Record Retention, Privacy, and the Freedom of Information Act

ON-DEMAND

Online

1-Tax
CPE Credits

CPE when you want it!

Demystify the IRS! Gain knowledge that will save taxpayers time, money, and stress.

Hear Stuart P. Sobel, EA cover the following:

How long to retain records and supporting information
Requesting information from the IRS under the Freedom of Information Act
How the taxpayer can secure information relating to tax accounts
Administrative summons
What the IRS is allowed to disclose to a third-party
Analysis of the Taxpayer Bill of Right
What constitutes evidence

Registration

PICPA Member: $29
Nonmember: $39

More Information

Course No. ON-DEMAND Level: Basic

Prerequisites:

None

Notes

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Speaker(s)

Stuart Sobel

Stuart P. Sobel, EA
President
Tax Media Network, Inc.

Stuart P. Sobel, EA is the president of Tax Media Network, Inc. located in Indianapolis, Indiana. TMN produces educational resources for the CPA, Attorney, EA, and nonprofits. Products include book publishing, webcasts, and live courses. Areas of focus include, tax issues, nonprofit governance and strategic planning, and IRS tax controversy.

For 15 years, his firm, Stuart Sobel Consulting, Inc., provided tax consulting in tax planning, business creation, tax-exempt filing, strategic planning, charitable giving, employment benefits, and tax controversy issues. He has helped to create thousands of diverse businesses and nonprofit organizations including public charities, trade associations, and athletic organizations worldwide. Stuart has helped to form international entities in a number of countries including Belize, Senegal, Central African Republic, El Salvador, Mexico, Lebanon, Suriname, Guinea, Sierra Leone, Ghana, Cameroon, Bulgaria, Romania, Zimbabwe, Iraq, Philippines, Romania, Kenya, Congo, Zambia, and Nicaragua.

During the 30 years he worked for the Internal Revenue Service, Stuart held a number of positions, including revenue agent, expert witness, chief examination branch, chief review staff, and group manager. His responsibilities included oversight of audit selections, examination of tax returns, and technical approval of completed cases. He is one of the co-authors of the Internal Revenue Service Examination Standards and was loaned by the IRS to the Russian Republic for the design of their tax system after the breakup of the Soviet Union. He also co-authored the IRS Guide for Return Selection and Examination Plans for Returns Program Managers.

For fourteen years, Stuart taught entrepreneurship, accounting, and tax courses as a member of the Indiana University adjunct faculty.

Stuart was the producer and host of his own nationally syndicated radio program, Wise Choices: Taxes and Charity Today, which aired for eight years on more than 25 radio stations throughout the United States. The media has referred to Stuart as a tax expert and “The Guru of Giving.” Stuart is a recognized author of four books dealing with taxation and nonprofit issues. He loves to make taxation less “taxing” for the mind and wallet!

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