Representing Your Clients Before the IRS: What You Can (and Can't) Do

EVENT DESCRIPTION

Effective IRS representation requires a thorough understanding of practitioner authority, limitations, and ethical obligations under Circular 230. This course defines the scope of practice for CPAs, enrolled agents, and other credentialed representatives, covering Form 2848, CAF procedures, and the distinctions between unlimited and limited representation rights.

EVENT OBJECTIVE

  • Identify who is authorized to represent taxpayers before the IRS under Circular 230
  • Prepare and properly execute Form 2848 and understand CAF file procedures
  • Distinguish between limited and unlimited representation rights
  • Recognize Circular 230 duties and restrictions applicable during IRS representation
  • Apply best practices for managing representation engagements

COURSE NAME

Representing Your Clients Before the IRS: What You Can (and Can't) Do

COURSE DESCRIPTION

N/A
  • Date: Aug-01-2026
ON DEMAND COURSE DETAILS
  • Course Name:
    Representing Your Clients Before the IRS: What You Can (and Can't) Do
  • Event Type:
    On Demand
  • What you'll learn:

    N/A

  • Delivery Method:
    ONLINE
  • Category:
    N/A
  • Start Date:
    Aug-01-2026
  • Provider:
    N/A
  • Duration:
    N/A
  • Expiry:
    No Expiry