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 for all Oregon CPAs (Approval No. GEHNZ-E-00543-21-O)

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 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

(40)

Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

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Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

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Oct 21, 2021 | 10:00 AM EDT View Details

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Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

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Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

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Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

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Oct 21, 2021 | 10:30 AM EDT View Details

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. Oftentimes, 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 Free Ethics 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

Who Should Attend?

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

Testimonial

4.4

(3790)
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.

GJ

Thank you.