November 30, 2023


2 Total CPE Credits


Webinar (CA): Dealing with Tax Administrator Summons; Access to IRS/FTB Information 2023

  • Instructor

    Arthur Dellinger,CPA

  • Instructor

    Lydia Turanchik

Learning Objectives

• Recognize the importance of understanding the IRS investigatory process and receipt of a summons or subpoena
• Identify the legal issues involved in responding to the IRS investigatory process
• Determine how to respond to the receipt of a summons or subpoena

Major Topics

• Understand the purpose of summonses and subpoenas
• Understand the legal issues involved in responding to a summons or subpoena
• Understand the client's privilege claims
• Utilizing the Freedom of Information Act provisions in the examination process

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Update



Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, lawyers and tax preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.