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Circular 230

4.6 (7)

Shelli Huston, CPA, MS

Werner-Rocca Seminars. Ltd

  • AFSP
  • EA
  • Tax Preparer
  • CTEC

Published: July, 2020

2 Credits

$50

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-E-00202-20-S)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0211)

2 CE credit of Practitioner Ethics for Maryland Tax Preparers (Approval No. GEHNZ-E-00202-20-S)

2 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-E-00202-20-S)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

Overview

  • IntroductionTaxpayer Bill of Rights
    6 mins
  • Oversight of the Tax Profession
    30 mins
  • Circular 230
    32 mins
  • Practice Before the Internal Revenue Service
    33 mins
  • Miscellaneous Circular 230 Provisions
    51 mins
  • Unenrolled Return Preparers
    57 mins
  • Best practices include the following:
    70 mins
  • Competence (§10.35)
    90 mins
  • Written Advice (§10.37)
    92 mins

Course Description

Internal Revenue Service Circular 230 is the guide for specifics on the responsibilities and duties required of those who prepare tax returns and, give tax advice, as well as detailing who may represent taxpayers before the IRS.

Circular 230 details the regulations governing tax practices. This course speaks to the ethical side of those practices. While most areas of your practice are cut and dry, there are many gray areas that if not handled properly, may cost a practitioner penalties or even the loss of a license.IRS Circular 230 Compliance Update will cover real life examples of tax ethics and how they can affect practitioners. Most violations of Circular 230 are incidental but still can affect the practitioner's right to practice before the IRS. In this topic, we will discuss the most common ethical provisions that practitioners go astray on. We will also look at the new developments in the tax ethics realm.A variety of rules place ethical constraints on the advice that tax practitioners can give clients. This webinar covers statutory, regulatory and ethical standards governing those who practice in the tax field, emphasizing current issues in the application of the rules of professional conduct, Circular 230 (governing those admitted to practice before the Internal Revenue Service), and provisions of the Internal Revenue Code and the Treasury Regulations governing return preparers.

Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is the only seminar where you will hear what the current law says (and does not say) about tax professionals’ ethical obligations in federal tax practice.This webinar provides practical steps for a practitioner to translate and implement those every-day life practices into your business, enabling you and your clients to avoid costly consequences.

This webinar will help tax practitioners, advisors, representatives and anyone who interacts on a regular basis with the Internal Revenue Service and advise clients on tax positions.

Internal Revenue Service Circular 230 is the guide for specifics on the responsibilities and duties required of those who prepare tax returns and, give tax advice, as well as detailing who may represent taxpayers before the IRS.

Circular 230 details the regulations governing tax practices. This course speaks to the ethical side of those practices. While most areas of your practice are cut and dry, there are many gray areas that if not handled properly, may cost a practitioner penalties or even the loss of a license.IRS Circular 230 Compliance Update will cover real life examples of tax ethics and how they can affect practitioners. Most violations of Circular 230 are incidental but still can affect the practitioner's right to practice before the IRS. In this topic, we will discuss the most common ethical provisions that practitioners go astray on. We will also look at the new developments in the tax ethics realm.A variety of rules place ethical constraints on the advice that tax practitioners can give clients. This webinar covers statutory, regulatory and ethical standards governing those who practice in the tax field, emphasizing current issues in the application of the rules of professional conduct, Circular 230 (governing those admitted to practice before the Internal Revenue Service), and provisions of the Internal Revenue Code and the Treasury Regulations governing return preparers.

Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is the only seminar where you will hear what the current law says (and does not say) about tax professionals’ ethical obligations in federal tax practice.This webinar provides practical steps for a practitioner to translate and implement those every-day life practices into your business, enabling you and your clients to avoid costly consequences.

This webinar will help tax practitioners, advisors, representatives and anyone who interacts on a regular basis with the Internal Revenue Service and advise clients on tax positions.

Learning Objectives

  • To identify the Taxpayer Bill of Rights
  • To recognize the Demonstrate ethical practices as they pertain to tax filings
  • To identify the ethical and beneficial planning strategies for clientele

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

4.6

(7)
57%
43%
0%
0%
0%

LS

Great Class