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IRS Information Document Requests and Summonses

 

Gain a better understanding of the IRS Information Document Requests and summons process, as well as strategies for responding to IDRs and IRS summonses.

When the IRS begins an examination of the taxpayer, there are two tools that the IRS typically uses to obtain information - Information Document Requests (IDRs) and summonses. This course will provide a nuts and bolts overview of both IDRs and summonses, including an explanation of how both IDRs and summonses fit into the examination process. The material will also identify strategic considerations and provide best practices for responding to IRS information requests. Gain a working knowledge of both IDRs and summonses and strategic considerations that go into responding to those requests.

Agenda

Faculty

George Hani

George Hani

Miller & Chevalier Chartered

  • Vice Chair of the Tax Department at Miller & Chevalier Chartered
  • Practice concentrates on the resolution of tax controversies at the administrative level, with a particular focus on tax accounting issues
  • Conducts regular seminars and workshops on administrative practice and procedure and tax accounting issues
  • Former chair, ABA Taxation Section, Administrative Practice Committee; former chair, Taxation Section, District of Columbia Bar; former chair, Tax Audits and Litigation Committee, Taxation Section, District of Columbia Bar
  • Chambers USA: Tax Controversy (national), 2016 - 2021; Chambers USA: Tax (District of Columbia), 2016 - 2018; International Tax Review: Tax Controversy Leaders (U.S.), 2015, 2017; Legal 500: Tax: International Tax, 2016 - 2019; Legal 500: Tax: Contentious, 2016 - 2021; Legal 500: Tax: Non-Contentious, 2017 - 2019; Washington’s Top Lawyers: Tax (Washingtonian Magazine), 2015 – 2018; 2020
  • J.D. degree, magna cum laude, The Catholic University of America, Columbus School of Law; Ed.M. degree, Harvard University; B.A. degree, Duke University
  • Can be contacted at 202-626-5953 or [email protected]
Samuel Lapin

Samuel Lapin

Miller & Chevalier Chartered

  • Senior associate in the Tax Department at Miller & Chevalier Chartered
  • Practice concentrates on tax controversy matters, including administrative appeals and tax litigation
  • Conducts regular seminars and workshops on administrative practice and procedure and tax controversy issues
  • Chair of the New Tax Practitioners Committee, Taxation Community, District of Columbia Bar

Clerk, The Honorable Cary Douglas Pugh, United States Tax Court

  • J.D. degree, cum laude, Temple University Beasley School of Law; B.A. degree, University of Pittsburgh
  • Can be contacted at 202-626-5807 or [email protected]

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