Crowne Plaza - Times Square Manhattan New York, New York
Speaker(s):
Richard J. Sapinski
Sponsor:
New York University School of Professional Studies
Topic:
Practical Tips From the Trenches: Dealing With Overbroad Information Document Requests and Demands to Interview the Taxpayer
An audit is a forum for exchanging information and the IRS often takes the first step by issuing wide-ranging information document requests, and lately, there has been an uptick in IRS requests to personally interview the taxpayer, even at the beginning of the audit. Broad demands for information and interviews raise questions of ability to produce, relevance and privilege. Often, the practical way in which the parties approach the information exchange process is more important than the law governing the process. This panel of expert tax litigators provides practical tips and examples of how to address difficult or sensitive requests for information by the IRS.