Third Party Authorizations (2848/8821)

This is a 2 hour CE/CPE webinar for CPAs and EAs presented live on July 22, 2024, 2-4pm ET (11-2pm PT)

Revised and updated for 2024!

The this course discusses the difference between Forms 8821 and 2848. What can you do or not do with each of these forms. We also discuss the proper way to prepare Form 2848 and some tips and tricks to not have it rejected. Finally, we discuss the various methods for remitting the Forms 2848 or 8821 to the IRS CAF (Centralized Authorization Function) unit.

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

• Understand what a taxpayer representative is and what the authorization means
• Discuss what authority is granted to you as the representative, power of attorney (POA), or appointee
• Explain the difference between a representative and an appointee
• Discuss the differences between Form 2848 and 8821 and the appropriate things to include onthe respective forms
• What revoking vs withdrawing a power of attorney is and how to do it
• Special POAs
• Review the proper input of Form 2848
• Discuss some tips and tricks in preparing Form 2848
• How to figure out what POAs you have outstanding

• Delivery Method: Group-Internet
• Credit: 2.0 CE/CPE hours
• CPE Subject Area: Taxes (IRS: Federal Tax Law)
• Prerequisite: Basic knowledge of IRS Collection procedures.
• Program Level: Basic.
• Advance Preparation: None required
• IRS Program Number: CBBHU-T-00007-23-O
• NASBA Registry ID: 149009
• Texas State Board of Public Accountancy CPE Sponsor ID 010661

Tax Pro Academy, LLC 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.

Dan Henn, CPA, CTR™ is an entrepreneur, tax education speaker, author of the “No Holds Barred, Candid Talk About Small Business Success In Florida”, "41 Dangerous IRS Tax Red Flags", and "Hidden Profits for Your Tax Practice" and former tax columnist with the Florida Today. With over two 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 and IRS Collection cases.

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

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"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

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Event Venue

Online