Responding to Administrative Summonses and Grand Jury Subpoenas
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Includes: Video Captions Audio Transcript Slides
- Total Credit Hours:
- 1.00 | 0.50 ethics
- Credit Info
- TX, CA, PA
- TX MCLE credit expires: 3/31/2027
Sessions
Guinevere M. Moore, R. Damon Rowe
Session 1 —60 mins 1.00 | 0.50 ethics
Responding to Administrative Summonses and Grand Jury Subpoenas (Feb 2026)
Learn best practices for minimizing adverse consequences to your client’s business and personal life when faced with one of these investigative tools. Explore what to do both before and after an IRS Special Agent shows up with a summons or grand jury subpoena; the ethical implications surrounding representing a client who has received one of these notices, and responding when one of these documents has been issued to the client’s business, related parties, and third party contacts.
Originally presented: Dec 2025 Taxation Conference
Guinevere M. Moore,
Moore Tax Law Group - Chicago, IL
R. Damon Rowe,
Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P. - Dallas, TX