Description
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.
Required Knowledge: None
Advanced Preparation: None
Who Should Attend: EA’s, CPA’s, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.
Objective
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.
Credit Types
- Taxes: 1
- NCACPA On Demand 365
Registration Fees
Registration | Type | Price |
---|---|---|
On Demand (1 hour) | Members | $60.00 |
On Demand (1 hour) | Non Members | $175.00 |

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.