Complimentary

August 3, 2026


Live Webcast


NYSED 2
NASBA 2

Preparing the FOIA (Freedom of Information Act) Presented by Nicholas Stedman, Public Disclosures Director, US Dept of Treasury - Tech Session

August 3, 2026
Live Webcast
NYSED 2
NASBA 2

Preparing the FOIA (Freedom of Information Act) Presented by Nicholas Stedman, Public Disclosures Director, US Dept of Treasury - Tech Session

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    Instructor

    Nicholas
    Stedman

    View Bio

Learning Objectives

  • Distinguish IRS and Treasury records that are obtainable under FOIA versus those governed by IRC § 6103
  • Identify the FOIA exemptions most commonly asserted against tax controversy requests, including deliberative process, law enforcement, and personal privacy
  • Utilize Treasury's online FOIA portal to file and track a FOIA request

Major Topics

  • Overview of FOIA for Treasury and IRS records
  • FOIA access versus IRC § 6103 disclosure restrictions
  • Treasury FOIA request process, timelines, and common exemptions

CPE Credits Available

NYSED 2
NASBA 2
2
Taxation (NYSED) - NYSED
2
Taxes (NASBA) - NASBA

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Intended Audience

Anyone who needs to research/ answer an IRS letter for their client should be aware of how to submit a FOIA Request.

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