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Common Issues Prevented to OPR and Best Practices to Address Them

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

The Office of Professional Responsibility (OPR) at the U.S. Internal Revenue Service (IRS) is responsible for all matters related to "tax practitioner" misconduct, discipline, and practice before the IRS. OPR’s vision, mission, strategic goals, and objectives support effective tax administration by ensuring all tax practitioners, tax preparers, and other third parties in the tax system adhere to professional standards and follow the law.

To report issues, concerns, or any problems that you may experience contact the OPR at Internal Revenue Service

This online continuing professional education webinar will look at situations that could cause conflicts of interest, discuss tax standards and due diligence issues and review incompetence. We will then discuss and use best practices to remedy or resolve these types of practitioner professional standard issues.

Click here to view more Ethics Webinars.

Learning Objectives

  • To determine when you have a conflict of interest.
  • To identify due diligence issues, you can remediate them.
  • To list practical examples for failure to meet standards.
  • To analyze ways to avoid incompetence and disreputable conduct issues through best practices.
  • To discuss ways to address the handling of clients’ federal tax matters.

Recommended For

  • This IRS-approved CE webinar is recommended for CPA, EA, AFSP, CRTP, MRTP, ORTP, CFIRS, CWS, and Other Tax professionals who want to look at situations that could cause conflicts of interest, discuss tax standards and due diligence issues and review incompetence.

Who Should Attend?

  • California Registered Tax Professional
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Preparer
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CE Credit of Federal ethics for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0960)
  • 1 CPE Credit of Ethics (Regulatory) for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-01162-22-O)
  • 1 CE Credit of Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-01162-22-O)
  • 1 CE Credit of Federal ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-E-01162-22-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Jody Stamback

Associate Brand Manager, Internal Revenue Service

Jody Stamback is a Sr. Tax Specialist with Stakeholder Liaison in the Communications and Liaison Division of the IRS.  Stakeholder Liaison works with Tax Practitioner and other organizations to share information benefiting all different types of taxpayers. 

Jody has been with Stakeholder Liaison for over 20 years.  Prior to his current position, he worked as a Taxpayer Resolution Representative at the Ogden Taxpayer Assistance Center.  He was also a Tax Auditor for 6 years and has worked in IMF Adjustments and wrote training course materials for both Automated Underreporter and IMF Adjustments.  With over 33 years at the Internal Revenue Service, his work in Compliance and Outreach has provided valuable experience with an emphasis in individual and business tax law and IRS policies and procedures.  

About Company

Internal Revenue Service

www.irs.gov/

The Internal Revenue Service's official LinkedIn account features IRS updates to help America's taxpayers understand and meet their tax responsibilities and enforce the law with integrity and fairness to all. See also our job opportunities and follow www.twitter.com/RecruitmentIRS.

The U.S. government does not promote or endorse any non-government or commercial content appearing on this page. This service is operated by a third party and not an official government website. The IRS strongly discourages you from providing personally identifiable information. Read our privacy policy at go.usa.gov/VgO

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.5

167 Ratings

Excellent

96

Very Good

57

Average

14

Poor

0

Terrible

0

DW

Daina Wood, Accountant

Jul 6th, 2022

Good information wish lasted longer for more detail, but over all effective.

TE

Ted Elggren, EA

Jul 7th, 2022

Good instructor. Good basic information.

BP

Barbara Prevento, EA

Jul 7th, 2022

His ease of explaining the audit process

RF

Rachel Fisher, CPA (US)

Jul 6th, 2022

Loved it - easy listen

SG

Shallako Goodrick, CPA (US)

Jul 6th, 2022

Very nicely done.

Common Issues Prevented to OPR and Best Practices to Address Them

FREE

1 Credit

Subject Area

Ethics (Regulatory)

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