@Heather Keller welcome!

@Danielle Causey greetings! I'm in San Diego, not too far from Riverside. I am new to brother @Kafil Tunsill and his process here and am also learning. But he is well versed in equity and suretyship which is VERY important to innerstand when it comes to anything law. I would personally start there to gain innerstanding for the purpose and reasoning for what he is doing. I'm always down to bounce knowledge, ideas and processes with others who are interested. Blessings to you on your journey! 🙏

You can get your CAF # on the tax pro portal from the IRS. No 2848 required. As for trusts, yes you need to do 2848 for each

@Reginald McCray it’s a central authorization file # the IRS uses to track POA’s. Makes it easier to get those 2848 forms accepted.