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

IRS Representation Series - Circular 230 Ethics and Updates

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
IRS Representation Series - Circular 230 Ethics and Updates

2 Credits

$40

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 )

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

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

2 CE credit of Practitioner Ethics for Maryland Tax Preparers

2 CE credit of Federal Tax Related Matters for Oregon Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

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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

Testimonial

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