Course Overview

As a tax professional, navigating the maze of IRS forms, transcripts, and payment options can be overwhelming. Do you know when to use IRS Form 2848 or Form 8821? Are you familiar with the nuances of setting up an IRS Tax Pro Account?

This CE course is designed for both new and experienced tax professionals who want to master the critical aspects of IRS documentation and client management. We’ll cover everything from obtaining Power of Attorney (POA) to reading IRS transcripts and understanding your clients’ available options when they owe back taxes. In this course, you’ll learn how to fill out IRS POA forms 2848 and 8821 properly and understand when to use each.

Learning Objectives

Ø  Know how to prepare an IRS POA form 2848 and 8821 Tax Authorization.

Ø  Analyze IRS Installment Agreement knowledge.

Ø  Review set up of an IRS Tax Pro Account and why.

Ø  Discuss the IRS Account and wage & Income Transcripts.

Ø  Interpret IRS Wage & Income Transcripts.

Major Topics

Ø  IRS POA Form 2848

Ø  IRS Form 8821 Usage

Ø  IRS Instalment Agreements

Ø  IRS Tax Pro Accounts

Ø  Reading IRS Transcripts

Credits and Other Informations

Ø  IRS CPE Credits: 2.0 TAX

Ø  Location: Virtual/Online

Ø  Delivery method: Group Internet Based

Ø  IRS Course ID: DFFSC

Ø  Attendance Requirement: Yes

Ø  Session Duration: 2 Hours

Ø  Case Studies and Live Q&A session with speaker

Ø  PowerPoint presentation for reference

Who Will Benefit

Ø    CPA

Ø     Enrolled Agents (EAs)

Ø  Tax Professionals

Ø  Attorneys

Ø  Other Tax Preparers

Ø  Finance professionals

Ø  Financial planners

 

Speaker

Marc J. Dombrowski, EA specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  He has lectured since 1994 on advanced collection topics. As an Enrolled Agent, he is licensed to practice before the IRS in all 50 states. He received the NAEA President’s Award for his contributions to the practitioner community.

As an educator, he received the NAEA’s Excellence in Education Award. He is a former contributor to CNBC, the NAEA's EA Journal and the Wall Street Journal Online. He is a Level I, Level II, Level III and Graduate Level instructor with the National Tax Practice Institute. In addition to several Chapter EA speaking engagements, he has spoken for the NYS Society of EA's, CA Society of EA’s, Florida EA Society, Missouri Society, NJ Society, Tennessee, Washington, Arizona, Michigan, Georgia, Louisiana, New England EA’s, Utah EA Society, NATP and the Ohio EA Society's Annual Convention(s).  He has collaborated with Tax Practice Pro to provide several Collections Webinars and Podcasts that qualify for Continuing Education on IRS and State Collection Topics. Marc is also a FINRA Arbitrator.

Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation.

 

 

 

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