CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

CIRCULAR 230 ETHICS (UPDATED 2019)

4.4 (608)

Nicholas Preusch

YHB | CPAs & Consultants

Tuesday, March 17, 2020 | 02:30 PM EDT

  • AFSP
  • EA
  • Tax Preparer
  • CTEC
  • CFE

1 Credit

FREE

Subject Area

Ethics (Regulatory)

Course Description

This webinar is designed to meet the general ethics requirements for CPAs licensed in various states. 

The webinar will provide the CPA with an ethical framework that can be used to sort ethical dilemmas. In addition to conceptual theories, it provides detailed guidance on the applicable specific laws, rules, and regulations. The webinar also provides the tools to spot questionable ethical practices and acts as a detailed reference guide to research the appropriate ethical response to virtually any situation. Currently, the IRS only requires practitioners who represent taxpayers before the IRS to follow Circular 230 due to the Loving case. Even though tax representation creates a jurisdiction hook, tax representatives can still run afoul for tax preparation issues under Circular 230.

In this webinar we will discuss key Circular 230 provisions and how some have been changed through litigation. The session covers the basics of 

  • IRS Office Professional Responsibility
  • How it functions
  • Handles cases and interacts with tax practitioners
  • Jurisdictional issues of Circular 230 and the sanction power of OPR. 
  • What to do in a situation where OPR reaches out to you as a practitioner for possible violations of Circular 230.

Learning Objectives

  • Basics of the IRS Office Professional Responsibility
  • Jurisdictional issues of who is subject to Circular 230
  • How OPR could levy a penalty
  • Sections of Circular 230 that create a duty for tax practitioners to follow as not to violate Circular
  • Understand the lifecycle of a disciplinary case and its possible outcomes.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Auditors
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • Compliance Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Government Contractor
  • Legal Professionals
  • Others
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Practitioners
  • Tax Pros

Testimonial

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    [no_of_record] => 608
    [average] => 4.4474
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4.4

(608)
59%
31%
8%
1%
1%

SS

Excellent presenter with pertinent information