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ETHICS FOR TAX PROFESSIONALS (LATEST 2019)

4.6 (6790)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Friday, December 13, 2019 | 12:00 PM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CTEC

2 Credits

$20

Subject Area

Ethics (Regulatory)

Additional Dates

Jun 30, 2021 | 03:00 PM EDT Register

Course Description

Ethical issues for tax practitioners typically arise from a conflict among the duties owed to the client, to the system, and to yourself. When conflicts arise, it is important to understand what standards will be used to judge your conduct. This program will review Circular 230, and selected tax penalties, and discuss specific situations, both in the context of tax planning and return preparation. 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. The session covers the basics of IRS Office Professional Responsibility, how it functions, and interacts with tax practitioners. We will also cover, jurisdictional issues of who is subject to Circular 230 and the sanction power of OPR. We will also cover what to do in a situation where OPR reaches out to you as a practitioner for possible violations of Circular 230.

This Ethics webinar will help tax professionals understand the rules relating to tax practice and preparation. We will cover Circular 230, the rules relating to PTINs and who needs them, and discuss sticky ethical situations and how to handle them.

Learning Objectives

  • What Circular 230 says
  • What the PTIN rules say
  • Who needs a PTIN?
  • What to do in tricky ethical situations with clients
  • Other rules of practice, including IRS regulations, sanctions, etc.

Who Should Attend?

  • Bookkeeper
  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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(
    [no_of_record] => 6790
    [average] => 4.6420
)
 

4.6

(6790)
70%
25%
4%
0%
0%

TJ

This was by far the best EA ethics class in my almost 30 years as an EA It was too much info for the two hours. It could have been broken into the segments of Circular 230 with tax court cases supporting some of the rules.

ZP

I took the ethics webinars on 4/19, 4/20, and 4/21, this is the best one! Clear and to the point!

JH

Thought the speaker was good! Liked his examples

MM

Well paced and well prepared as always! Terrific job.

JP

Great job! Good mix of here's what the rules and regulations say black and white, here's some practical interpretation of it, and some occasional experience mixed in.

DR

Camera video of instructor was not smooth and probably should just be omitted to reduce distraction. Overall Excellent class. "Instructors kept things moving and gave real time examples of things that you can apply to real life activities.