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

ETHICS FOR TAX PROFESSIONALS (LATEST 2020)

4.7 (327)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Friday, August 14, 2020 | 03:00 PM EDT

  • AFSP
  • EA
  • Tax Preparer
  • CTEC

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit of Ethics (Regulatory) for all CPAs

2 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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.

Ethical dilemmas are found at every turn in a tax practice. This webinar will dive into the rules and regulations surrounding tax practice, and how to deal with tricky ethical situations. We will discuss Circular 230 and other regulations relating to tax practice, and discuss the PTIN rules.

Highlights of the webinar :

  • What is Circular 230 ?
  • Practice Before the IRS
  • Annual Filing Season Program
  • Who Needs a PTIN?
  • Furnishing Information to the IRS
  • Conflict of Interest
  • Compliance
  • Disciplinary Proceedings

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 identify what Circular 230 says.
  • To identify what the PTIN rules says.
  • To recall who needs a PTIN?
  • To recognize various ways of handling tricky ethical situations with clients
  • To identify other rules of practice, including IRS regulations, sanctions, etc.

Who Should Attend?

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

Testimonial

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(
    [no_of_record] => 327
    [average] => 4.6606
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4.7

(327)
72%
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."

SL

Very informative webinar.

TB

The instructor was very knowledgeable and relatable.

SV

Jason has continued to produce and share superb webinars