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Ethics For Tax Professionals (Latest 2021)

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

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

Click Here
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

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.

Recommended For

This Ethics online CE course is recommended for CPAs, EAs, AFSPs, Tax Professionals wishing to fulfill their ethics CE requirements.

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

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Maryland State Ethics for Tax Professionals (Approval No. GEHNZ-E-00382-21-O)
  • 2 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-E-00382-21-O)
  • 2 CE Credit of Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (Approval No. 00626-21)
  • 2 CE Credit of Ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-00382-21-O)
  • 2 CPE Credit of Ethics (Regulatory) for Certified Public Accountants (CPA-US)
  • 2 CE Credit of Ethics (Regulatory) for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0382)
  • 2 CE Credit of Ethics (Regulatory) for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0382)
  • 2 CE Credit of Taxes for Annual Filing Season Program (AFSP)

Presenter

About Presenter

Jason Dinesen, EA, LPA

President Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. 

Dinesen is a regular CPE Presenter at myCPE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics.  Jason has developed a strong following within the professional community for tax-related subjects. 

Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

About Company

Dinesen Tax & Accounting, P.C.

www.dinesentax.com

Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.

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

4.6

10210 Ratings

Excellent

7021

Very Good

2701

Average

411

Poor

42

Terrible

35

ZP

Zihong Pacheco, CPA (US)

Apr 21st, 2021

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

JH

Joan Horoho, EA

Apr 14th, 2021

Thought the speaker was good! Liked his examples

MM

Mary Moffitt, EA

Mar 25th, 2021

Well paced and well prepared as always! Terrific job.

JP

Jim Panek, CPA (US)

Mar 17th, 2021

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

Donna Richards, CPA (US)

Jan 30th, 2020

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.

Ethics For Tax Professionals (Latest 2021)

$20

2 Credits

Subject Area

Ethics (Regulatory)

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