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IRS Representation Series - Circular 230 Ethics and Updates

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CFIRS
  • CWS
  • 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.
In this online CPE webinar you will learn everything you need to know about managing conflicts of interest between spouses, business partners, and 
tax professionals. This continuing education course covers power of attorney, IRS interactions, client privacy issues, and guidelines for professional advertising.

This is CPE webinar is designed for tax practitioners who want to learn to interact with clients professionally, avoid potential conflicts of interest issues between clients or between themselves and clients, to learn more about their rights and responsibilities with respect to powers of attorney and IRS representation.

This online CPE course for 
ethics will cover the following topics:

  • Overview of Circular 230
  • Interacting with OPR
  • Brief Glossary
  • Practitioners re: POA
  • Conflicts of Interest
  • Advertising and Fees

This Online Accounting CPE Course is one of the best courses for Accountants and Approved for CPE Credits for CPA, AFSP, EA, & other tax preparers. It's a Part of Series:

Learning Objectives

  • To identify IRS representation, client conflicts, advertising limitations, and privacy issues
  • To recognize which information should be noted that may help persuade the contact to be more polite and/or pleasant when documenting conversations with the Internal Revenue Service (IRS)
  • To describe what an individual who is an officer or employee of the executive, legislative, or judicial branch of the United States Government; an officer or employee of the District of Columbia; a Member of Congress; or a Resident Commissioner can do
  • To evaluate whose signatures are non-compulsory even though they might prepare tax returns for taxpayers
  • To describe the consequence of enrolled agents requesting to be placed in an inactive retirement status
  • To recognize what is generally allowable according to Circular 230 with regard to tax return fees
  • To identify who may represent an individual or entity before personnel of the IRS
  • To identify what an unenrolled preparer may do
  • To identify who cannot me a power of attorney
  • To describe when a taxpayer living outside the United States needs representation

Who Should Attend?

  • Annual Filing Season Program
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Tax Attorney
  • Tax Professionals
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Ethics for Enrolled Agents (EA)
  • 2 CPE Credit of Ethics (Regulatory) for Certified Public Accountants (CPA-US)
  • 2 CE Credit of Ethics (Regulatory) for California Registered Tax Preparers (CRTP)
  • 2 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 2 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21)
  • 2 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

Presenter

About Presenter

Eva Rosenberg, EA, MBA

Owner, TaxMama.com

Eva Rosenberg, EA, Your TaxMama® has been teaching Enrolled Agents exam review courses off and on since developing the program for UCLA Extension over 25 years ago.

Eva has a B.A. in Accounting and an M.B.A. in International Business. Your TaxMama® has been a TaxWatch columnist for Dow Jones' www.MarketWatch.com and author of award-winning best-sellers, including Small Business Taxes Made Easy. and Deduct Everything! You can hear her on various radio stations around the country on a regular basis.  

As a speaker, TaxMama® is popular with both tax professionals and taxpayers. You can find her at www.TaxMama.com where you can subscribe to her free podcast. TaxMama is also the moderator of the U.S. Tax Court Group at LinkedIn and invites you to join.

About Company

TaxMama.com

taxmama.com

For the tax community, our mission is to educate tax professionals to be skilled, ethical and profitable in their chosen area of tax preparation and representation.  We do this with courses, books, and newsletters.

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

4.7

39 Ratings

Excellent

29

Very Good

9

Average

1

Poor

0

Terrible

0

TP

Tami Patterson, CRTP

May 15th, 2022

I am enjoying this platform and look forward to taking other classes

SL

Steven Logan, AFSP, CRTP

Aug 4th, 2022

The first time it was noticeably clear in simple terms.

RMC

Rosalba Maravilla Ceja, AFSP, CRTP, EA, RTRP

May 13th, 2022

Excellent presentation and information

SLW

Siu Lung Wu, AFSP, EA

Apr 30th, 2022

awesome

JS

Judy Smith, Accountant

Feb 16th, 2022

It allows me to work at me on time frame

IRS Representation Series - Circular 230 Ethics and Updates

PREMIUM

2 Credits

Subject Area

Ethics (Regulatory)

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