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[ 2025 Training Event #6 ]

Using Form 8821 vs Form 2848 and IRS Online Tools

Tuesday, June 10th | 2:00-3:00pm Eastern

Enter your information below (exactly as the IRS has it) to register for this event. Include your PTIN number if you would like to receive continuing education credit with the IRS. CPAs & Attorneys do not need to enter a PTIN if they do not need IRS credit.

 

Course Description

Are you often puzzled about whether to file an 8821 or a 2848 when starting a new representation case? You’re not alone. These are vital tools in the world of representation, and knowing the ins and outs can make all the difference in your practice.

Discover the Key Differences

Dive deep into the nuances of the 8821 & 2848 forms. By the end of our course, you’ll have a clear understanding of when and how to file them, and the distinct roles they play in client representation versus information gathering.

Learn how the CAF Unit Works

Ever wondered how the Centralized Authorization File (CAF) Unit processes these forms? We’ve got you covered. Plus, learn the essential steps to close your cases correctly, ensuring you’re not leaving any room for future liabilities.

Stay Updated & Protected

Did you know that neglecting to withdraw your 2848s and 8821s post-engagement can expose you to potential risks? Our course will guide you through the correct withdrawal process, keeping you and your clients safe.

New IRS Functionality is a Game Changer!

The IRS has rolled out new features to simplify obtaining a CAF number, checking your authorizations, and online tools for tax practitioners. Stay ahead of the curve and find out how to leverage these updates to ensure your list remains accurate.

Course Highlights:

  • The 8821 vs. 2848: Know the difference and filing techniques.
  • Dive into the world of client representation vs. information gathering.
  • Master the CAF Unit’s processing methods for 8821s & 2848s.
  • Learn the step-by-step process to withdraw your forms.
  • Access your CAF list online with ease
  • Review some online tools for tax practitioners

Participants will earn: 1.0 CPE/CE credit

Field of Study: Taxation

Price: FREE

Course presented by: Angelene Wierzbic, EA, CTRS

Angelene Wierzbic is an IRS Enrolled Agent as well as a Certified Tax Resolution Specialist with Lawler & Witkowski CPA’s. She has spent two decades in the trenches working on complex tax resolution cases. She has worked and consulted on many hundreds of cases in her career and is an instructor in the ASTPS Tax Resolution Accelerator. Additionally she was the 2023 Top Presenter at CPAAcademy.org.

Additional Information:

Prerequisites: None

Who Should Attend: Any tax professional that wants to better understand how to represent troubled taxpayers.

Advance preparation: None

Program level: Intermediate – Attendees should possess the knowledge common to CPAs, EAs, and Attorneys.

Delivery Method: Group Live

For more information regarding program concerns, or cancellation
policies, please contact our offices at (716) 630-1650 or send an email to info@astps.org.

The American Society of Tax Problem Solvers 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.

The American Society of Tax Problem Solvers (ASTPS) is an approved continuing education provider through the IRS.