One of the more frequent requests for help that come into our office from practitioners concerns preparation of disclosure authorization forms – form 2848 and form 8821.
This program will take the tax professional through the nuances of proper preparation, both to comply with legal and ethical obligations but also to avoid mistakes which can prevent the central authorization file unit from posting the authorization. With 30-day IRS processing times, practitioners cannot afford to make these errors!
The 50-minute program will discuss:
1. What is a disclosure authorization, and which for applies to the taxpayer in question, form 8821 or form 2848?
2. Proper completion of line 3 – Acts Authorized. Frequently, representation professionals complete this line correctly, but the IRS won’t grant access to the needed information, because the practitioner made the wrong CHOICES.
3. What the heck is an Intermediate Service Provider?
4. Where to file the disclosure authorization.
5. What time of day to file the disclosure authorization (YES – it matters).
6. When can a practitioner use a digital signature?
7. When MUST a practitioner get and “ink” or “wet” signature?
This webinar qualifies for 1 IRS CE & 1 NASBA CPE Credit
Chester, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at...
Marc Dombrowski, EA specializes in tax resolution services, including: IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments. He has lectured to other Tax Professionals since 1994 on advanced...
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