Course Details

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Course Description

Although the IRS has not updated Circular 230 in over half a decade, it is still the foundation for the ethical standards of tax professionals. Circular is meant to insure that practitioners are fit to practice before the IRS. Learn the Rules that practitioners must be aware of as they work with clients and represent clients before the IRS in any tax issues. It is critical to know how these changes will set new standards for quality tax practice and how those standards will be enforced by the IRS.

This course covers the current rules for powers of attorney, information access, IRS interactions, client privacy issues, and guidelines for professional advertising.

Topics Covered

  • Overview of Circular 230
  • Filling in the missing updates
  • Annual Filing Season Program requirements (AFSP)
  • Interacting with OPR
  • Brief Glossary
  • Practitioners re: POA: Limitations, Special Rules, and No Longer Eligible
  • Advertising and Fees

This is designed for tax practitioners who want to learn to interact with clients professionally, avoid potential conflicts of interest issues between clients or between themselves and clients, to learn more about their rights and responsibilities with respect to powers of attorney and IRS representation.

Learning objectives

  • To identify IRS representation and privacy issues
  • To identify who may represent an individual or entity before personnel of the IRS
  • To understand how to use the AFSP when you are not an EA, CPA or Attorney
  • To identify what an unenrolled preparer may do
  • To understand continuing education and record retention requirements

About Presenter

Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the program for UCLA Extension over 25 years ago.

Eva has a B.A. in Accounting and an M.B.A. in International Business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of award-winning best-sellers, including Small Business Taxes Made Easy. and Deduct Everything! You can hear her on various radio stations around the country on a regular basis.  

As a speaker, TaxMama® is popular with both tax professionals and taxpayers. You can find her at www.TaxMama.com where you can subscribe to her free podcast. TaxMama is also the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join.

For the tax community, our mission is to educate tax professionals to be skilled, ethical and profitable in their chosen area of tax preparation and representation.  We do this with courses, books, and newsletters.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Disclaimer

All jurisdictions accept ethics courses from Registry sponsors approved by NASBA to a certain extent. However, some jurisdictions have additional requirements for ethics courses. Please click on the below mentioned link for the additional requirements.https://www.nasbaregistry.org/cpe-requirements

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

IRS Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register
  • Cost $40
  • CPE Credits 2
  • CE Credits 2
  • IRS Course ID GEHNZ-E-00125-20-O
  • Subject Area Ethics (Regulatory)
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, May 26, 2020 | 09:00 AM EDT View Details/Register
Managing Ethical Dilemmas for Texas CPAs
Tuesday, May 26, 2020 | 10:00 AM EDT View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, May 26, 2020 | 11:00 AM EDT View Details/Register
Executive Overview of Leases (Topic 842): Exploring Both the Accounting & Tax Implications
Tuesday, May 26, 2020 | 11:30 AM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy
Tuesday, May 26, 2020 | 12:00 PM EDT View Details/Register
CPA & Accountants: What you should know about Credit Card Surcharging & it's legality
Tuesday, May 26, 2020 | 01:00 PM EDT View Details/Register
Becoming a Cherished Advisor®:The Leadership and Communication Skills to Help You Thrive
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
REMOTELY MANAGE TEAM PRODUCTIVITY, EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Tuesday, May 26, 2020 | 02:00 PM EDT View Details/Register
Is It Deductible: Commonly Asked IRS Deductions
Tuesday, May 26, 2020 | 04:00 PM EDT View Details/Register
Year end tax update : FCCA 2020 & SECURE ACT. (Latest 2019)
Wednesday, May 27, 2020 | 09:00 AM EDT View Details/Register
MULTI-STATE PAYROLL/EMPLOYMENT COMPLIANCES SIMPLIFIED
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Overview of Loss Limitations, Family Office Partnership, Sale to Spousal Grantor Trust
Wednesday, May 27, 2020 | 10:00 AM EDT View Details/Register
Market-Based Sourcing for State Income Taxes
Wednesday, May 27, 2020 | 11:30 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Wednesday, May 27, 2020 | 12:00 PM EDT View Details/Register
Defensive Practice, Quality Control, and Engagement Letters for CPAs
Wednesday, May 27, 2020 | 01:00 PM EDT View Details/Register