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Live Webinar

90-minute live streaming program
  • March 21
  • 1:00 - 2:30 pm EST

IRS Information Document Requests and Summonses

March 21

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.

Learning Objectives

  • You will be able to describe the typical timeline for responding to both IDRs and summonses.
  • You will be able to discuss current issues relating to both IDRs and summonses.
  • You will be able to explain the mechanisms that the IRS uses to obtain information during the examination process.
  • You will be able to identify common issues that could affect your strategy in responding to IDRs and 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.

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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More Program Information

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

Live Webinar Registration

  • AIPB 1.5
     
  • This program is acceptable for 1.5 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • CFP 1.5
     
  • The Certified Financial Planner Board of Standards, Inc. has granted 1.5 hours of continuing education credit. Level of Knowledge: Intermediate.
     
  • AL CLE 1.5
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.5 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, Inc. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • GA CLE 1.5
     
  • This program has been approved by the Georgia Commission on Continuing Lawyer Competency for 1.5 CLE hours.
     
  • HI CLE
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 0.0 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MS CLE 1.5
     
  • This program has been approved by the Mississippi Commission on Continuing Legal Education for a maximum of 1.5 credit hours.
     
  • MT CLE 1.5
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.5 CLE credits.
     
  • NH MCLE 1.5
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 90 Minutes.
     
  • NJ CLE 1.8
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.8 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • TN CLE 1.5
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.5 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of Law & Legal Procedure credit.
     
  • WI CLE 1.5
     
  • This program has been approved by the Board of Bar Examiners for 1.5 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 1.8
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 1.8 MCLE hours.
     
  • Enrolled Agents 1.0
     
  • This program qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 1.8 including Specialized Knowledge 1.8
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.8 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 1.8 hours. Prerequisite: basic knowledge of taxation. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 1.5 hours.
     

Who should attend?

This live webinar is designed for accountants, tax managers, CFOs, controllers, enrolled agents, business managers and owners, presidents, vice presidents, CEOs, business and financial analysts, risk managers, bookkeepers, operations managers, banking professionals and attorneys.

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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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