FOIA Requests - Get the Inside Information

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on June 3, 2025, 12-2pm ET (9-11am PT)

Revised and updated for 2025!

The FOIA (Freedom of Information Act) established an effective statutory right that records of the Executive Branch of the United States Government are accessible to the people.

The FOIA sets standards for determining which records must be made available for public inspection and which records (or portions of records) should or may be withheld from disclosure. The law also provides administrative and judicial remedies for those denied access to records. Above all, the statute requires Federal agencies to provide the fullest possible disclosure of information to the public.

We will discuss how to request a FOIA, what to request and the process of the FOIA.

Note: This class is conducted via Zoom. You will receive the Zoom link immediately upon checkout and in several reminder emails from Eventbrite.

Course Objectives

• Understand the scope of a FOIA request
• Determine the issues when you should make a FOIA request
• How to make a FOIA request in writing and electronically
• Know where to send your written request
• Examine the requirements the IRS has for a proper response
• Review the Exemptions, Exclusions, and reasons a FOIA request may be denied
• Explain when you can take your denied FOIA request to Appeals

Continuing Education Information

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection or Exam procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: 4Y1UP-T-00176-21-O
• NASBA Registry ID: 140945
• Texas State Board of Public Accountancy CPE Sponsor ID 010474

Tax Marketing HQ is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About the Instructor

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, and "41 Dangerous IRS Tax Red Flags" and tax columnist with Florida Today. With almost three decades’ worth of expertise, he currently dedicates his time to assisting business owners in saving on taxes and growing their businesses primarily in the areas of real estate taxes as well as IRS Collection and Exam cases.

What Others Are Saying About Our Classes

"Hi, Dan, I just wanted to tell you that I thoroughly enjoyed today's webinar. I'm a former Revenue Agent (nearly 9 years), and I've recently opened my own practice as a tax resolution specialist. Even though I'm pretty familiar with much of what you talked about, I still learned a LOT from your presentation." -Lori Rodrigues, CPA

"The instructor was knowledgeable and clear." -Natalie Mitchell, EA

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"I like your honesty when presenting the materials such as what works and what doesn't work." -Sharon Ishii, EA

"Excellent... Provided a great deal of useful information and gave me food for thought." -Anthony Nazarowski, EA

"This webinar provided an excellent overview of the tax resolution process. I plan on going deeper for more detailed information as I wish to expand my practice to include tax resolution services." -Rick Jenkins, EA

"I always enjoy and learn a lot in Jassen and Dan's webinars, Thank you!" -Jennifer Ginther, EA

"Now I have an idea in which direction I will turn my career. Thank you!" -Yelena Lipovetsky, EA