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

ETHICS FOR TAX PROFESSIONALS (LATEST 2019)

4.7 (346)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Friday, March 06, 2020 | 10:00 AM EDT

  • AFSP
  • EA
  • Tax Preparer
  • CTEC

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

(4)

Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

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

  • To get an overview about circular 230.
  • To learn and understand about different e PTIN rules.
  • To understand who needs PTIN and why it is required.
  • To learn about varoius tricky ethical situations with clients and what to do it these scenarios.
  • To understand about other rules of practice, including IRS regulations, sanctions, etc.

Who Should Attend?

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

Testimonial

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    [no_of_record] => 346
    [average] => 4.6618
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4.7

(346)
73%
22%
5%
0%
1%

JW

I thoroughly enjoyed the ethics application using real life case studies! It helps put things into perspective as to how easily people can slip into unethical behavior. A great webinar, impressive speaker, interesting subject, and engaging delivery method. myCPE 1 Credit = 1 meal initiative helps us in becoming ethically and morally responsible.

DS

Great Webinar and also very interesting take on an idea I think many people have tried to address over the years but often I kind of tuned out because I’ve heard it before or some variation of it. Thank You myCPE

DM

Great presenter. He explains topics so well and easy to understand. Would love to have more classes presented by him."

LC

The instructor did a great job at relating the material to real life scenarios, which helped me to retain the information.

SL

Very informative webinar.

TB

The instructor was very knowledgeable and relatable.