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Everything There is to Know About Summonsing

ID: 60593
Thursday June 27, 2024 11:30AM - 12:30PM
Topics: Tax

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.

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.
Who will benefit: EA's, CPA's, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.