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Navigating IRS Authorizations: Understanding Power of Attorney, Form 2848, and Form 8821 WEBCAST

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2.0 Credits

Member Price $79.00

Non-Member Price $109.00

Overview

This two-hour course provides a comprehensive 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.

Highlights

Overview of IRS Power of Attorney (POA) rules. Form 2848: Authority to Represent Clients before the IRS. Form 8821: Accessing Tax Information Without Representation.

Prerequisites

None.

Designed For

CPAs, EAs, and tax professionals advising clients on IRS collections and resolving tax liabilities.

Objectives

Evaluate common mistakes and compliance risks when filing Forms 2848 and 8821. Analyze limitations imposed by IRS rules on the authority granted through these forms

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Mary Jane Hourani, Professional Education Management Inc

Mary Jane Hourani, MM, EA, NTPI Fellow, Tax Accountant Mary Jane has been practicing since 1993, working for a couple larger Tax, Accounting, & Audit Firms in before transitioning to her own practice in 2005. Mary Jane has a Master of Management from Walsh College of Accountancy and Business Administration as well as a Bachelor of Science from Eastern Michigan University in Public Administration with a focus in Organizational Development and Governmental Accounting. She is credentialed as an Internal Revenue Service Enrolled Agent, allowing her to practice before the IRS. With this credential, she has direct oversite by the IRS Office of Professional Responsibility. She is also a National Association of Enrolled Agents NTPI Fellow. Mary Jane has been an Instructor of Tax for Michigan State University Tax School since 2008 as well as a speaker for several trade organizations since 2005. Mary Jane has been a Contributing Editor and Contributing Author of the National Tax Workbook for the Land Grand University Tax Education Foundation since 2009. She writes and compiles tax course packs used by Michigan State University Tax School and other trade organizations. She is a former H&R Block Instructor/Trainer. Mary Jane is a member of the National Association of Enrolled Agents, Michigan Association of Certified Public Accountants, National Association of Tax Professionals, American Institute of Professional Bookkeepers, and is a QuickBooks ProAdvisor.

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Non-Member Price $109.00

Member Price $79.00