Speaker and attendees at a UT Law CLE conference presentation
eCourse

Responding to Administrative Summonses and Grand Jury Subpoenas

Contains material from Feb 2026
Responding to Administrative Summonses and Grand Jury Subpoenas
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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.

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

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Sessions

Credit
1. Responding to Administrative Summonses and Grand Jury Subpoenas (Feb 2026)

Guinevere M. Moore, R. Damon Rowe

1.00 0.50 0.00 1.00 | 0.50 ethics
Downloadable Materials
Transcript (txt)
Slides (pdf) – 18 pgs

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