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Self-Study

Everything There Is To Know About Summonsing

Valid for one year from purchase date
Self-study - On-Demand
1 CPE (1 technical)

Course code: 24SX-0148
View pricing

Online orders are not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.


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.

Major subjects

  • 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

Learning objectives

  • 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.

Who should take this program?

  • EA's, CPAs, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving

Pricing

Standard Member Fee $29.00
checkmark Standard Nonmember Fee $29.00
Our records indicate you are a nonmember. If you register, you will be charged $29.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online orders are not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to order.

More program information

Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level Basic
Format Self-study - On-Demand
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None

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