Webinar: Navigating IRS Authorizations: Form 2848 & Form 8821

WC125  |  Course  |  Basic  |  Scheduled

Description

Providing a practical overview of the IRS Power of Attorney, Form 2848, and IRS Tax Information Authorization, Form 8821. Participants will explore the differences between these forms, understand when each is required, and how to comply with IRS requirements for representing clients and accessing their tax information. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Credits

Number of Credits Type of Credits
2.00 Taxes

Designed For

CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation

Prerequisites

None

Highlights

The major topics that will be covered in this course include:

  • Overview of IRS Power of Attorney (POA) rules.
  • Form 2848: Authority to Represent Clients before the IRS.
  • Form 8821: Accessing Tax Information Without Representation.
  • Identifying errors and compliance risks in POA filings.
  • Rules for revoking or updating POA authorizations.
  • Managing authorizations through the CAF system.
  • Electronic submissions and the IRS online authorization process.
  • Ethical responsibilities when holding a POA.

Objectives

After attending this presentation, you will be able to...

  • Distinguish between the authorities granted by Form 2848 and Form 8821.
  • Identify situations where a Power of Attorney is required for IRS representation.
  • Analyze limitations imposed by IRS rules on the authority granted through these forms.
  • Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821.
  • Utilize of the IRS Centralized Authorization File (CAF) system for managing authorizations.

Preparation

None

Notes

Webinar Day - HELP and Assistance Instructions

  1. The session will open 30 minutes prior to the start time. At that time, you will receive a reminder email bringing you to your Attendee Dashboard and a link to join the webinar.
  2. We recommend you log in early to ensure you are ready to go when the presentation begins.
  3. IF YOU ARE HAVING TROUBLE LOGGING INTO THE WEBINAR, please call the CPA Crossings Customer Service Team at (877)-370-2220 Ext. #1.

Prices

Member (Early Bird)
$89.00
Non-Member (Early Bird)
$89.00
Member
$89.00
Non-Member
$89.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com