handling of refunds and offsets so that the plan remains feasible and dischargeable tax relief is preserved. Using case‑based examples, you will see how seemingly small missteps—such as late returns, underpaid estimates, or mis‑allocated payments—can trigger objections, plan modifications, or denial of discharge, and how proactive collaboration with bankruptcy counsel can prevent those outcome.

Topics Covered:

• Classification of tax claims within Chapter 13 plans.
• Distinguishing priority, secured, and unsecured tax debts and their discharge treatment.
• Post‑petition tax compliance requirements (returns, estimates, withholding, and refunds).
• Interplay between Chapter 13 payment plans and ongoing federal and state tax obligations.
• Common compliance breakdowns that jeopardize confirmation or discharge.
• Best‑practice coordination between tax professionals and bankruptcy attorneys.

Learning objectives:

• Explain how different types of tax claims are categorized and treated inside a Chapter 13 plan, including their impact on discharge eligibility.
• Identify the key compliance duties tax advisors must monitor during the life of a Chapter 13 case, from filing through discharge.
• Recognize recurring tax issues such as late returns, missed estimates, and misclassified claims that most often disrupt or prevent a successful discharge.
• Analyze how Chapter 13 repayment structures interact with current and future-year tax liabilities, including refunds and offsets.
• Evaluate the risks created by non‑compliance, incomplete documentation, and improper returns or claims, and how they affect both the plan and the discharge order.
• Apply practical coordination strategies with bankruptcy counsel to structure, monitor, and adjust plans to protect the client’s discharge and long‑term tax position.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Tax resolution professionals and controversy specialists
• Advanced tax preparers and firm staff who support clients already in Chapter 13

About Our Speaker

Elan Becker , EA