Minnesota Society of Certified Public Accountants

1650 West 82nd Street, Ste 600
Bloomington MN 55431
Ph: 952-831-2707 Fax: 952-831-7875
www.mncpa.org

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Webinar

New

CPAxPACK Bundle: The Ultimate IRS Guide -- Forms and Collections

Tuesday, July 1, 2025
8 a.m.-4 p.m. Central
8 CPE (8 technical)

Course code: 25WX-1460
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This CPAx Pack includes four individual sessions for a total of 8 CPE. You receive significant savings when purchasing these webinars as a Pack. Each of the courses runs live once a month beginning May 1, 2025 through April 30, 2026. Register for these scheduled courses as your schedule allows - at no extra cost to you. Once registered for this pack, log in instructions will be emailed to you separately for each individual course.

Navigate the complexities of IRS procedures with our comprehensive course bundle, designed to equip you with the knowledge and skills needed to handle various IRS interactions with confidence.

From understanding the nuances of Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) to mastering the intricacies of IRS collections through Form 433 and Offer in Compromise, this bundle covers it all. Learn the step-by-step process of navigating IRS collections and gain insights into effectively responding to IRS correspondence.

Each course is meticulously crafted to provide you with practical tools and strategies for managing IRS authorizations, collections, and communications.
Join us and transform your understanding of IRS procedures, ensuring you are well-prepared to tackle any IRS-related challenges.

Enroll today and take control of your IRS interactions with confidence!

Major subjects

Course 1: Navigating IRS Authorizations: Understanding Power of Attorney (Form 2848) and Tax Information Authorization (Form 8821) | CPE: 2 | Description: Providing a practical 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. The course will cover practical issues, ethical considerations, and best practices for managing client authorizations through the IRS Centralized Authorization File (CAF) system.
Course 2: Navigating IRS Collections: Overview of Form 433 & Offer in Compromise | CPE: 2 | Description: This course highlights when to use Form 433-A or 433-B, along with documents needed to effectively submit an Offer in Compromise (OIC) or Installments Agreement. Settling tax debts is an important part of the IRS collection process, this course helps guide taxpayer representatives through the process so they may efficiently complete these necessary forms.
Course 3: Navigating IRS Collections: The Collection Process | CPE: 2 | Description: This course is designed for tax professionals seeking to understand and navigate the IRS collection process effectively. Participants will gain in-depth knowledge of the various collection methods employed by the IRS, including liens, levies and wage garnishments. Addition all, participants will learn strategies to avoid or halt collection actions and the implications of the statute of limitations on tax collection.
Course 4: Navigating IRS Correspondence: Effectively Responding to IRS Letters | CPE: 2 | Description: Participants will learn how to interpret the most common IRS correspondence, adhere to response deadlines, and effectively communicate with the IRS to resolve issues and minimize risks. It provides professionals with knowledge and strategies needed to handle the most common notices including audit requests, collections & return inquiries as well as error notices. Focusing on best practices to ensure compliance and avoiding penalties or escalation.

Learning objectives

Distinguish between the authorities granted by Form 2848 and Form 8821
Identify situations where a Power of Attorney is required for IRS representation
Identify the stages of the IRS collection process, from initial notice to enforced collection actions
Analyze differences between IRS employee designations and their authorities
Identify and interpret the most common IRS letters, including general notices, audit requests, collections, return inquiries, and error notices

Who should take this program?

CPAs, EAs, tax professionals, financial planners, investment advisors, attorneys, those advising clients on IRS collections and resolving tax liabilities

Pricing

Standard Member Fee	$199.00
Standard Nonmember Fee	$199.00

Our records indicate you are a nonmember. If you register, you will be charged $199.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.