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 (7364)

Jason Dinesen, EA, LPA

Dinesen Tax & Accounting, P.C.

Wednesday, June 23, 2021 | 10:00 AM EDT

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
  • ERPA

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

Upcoming Webinars

employment law issues must know for accountants

(6)

Aug 03, 2021 | 02:30 PM EDT View Details

sox identifying and documenting controls

Aug 03, 2021 | 03:00 PM EDT View Details

multistate tax compliance: where and when businesses are subject to state taxes

(111)

Aug 03, 2021 | 03:30 PM EDT View Details

the art of effective communication

(30)

Aug 03, 2021 | 03:30 PM EDT View Details

creating a development (fundraising) plan for your non-profit

Aug 04, 2021 | 09:00 AM EDT View Details

mastering irs representation

Aug 04, 2021 | 09:00 AM EDT View Details

what to do when you owe sales tax to the government

(36)

Aug 04, 2021 | 09:30 AM EDT View Details

financial economic sustainability performance

Aug 04, 2021 | 09:30 AM EDT View Details

smarter social security

(149)

Aug 04, 2021 | 10:00 AM EDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Aug 04, 2021 | 10:00 AM EDT View Details

excel accountant: speed tips in depth

(6)

Aug 04, 2021 | 10:00 AM EDT View Details

qbo: build right chart of accounts - base for accounting and reading financial statement

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

corporate expense accounts review and audit best practices

(4)

Aug 04, 2021 | 10:00 AM EDT View Details

how to deal effectively with irs examinations and criminal investigations?

Aug 04, 2021 | 11:00 AM EDT View Details

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

Click Here

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 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 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 online 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.

Click here for more related webinars on IRS Audit, Representation and Resolutions

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
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • 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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    [average] => 4.6386
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4.6

(7364)
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.