July 8, 2025


Webinar


2 CPE

Navigating IRS Authorizations: Form 2848 & Form 8821

July 8, 2025
Webinar
2 CPE

Navigating IRS Authorizations: Form 2848 & Form 8821

  • Instructor

    Mary Jane
    Hourani

Learning Objectives

After attending this presentation, you will be able to...

  • Recall the Gramm-Leach-Bliley Act and its requirements for data security.
  • Analyze compliance requirements under Circular 230 related to WISP and data security.
  • Identify AICPA Statements of Standards applicable to WISP.
  • Recall the essential components of a WISP and how to draft one.
  • Recognize the role of employee and contractor training in maintaining data security compliance.
  • Assess how FTC regulations impact WISP implementation and enforcement.
  • Evaluate due diligence practices for ensuring WISP compliance.
  • Develop strategies for monitoring and updating a WISP to meet evolving standards.

Major Topics

The major topics that will be covered in this course include:

  • Types of IRS letters: General notices, audits, collections, return requests, and errors.
  • Deadlines for responding to IRS correspondence.
  • Communication best practices for dealing with the IRS.
  • Avoiding escalation and penalties through proactive responses.
  • Ensuring compliance when addressing IRS correspondence.
  • Real-world examples of successful IRS communications.
  • Common pitfalls in handling IRS letters and how to avoid them.
  • Strategies for advising clients on IRS correspondence.

CPE Credits Available

2 CPE
2
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Taxation

Advanced Preparation

None

Intended Audience

CPAs, EAs, tax professionals and other financial experts involved in IRS communications and client representation

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
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  • ASCPA Non-Member

    $ 139 139
    Your Price

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