Everything There is to Know About Summonsing
Friday, January 10, 2025
Webcast or Webinar, Online
5:00 PM - 6:00 PM (opens at 4:30 PM) EST
1Credits
Technical Business
Registration is Open
Members
$55.00 Regular Price
Non-Members
$70.00 Regular Price
CPE PowerPass Users
Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Don't have a CPE PowerPass? Click
here to find out more about the CPE PowerPass program.
Course Type: Webcast
Course Code: 24/CX43842
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Taxes
Overview:
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.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.
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.