CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Circular 230 Ethics (Latest)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Circular 230 Ethics (Latest)

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit of Ethics (Regulatory) for all CPAs

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-E-00543-21-O)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0524)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Practitioner Ethics for Maryland Tax Preparers (Approval No. GEHNZ-E-00543-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-E-00543-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

Many changes have taken place for business professionals due to COVID-19. Most workplaces have transitioned to fully remote operations, and there is an abundance of new rules and regulations to navigate through. In these difficult times, accounting and tax professionals must especially stay up to date on ethical practices and new quality control procedures.

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 Free Ethics Webinar covers the basics of IRS Office Professional Responsibility, how it functions, and interacts with tax practitioners.

In this online ethics webinar, you will learn the ins and outs of Circular 230. Circular 230 is where tax practitioners have their main source of ethics. Often times, practitioners can inadvertently go astray of these rules. This webinar will look at real life examples of practitioners who violated Circular 230.

Key topics covered in this online CPE webinar are as follows:                                                                      

  • Prepare for new changes in the ethics world
  • Identify the rules that apply to taxes
  • Locate resources for tax ethics
  • Who is subject to Circular 230
  • Develop quality control procedures for your tax practice
  • Apply the rules for Circular 230 to real-life examples
  • Maintain an ethical tax practice
  • 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
  •  The rules relating to PTINs and who needs them
  • Discuss sticky ethical situations and how to handle them

                

Learning Objectives

  • To know where to look for ethical tax guidance
  • To determine which parts of Circular 230 apply to your practice
  • To discuss how to properly utilize due diligence in tax practice
  • To discuss ways to limit your professional liability with the use of ethical procedures
  • How to Create a tax quality control document
  • To identify the basics of the IRS Office Professional Responsibility
  • To recognize the jurisdictional issues of who is subject to Circular 230
  • To learn how OPR could levy a penalty
  • To recall the sections of Circular 230 that create a duty for tax practitioners to follow as not to violate Circular
  • To identify what to do in tricky ethical situations with clients.

Who Should Attend?

  • California Registered Tax Professional
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

4.4

(3874)
56%
34%
8%
1%
0%

SA

Fantastic Teacher! Great coverage of the material. Presenter gave good suggestions for best practices within the firms to stay in compliance. Made what can be a dry topic interesting with the actual examples of real life cases.

PW

This was a great training on ethics. Included some different perspectives that I didn't expect.I learned far more in this webinar than any other Ethics course I've ever taken. I very much enjoyed the presentation and how interesting the whole topic of Ethics is in formulating rules, etc.

HF

The speaker was engaging and sounded highly knowledgeable. He provided clear examples to demonstrate the points on his slides and did not clutter his presentation.

SS

This was a good opportunity. Excellent and thought provoking. Knowledgeable presenter and detailed slides provided as a resource to be able to refer back to after the presentation completed. Thank You Nicholas.

KK

Really enjoyed this webinar - good information and format. "This was a very good class. The instructor was extremely knowledgeable and forward looking. I found his sharing of the new standards and guidelines that are proposed and in process to be particularly beneficial and interesting.

LP

very informative