Everything There is to Know About Summonsing
Monday, April 14, 2025
8-9 a.m. Central
1 CPE (1 technical)
Course code: 25WX-0170
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
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.
Major subjects
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The ingredients that make up an IRS summons.
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The IRS' legal authority to summons.
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How to comply with a summons.
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Whether to appear in response with your client or not.
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Common errors the IRS can make that will invalidate a summons.
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Following DOJ summons referral process; all based on an actual case.
Learning objectives
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Distinguish IRS authority to summons.
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Identify practical approaches to complying with an IRS summons.
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Recognize IRS summons procedure.
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Recall the steps involved when the IRS decides to make a summons referral.
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Recognize how to elevate summons disputes.
Who should take this program?
- EAs, CPAs, attorneys, and anyone Interested in learning more about IRS representation and tax problem solving.
Pricing
|
Standard Member Fee |
$55.00
|
 Standard Nonmember Fee |
$55.00
|
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you are a
nonmember.
If you register, you will be charged
$55.00
(Standard Nonmember Fee).
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Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (1.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 108744
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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