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Free cpece webinars
Starting a Tax Rep Case: 8821 vs 2848

STARTING A TAX REP CASE: 8821 VS 2848

Available Date(s)
Monday, July 01, 2024: 4:00PM EDT

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-01385-23-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

When you start a new representation case, you’re faced with a decision—do you file an 8821 or 2848? Both are essential tools, and it’s critical to know when to use them, how to file them, and how the CAF (Centralized Authorization File) unit processes each of them. Once you’ve finished with an engagement, it’s crucial to follow the proper case-closing procedure for withdrawing your 2848s and 8821s. Failing to do so can leave you open to potential liability in the future. Because of this potential liability, you need to perform annual FOIA (Freedom of Information Act) checks of your CAF to confirm your list is accurate.

Learning Objectives:


  • Recognize the differences between the 8821 and 2848 and how to file them

  • Distinguish what is considered representing clients versus obtaining information

  • Identify how the CAF unit processes 8821s and 2848s

  • Evaluate the process to withdraw your 2848s and 8821s

  • Determine how to properly prepare a FOIA (Freedom of Information Act) request for your CAF information

  • Recall what to expect and how to read your FOIA

Angelene Wierzbic, EA, CTRS

ASTPS
Tax Resolution Specialist
info@astps.org
(716) 631-5111

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Angelene is an IRS Enrolled Agent, Certified Tax Resolution Specialist, and an instructor for the American Society of Tax Problem Solvers. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on thousands of cases in her career and is an instructor in the ASTPS Tax Resolution Accelerator. 


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About Our Presenter

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The American Society of Tax Problem Solvers is a national non-profit membership association that was founded in 2003 to address the need for IRS Tax Problem Resolution Training and Mentoring. ASTPS offers live technical training conferences, case support & continuing education through membership, and certification opportunities for practitioners looking to specialize in tax problem resolution.