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CSTC Academy: Summer Symposium Series - The Necessity of Preparing & Submitting a FOIA Request
Thursday, June 17, 2021, 8:30 AM - 10:10 AM PDT
Category: CSTC Summer Symposium

The Necessity of Preparing & Submitting a FOIA Request
Thursday, June 17, 2021
8:30 AM to 10:10 AM

Speaker: LG Brooks, EA, CTRS
2 Federal Tax Law Hours
IRS: 18QC1-T-01471-21-O
CTEC: 1000-CE-4872

Session Description:
During the process of representing a taxpayer before the Internal Revenue Service or a State tax authority, the need for internal tax authority records and information maintained by the tax authority concerning your client is not only essential but procedurally necessary. These internal taxpayer records include information and statements made by tax agents, officers and third party contacts that are potentially inaccurate, incomplete, and totally misleading. Without the preparation and submission of a Freedom of Information Act (FOIA) request, you and your client would never be aware of such improprieties. This presentation is designed to thoroughly review, explain, discuss, and demonstrate the suggested technique(s) and of preparing a proper FOIA request as well as when, where, why and how to submit the FOIA request.

Knowledge Level: Intermediate

Learning Objectives:

#1: The attendees will learn and understand why the preparation & submission of a FOIA request is necessary in this volatile tax administrative & legal environment.

#2: The attendees will learn how to prepare a proper and effective FOIA request which is deemed adequate to satisfy federal and state legal guidelines.

#3: The attendees will also learn how to file or submit the FOIA request via several remittance methods which are recognized and recommended by the Government.

LG Brooks, EA, CTRS

LG Brooks is an Enrolled Agent and is the former Senior Consultant of The Tax Practice, Inc., located in Dallas Texas. However, LG is now the Senior Tax Resolution Consultant with Lawler & Witkowski, CPAs and EAs which is headquartered in Buffalo, NY. LG has been in the field of taxation for more than 25 years and has been in practice full time since 1990. LG’s areas of practice include Tax Representation and Pre-Tax-Court Litigation Support Services. LG continues to provide tax presentations for numerous tax and accounting societies and has made presentations at several Internal Revenue Service (IRS) Annual Tax Forums. LG received a Bachelor of Arts degree from Bishop College at Dallas, Texas in 1977 and is a Fellow of the National Tax Practice Institute (NTPI). He is currently a faculty member of the National Tax Practice Institute (NTPI) and he is extremely proud and honored to be an Enrolled Agent.