You are likely familiar with and/or have experience with IRS summonses. BUT
Did you know there's a lot of procedure and decorum that goes into issuing a summons that you can leverage to help your client? This program will focus on the basics of an administrative summons, what the IRS can summons for, how you should comply with a summons, summons referral criteria, and common errors and misnomers the IRS can make in generating/serving a summons. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation you will be able to...
Distinguish IRS authority to summons.
Identify practical approaches to complying with an IRS summons.
Recognize IRS summons procedure.
Recall the steps involved when the IRS decides to make a summons referral.
Recognize how to elevate summons disputes.
Major Topics
The major topics that will be covered in this course include:
The ingredients that make up an IRS summons.
The IRS' legal authority to summons.
How to comply with a summons.
Whether to appear in response with your client or not.
Common errors the IRS can make that will invalidate a summons.
Following DOJ summons referral process; all based on an actual case.
CPE Credits Available
1 CPE
1
Taxes
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Taxation
Advanced Preparation
None
Intended Audience
EA's, CPA's, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.
