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
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
Miller & Chevalier Chartered
- Counsel in the Tax Department at Miller & Chevalier Chartered
- Practice concentrates on tax controversy and litigation matters
- Experience in representing clients during IRS audits and before the IRS Independent Office of Appeals on a variety of issues, including the R&D credit, partnership basis adjustments, management fee waivers, charitable contributions, and collection and penalty issues
- Assists clients with international tax planning and tax policy matters
- Active member of the ABA Tax Section and the DC Bar Tax Community and former Law Clerk to Judge Cary Douglas Pugh on the U.S. Tax Court
- Recognized by The Best Lawyers in America for Litigation and Controversy - Tax (Ones to Watch) and Tax Law (Ones to Watch)
- Conducts regular seminars and workshops on administrative practice and procedure and tax controversy issues
- 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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