Chapter 13 Bankruptcy: Tax Advisors Guide to Discharge for Clients (Video) (Course Id 2978)

1. Who is this course for?

This course is designed for CPAs, accountants, IRS Enrolled Agents, and tax advisors who assist individual clients navigating Chapter 13 bankruptcy and need to understand their tax compliance responsibilities while coordinating with bankruptcy counsel.

2. What is this course about or what problem does this course solve?

This course explains how tax claims are classified and treated under Chapter 13 bankruptcy, how ongoing tax filing and payment obligations affect repayment plans, and how tax advisors can prevent compliance failures that jeopardize a client's bankruptcy discharge.

3. Where can the knowledge from this course be used?

The knowledge can be applied in tax preparation, tax advisory, and client representation services involving Chapter 13 bankruptcy, particularly when managing post-petition tax obligations, evaluating compliance risks, and coordinating with bankruptcy attorneys.

4. Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?

This course helps tax professionals identify their responsibilities during Chapter 13 bankruptcy, recognize filing and payment errors that could threaten a client's discharge, and apply a four-phase framework for supporting tax compliance without performing legal functions.

5. When is this course relevant or timely?

Released in 2026, this course is relevant whenever tax professionals advise clients preparing for or participating in Chapter 13 bankruptcy, particularly during repayment plan administration, ongoing tax filing periods, and efforts to obtain a successful discharge.

6. How is a course like this consumed or used?

This 2.0-credit CPE and 2-credit IRS video course is delivered through QAS self-study, requires no prerequisites or advance preparation, and awards credits after participants pass a 10-question final examination with a score of at least 70% within one year of purchase.

The purpose of this course is to help tax advisors understand their own compliance responsibilities within tax related tasks and how to work effectively alongside bankruptcy counsel NOT perform legal functions.

Core Focus Areas:

Chapter 13 bankruptcy gives individuals with regular income the opportunity to resolve secured & unsecured debts through a structured repayment plan while keeping their assets. But the process only works when everyone on the client's team, including the tax advisor understands their role.

What this course covers:

Course Learning Objectives

After completing this course, participants will be able to: