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Audio & Reference Manual

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 information 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 content 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.
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Overview of Information Document Requests (IDRs)
  • IRS Examination and Enforcement Authority
  • Requirements for IRS Issuance of an IDR
  • Requirements, Timeline and Process for Taxpayer Response to an IDR
Effectively Responding to IDRs
  • What Resources Are Available for Taxpayers to Formulate a Strategy for Responding to IDRs
  • Best Practices for Responding to IDRs
  • How to Address Sensitive IDRs Including Requests for Acknowledgement of Facts
Basics of Summonses
  • Requirements for Legally Sufficient Summonses
  • Nuts and Bolts for Responding to Summonses
  • Answering Common Questions Relating to Summonses
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • GA CLE 1.5
     
  • HI CLE
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.5
     
  • NJ CLE 1.8
     
  • NV CLE 1.5
     
  • VT CLE 1.5
     
  • WA CLE 1.5
     
  • WV MCLE 1.8
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

George Hani

George Hani

Miller & Chevalier Chartered

  • 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 - 2018; Chambers USA: Tax (District of Columbia), 2016 - 2018; International Tax Review: Tax Controversy Leaders (U.S.), 2015, 2017; Legal 500: Tax: International Tax, 2016 - 2018; Legal 500: Tax: Contentious, 2016 - 2018; Legal 500: Tax: Non-Contentious, 2017 - 2018; Washington's Top Lawyers: Tax (Washingtonian Magazine), 2015 - 2018
  • 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]
Nicholas Metcalf

Nicholas Metcalf

Miller & Chevalier Chartered

  • Senior associate in the Tax Department at Miller & Chevalier Chartered
  • Practice concentrates on tax litigation and other tax controversy matters with a focus on the taxation of insurance companies and products
  • Conducts regular seminars and workshops on administrative practice and procedure and tax controversy issues
  • Clerk, The Honorable Maurice B. Foley, United States Tax Court
  • LL.M. degree in taxation, with distinction, Georgetown University Law Center; J.D. degree, magna cum laude, DePaul University College of Law; B.A degree, University of Michigan
  • Can be contacted at 202-626-5961 or [email protected]
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 405166
Published 2019
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