Skip to main content

L1.01.21 Introduction to Representation - (2 CE)



Introduction to Representation

IRS Program #: XQQU-T-00736-21-O/S
CE: 2
Speaker: Laura Strombom, EA

Introduction to RepresentationThis session introduces the tax representative to the world of representation. Participants will learn important concepts allowing them to begin representing clients before the Internal Revenue Service.

Learning Objectives:

  • Learn the IRS structure, important acronyms, and structure of a representation case.
  • Understand how to correctly complete Form 2848 and Form 8821;
  • Describe the importance and core components of an engagement letter.
   
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.

Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.