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IRS Forms 8821 and 2848: Perfect Your POA Strategy for Success 2 Credits

Feb 12, 2025, 12:00 PM ET

IRS Forms 8821 and 2848: Perfect Your POA Strategy for Success 2 Credits

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Live Webinar
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  • Attend the live interactive session
  • Answer the polling questions
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Feb 12, 2025, 12:00 PM ET

Learning Objective

  • Identify the differences between Forms 8821 and 2848. 
  • Explain the process of obtaining a CAF number. 
  • Recognize common POA submission errors and avoid them. 
  • Know how to select the right POA form for different client scenarios. 
  • Review the POA submission process for quicker approval.

Course Overview

Did you know that thousands of POA forms, including Forms 8821 and 2848, are rejected every year due to common mistakes? These errors can slow down critical processes for your clients and cost valuable time. 

In this CE Course, you’ll gain the confidence to select the right form, avoid mistakes, and streamline your POA strategy. By understanding the key differences between Forms 8821 and 2848, you’ll know exactly which form to use, ensuring smooth submissions every time. This course goes beyond theory, offering practical tips on securing your CAF number and handling any POA scenario. You’ll also explore the most common pitfalls when filling out these forms and how to ensure they are submitted flawlessly.

Major Topics:

  • Differences Between Forms
  • Securing CAF Number
  • Submitting Flawless POAs
  • Avoiding Common Errors
  • Selecting the Right Form

With expert guidance from Melinda Tolbert, you’ll walk away with a clear, actionable strategy for handling POAs with ease. Don’t let minor errors derail your client’s case. Learn how to navigate these forms like a pro. Join this course today to master the art of submitting perfect POA forms and boost your client service!

Click here for Enrolled Agent CE Courses.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1895) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02342-25-O) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1895) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02342-25-O) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02342-25-O) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

About Instructor

Melinda Tolbert

Melinda Tolbert

Founder & CEO, MJ Tax Relief Group

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Melinda Tolbert, Founder and CEO of MJ Tax Relief Group®, is a dynamic and highly respected leader in the tax resolution industry. Known for her integrity, compassion, and relentless dedication, Melinda has spent over 19 years transforming the lives of her clients by resolving even the most complex tax challenges. As a federally licensed IRS Enrolled Agent (EA), she is authorized to represent taxpayers before the IRS in audits, collections, and appeals, holding the same representation rights as tax attorneys. 


Melinda’s expertise lies in providing innovative, ethical, and personalized solutions for business owners and individuals facing tax issues. She has successfully guided thousands of clients through the complexities of tax law, earning a stellar reputation for her deep knowledge, strategic approach, and exceptional negotiation skills. Her passion for helping clients achieve financial freedom drives every aspect of her work. 


Under Melinda’s leadership, MJ Tax Relief Group® has become a beacon of excellence, defined by its culture of continuous learning, teamwork, and adaptability. Her commitment to excellence has earned her numerous accolades, including being named one of the Top Tax Resolution Experts in the Country, recognition as part of the Top 3 Tax Firms (2016-2025), and induction into the Best of Columbus Tax Firm Hall of Fame. Additionally, she holds certifications as a Certified Tax Coach and Certified Negotiation Expert.

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To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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