Navigating IRS Authorizations: Form 2848 & Form 8821
Navigating IRS Authorizations: Form 2848 & Form 8821
CPE Credit:
2
Overview
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.
Field of Study:
Taxes (2.0 CPE)
Instructor
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
Additional Details
Who should attend:
CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation
Program Level:
Basic
Program Content:
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.
Learning 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.
Prerequisites:
None
Advanced Preparation:
None
Developed By:
Hourani & Associates Inc
Format:
Group-Internet-Based
Course Code:
HIMHUPA2
Our Partners
NASBA Sponsor
Navigating IRS Authorizations: Form 2848 & Form 8821
Course Code:
HIMHUPA2
Program Level:
Basic
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.
Program Content:
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.
Learning 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.
Who should attend:
CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation
Developed By:
Hourani & Associates Inc
Instructor:
Mary Jane Hourani, MM, EA, NTPI Fellow
CPE Credit:
2
Field of Study:
Taxes (2.0 CPE)
Prerequisites:
None
Advanced Preparation:
None
Format:
Group-Internet-Based
OR
Register By Phone: Call 877.370.2220 and press “1” for the webinar hotline to register
Price
Single Registration
$89.00
Upcoming Dates
- 5/19/2025 @ 12:30 PM
- 6/4/2025 @ 2:00 PM
- 6/19/2025 @ 3:30 PM
- 7/8/2025 @ 2:30 PM
- 7/21/2025 @ 9:30 AM
- 8/7/2025 @ 10:30 AM
- 8/21/2025 @ 2:00 PM
- 9/8/2025 @ 2:30 PM
- 9/22/2025 @ 2:00 PM
- 10/7/2025 @ 10:30 AM
- 10/22/2025 @ 11:30 AM
- 11/3/2025 @ 10:00 AM
- 11/17/2025 @ 12:00 PM
- 12/10/2025 @ 3:00 PM
- 12/22/2025 @ 3:00 PM
- 1/6/2026 @ 1:30 PM
- 1/19/2026 @ 1:00 PM
- 2/6/2026 @ 1:30 PM
- 2/17/2026 @ 2:00 PM
- 3/3/2026 @ 10:30 AM
- 3/18/2026 @ 10:30 AM
- 4/9/2026 @ 2:30 PM
- 4/20/2026 @ 2:00 PM
All times are Eastern Time Zone
