Ethics For Tax Professionals (Latest 2021)

4.6 (6003)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Wednesday, April 28, 2021 | 01:00 PM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CTEC

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

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

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273)

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

2 CE credit of Federal Tax for Oregon Tax Preparers

2 CE credit of Practitioner Ethics for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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Mar 18, 2021 | 03:00 PM EDT View Details

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(1)

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

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Apr 21, 2021 | 01:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Apr 23, 2021 | 02:00 PM EDT View Details

crucial insights & tax strategies on s corporation

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Apr 27, 2021 | 10:00 AM EDT View Details

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Apr 27, 2021 | 01:30 PM EDT View Details

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(1)

Apr 30, 2021 | 01:30 PM EDT View Details

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(1)

May 14, 2021 | 10:00 AM EDT View Details

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

May 14, 2021 | 10:00 AM EDT View Details

form w-9 & 1099 regulatory compliance update

(3)

May 14, 2021 | 10:00 AM EDT View Details

forensic accounting : value added skill for every accountant

(4)

May 14, 2021 | 10:00 AM EDT View Details

accounting and financial reporting considerations due to covid

May 14, 2021 | 10:00 AM EDT View Details

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May 14, 2021 | 10:00 AM EDT View Details

how to not be an hr failure – from an employment law perspective

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May 14, 2021 | 10:00 AM EDT View Details

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

(1)

May 14, 2021 | 10:00 AM EDT View Details

Additional Dates

May 19, 2021 | 02:30 PM EDT Register
May 26, 2021 | 11:30 AM EDT Register
Jun 02, 2021 | 12:30 PM 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 online CE webinar 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 webinar 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 Online CE 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?

  • California Registered Tax Professional
  • CFO/Controller
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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    [no_of_record] => 6003
    [average] => 4.6455
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4.6

(6003)
70%
25%
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.