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

ETHICS FOR TAX PROFESSIONALS (LATEST 2021)

4.6 (7345)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Wednesday, January 13, 2021 | 03:30 PM EDT

  • AFSP
  • CPA (US)
  • 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 ) (Approval No. GEHNZ-E-00107-19-O)

2 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CE credit of Ethics for Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

tgif: transform grow innovate in finance

Jul 30, 2021 | 09:00 AM EDT View Details

excel accountant: printing and page layout

(1)

Jul 30, 2021 | 09:30 AM EDT View Details

gaap update

(4)

Jul 30, 2021 | 09:30 AM EDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jul 30, 2021 | 10:00 AM EDT View Details

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

(1)

Jul 30, 2021 | 10:00 AM EDT View Details

money laundering risks and countermeasures for accountants and other professionals

Jul 30, 2021 | 10:00 AM EDT View Details

talking through our differences – generational diversities impact on leadership and engagement

(1)

Jul 30, 2021 | 10:00 AM EDT View Details

foreign asset reporting rules

(90)

Jul 30, 2021 | 10:00 AM EDT View Details

taming the e-mail beast: key strategies for managing your e-mail overload

Jul 30, 2021 | 10:00 AM EDT View Details

new form 941, form 7200, erc, tax credits under ffcra, & other payroll updates in covid-19

(177)

Jul 30, 2021 | 10:30 AM EDT View Details

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

Jul 30, 2021 | 11:00 AM EDT View Details

employment law in a nutshell – guidance for your business

(1)

Jul 30, 2021 | 11:00 AM EDT View Details

internal controls for businesses

(2)

Jul 30, 2021 | 11:00 AM EDT View Details

crucial tax insights on real estate: like kind exchange, dispositions of real property

(2)

Jul 30, 2021 | 11:30 AM EDT View Details

retirement plan governance best practices: essential documents

Jul 30, 2021 | 11:30 AM EDT View Details

Additional Dates

Aug 04, 2021 | 03:30 PM EDT Register
Aug 11, 2021 | 12:30 PM EDT Register
Aug 18, 2021 | 10:30 AM EDT Register
Aug 25, 2021 | 10:30 AM EDT Register

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.

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
  • Bookkeeper
  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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    [no_of_record] => 7345
    [average] => 4.6383
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4.6

(7345)
70%
26%
4%
0%
0%

TJ

This was by far the best EA ethics class in my almost 30 years as an EA It was too much info for the two hours. It could have been broken into the segments of Circular 230 with tax court cases supporting some of the rules.

ZP

I took the ethics webinars on 4/19, 4/20, and 4/21, this is the best one! Clear and to the point!

JH

Thought the speaker was good! Liked his examples

MM

Well paced and well prepared as always! Terrific job.

JP

Great job! Good mix of here's what the rules and regulations say black and white, here's some practical interpretation of it, and some occasional experience mixed in.

DR

Camera video of instructor was not smooth and probably should just be omitted to reduce distraction. Overall Excellent class. "Instructors kept things moving and gave real time examples of things that you can apply to real life activities.