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

Ethics For Tax Professionals (Latest 2021)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
  • ERPA
Ethics For Tax Professionals (Latest 2021)

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-00382-21-O)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0382)

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-00382-21-O)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-E-00382-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

This Course is Also Available in Self Study (On-Demand)

Click Here

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 free 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

4.6

(8397)
69%
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.