Navigating IRS Authorizations: Form 2848 & Form 8821 (C67793)

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Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/02/2025

Registration Open:

12:00 AM - 2:30 PM

Time:

2:30 PM - 4:30 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Taxes (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

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.

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.

Speaker(s)

Prerequisites

None