Questions? 1.877.550.6325
Questions? 1.877.550.6325
TAX GUARD’S COMPLIMENTARY WEBINAR SERIES:
Fund or Don’t Fund? What to Consider When Clients Have IRS Liabilities
Your privacy is very important to us. We will never share your information.
WHY WATCH?
Join Jason Peckham, VP of Resolutions at Tax Guard, and Brad Baird, EVP & Chief Credit Officer of Advantage Business Capital in Houston, Texas.
Brad will explain how his firm’s risk assessment and decision-making relative to clients with IRS liabilities has transformed over time. With Tax Guard’s involvement, Advantage Business Capital now can better manage risk and fund clients it would not have previously.
WHAT YOU WILL LEARN
Jason and Brad will discuss how Tax Guard’s involvement can help you:
Identify and Manage Risks
Resolve Your Clients’ Tax Liabilities
Protect You and Your Client from the IRS
Preserve Funding and Grow Your Portfolio
HOSTED BY:
Jason Peckham
VP of Resolutions
Tax Guard
As Vice President of Resolutions for Tax Guard, Jason is responsible for the tax resolution division of the company with an emphasis on preserving the funding relationships between commercial lenders and borrowers.
Jason has spent the past 15 years as an attorney working directly with businesses resolving collection matters with the federal and state taxing authorities.
Brad Baird
EVP & Chief Credit Officer
Advantage Business Capital
Brad has served many roles at Advantage since joining the company in 1995, with his current position being Executive Vice President and Chief Credit Officer.
Prior to Advantage, Brad had seven years in the commercial banking industry, where he worked for three Texas community banks, and seven years in the commercial finance industry, where he was employed by a national equipment financing and leasing company.
Fund or Don’t Fund? What to Consider When Clients Have IRS Liabilities
Don’t miss this opportunity to learn from the experts as they cover best practices when faced with a client with IRS liabilities.
Questions? 1.877.550.6325