Episode 165: IN FOCUS: How to Discharge IRS and NYS Tax Liens with Scott Kestenbaum and Jill Monoson (Kestenbaum & Mark)

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

This week, we go IN FOCUS where we explore more advanced wealth planning topics.

Today, we are joined by Scott Kestenbaum and Jill Monoson both from Kestenbaum & Mark LLP based in Great Neck, NY. Scott and Jill will be discussing “Don’t Lien on Me: How to Discharge IRS and NYS Tax Liens.”

By way of background, this episode will cover the discharge of income tax liens by the IRS and New York State (NYS), exploring the conditions under which these liens can be removed or resolved. It will delve into the specific procedures for requesting a discharge, the required forms, and key factors that influence approval. Additionally, the talk will address the release of estate tax liens by both the IRS and NYS, highlighting the unique circumstances and processes involved in discharging liens related to estate taxes. Practical insights will be provided on how individuals and businesses can navigate these complex tax lien issues.

***UPCOMING LIVE SPRING WEBINAR: My next webinar is Thursday, June 18th @ 8:30am on “Mid-Year Money Check-In: The 2026 Trends That Are Impacting Your Wealth” featuring, yours truly, Jonathan I. Shenkman President & Chief Investment Officer of ParkBridge Wealth Management based in New York. You can register here: https://us02web.zoom.us/webinar/register/WN_aF6uLMEfRUGjJeCQad2c8g***

M latest book, “D is for Diversification: The ABCs of Personal Finance” is now available on Amazon or at www.JonathanOnMoney.com. It is a great way to support these podcasts.

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