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Social Media Ethics: IRS Updates and AICPA Standards 2 Credits

Jan 30, 2025, 03:00 PM ET

Social Media Ethics: IRS Updates and AICPA Standards 2 Credits

  • Rating

    4.7
  • Published on

    January, 2025
  • Subject Area

    Regulatory Ethics

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Jan 30, 2025, 03:00 PM ET

Learning Objective

  • Identify ethical concerns related to social media in tax practice.
  • Avoid violations of Circular 230 in online engagements.
  • Review AICPA guidelines for ethical, social media use and compliance.
  • Recognize the risks of sharing client information or endorsements.
  • Maintain a professional online presence while ensuring compliance.
  • Adhere to privacy laws (GDPR, HIPAA) and AICPA/Circular 230 regulations, with regular updates.

Course Overview

Social media is a powerful tool, but it comes with risks for tax professionals. From sharing insights to engaging with clients, online interactions must align with ethical standards. 

The IRS Office of Professional Responsibility (OPR) has raised concerns about how tax practitioners use social media, emphasizing compliance with Circular 230. Missteps—whether in advertising, confidentiality, or conflicts of interest—can lead to legal trouble, reputational damage, or even disciplinary action. The AICPA Code of Conduct also sets clear guidelines on the ethical responsibilities of CPAs, ensuring professionals uphold the integrity of the profession, both online and offline. Are you navigating these digital spaces responsibly?

This CE course explores the ethical challenges tax professionals face in social media engagement. You'll uncover risks tied to tax advice, endorsements, and professional boundaries. Through guidance from the OPR, practical case studies, and an overview of the ethical framework set forth by the AICPA, you will gain a thorough understanding of the best practices to safeguard both your reputation and your practice in today's digital world, helping them stay compliant in an ever-evolving digital world.

Major topics covered:

  • Legal and Compliance Risks
  • Social Media Advertising Rules
  • Confidentiality and Client Data
  • Conflict of Interest Risks
  • Reputation and Professional Boundaries
  • Circular 230 & AICPA Rules

Join us and gain the knowledge to maintain professional integrity while effectively leveraging social media. Don’t let a single post jeopardize your career—stay compliant and confident in the digital age!

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Regulatory Ethics for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-02251-25-S) 2 CE Approved
Federal ethics for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-E-02251-25-S) 2 CE Approved
Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1819) 2 CE Approved
Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-02251-25-S) 2 CE Approved
Federal ethics for LTC (Approval No. GEHNZ-E-02251-25-S) 2 CE Eligible
Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-E-02251-25-S) 2 CE Approved
License details Credits Status
Regulatory Ethics for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-02251-25-O) 2 CE Approved
Federal ethics for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-E-02251-25-O) 2 CE Approved
Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1819) 2 CE Approved
Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-02251-25-O) 2 CE Approved
Federal ethics for LTC (Approval No. GEHNZ-E-02251-25-O) 2 CE Eligible
Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-E-02251-25-O) 2 CE Approved

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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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 aintenance 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.

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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.

Step into the world of CPA CPE courses with MYCPE ONE, where earning your credits is seamless and stress-free. Our online courses cover a wide range of topics, all taught by experienced professionals who know the industry inside out. With flexible scheduling and self-paced options, you can learn when and where it suits you. Forget the old ways—join us today and take your next step toward professional growth!

About Instructor

Nicholas: Top-rated speaker for Latest TAX CPE/CE Webinars | myCPE
Nicholas Preusch , CPA (US)

Certified Public Accountant (CPA), Nicholas Preusch

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Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the  AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

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SB

Sonya Brizzolara, EA
5

Interesting nuances for professionalism on social media. Great content and easy to digest.

TE

Tana Eshenaur, EA
5

Interesting subject material. Great presenter!

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Inclusions
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    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

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    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

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    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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