Date: February 12 , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

As the IRS continues to expand its digital tools, many taxpayers and tax professionals remain unaware of the full range of online options available for effective IRS interactions. This webinar will explore the various ways taxpayers and tax professionals can engage with the IRS using its online resources. Tax professionals will learn how to save time by adopting the latest IRS digital features and effectively utilizing IRS transcripts to address client questions and resolve common issues.

Learning Objectives:

• Understand the common situations where taxpayers and tax professionals need to interact with the IRS beyond tax filing.
• Learn how to use IRS transcripts for common tax-related issues.
• Discover how to electronically file and record Forms 2848 and 8821 with the IRS.
• Gain practical knowledge of how to use IRS digital tools to assist clients.
• Understand how to set up access to IRS digital tools.
• Stay informed about upcoming features in the IRS’s digital toolset.

Key Topics Covered:

• Overview of common reasons for working with the IRS and the available options.
• Introduction to IRS Transcripts and their most common uses.
• How to file authorization forms (Forms 2848 and 8821) with the IRS.
• Overview of IRS digital tools for both taxpayers and tax professionals.
• Navigating the Secure Access Digital Identity system.
• Best practices and tips for using IRS online tools effectively.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 2 Hours

Who Should Attend:

• CPAs
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Tax Preparers
• Finance Professionals
• Financial Planners

About Our Speaker

Jim Buttonow, CPA, CITP
Jim Buttonow is a leading expert in tax administration and resolving tax problems with the IRS. He spent 19 years at the IRS in various compliance enforcement roles before transitioning to private practice in 2006. Jim specializes in tax controversy and tax administration, and he has contributed significantly to the development of software tools for tax professionals.

Jim has been instrumental in improving IRS operations, having served as Chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016. His leadership helped shape the IRS’s digital strategy to address systemic challenges in tax administration. He has also served on the IRS Taxpayer Advocacy Panel (TAP) from 2020-2022.