FREE Webinar: Bankruptcy and Taxes
Bankruptcy and Taxes: Tools for Tackling Tough Cases
Navigating tax liabilities in the context of bankruptcy requires a fundamental understanding of how tax debts interact with bankruptcy proceedings. This course provides tax professionals with a comprehensive overview of the bankruptcy process under the U.S. Code, emphasizing the treatment of tax debts. Participants will learn when certain tax liabilities can be discharged, how liens may survive bankruptcy, and the role of state-specific exemptions, including homestead protections. By the end of this course, attendees will be equipped to recognize when a client may benefit from consultation with a bankruptcy attorney.
Learning Objectives:
Identify and differentiate between the various types of bankruptcy under the U.S. Bankruptcy Code.
Determine which tax debts may be discharged in bankruptcy and the factors affecting dischargeability, including timing rules and late-filed returns.
Assess how tax liens are treated in bankruptcy and when they may survive discharge.
Recognize key state-specific rules regarding tax dischargeability and exemptions, including homestead exemptions.
Evaluate client situations to determine when referral to a bankruptcy attorney is warranted.
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-T-00908-26
CTEC Course #: 6248-CE-00257
Heather Posey
,
JD
Heather is an Associate Attorney in the Tax Controversy and Tax Advisory practice groups at Frost Law, where she co-chairs the firm’s Pro Bono Committee. She is also an Enrolled Agent and a fellow of the National Tax Practice Institute, with over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.
Heather is a passionate volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the "Young Volunteer of the Year" award in 2020. Most recently, the Taxation Section of the Maryland State Bar Association recognized Heather with the J. Ronald Shiff Memorial Pro Bono Award in 2025. In her free time, Heather enjoys traveling, off-roading, and swimming.
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