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

Tax Ethics

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

4 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

4 CPE credit of Ethics for all Texas CPAs

4 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

(40)

Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

(13)

Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

(566)

Oct 21, 2021 | 10:00 AM EDT View Details

Excel Accountant: Filtering Data

(7)

Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

(684)

Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

(1)

Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

(65)

Oct 21, 2021 | 10:30 AM EDT View Details

Course Description

This online continuing education course is designed to meet the general ethics requirements for CPAs licensed in various states. It covers IRS Circular 230, AICPA Statements on Standards for Tax Services, IRS practice issues and the IRC Sec. 6694(a) tax return practitioner penalty. This free ethics course is designed to provide the CPA with an ethical framework used to sort through ethical dilemmas. In addition to conceptual theories, it provides detailed guidance on the applicable specific laws, rules, and regulations. The ethics course is designed to serve a dual purpose, the course provides the tools to spot questionable ethical practices and acts as a detailed reference guide to research the appropriate ethical response to virtually any situation.

Many changes have taken place for business professionals due to COVID-19. Most workplaces have transitioned to fully remote operations, and there is an abundance of new rules and regulations to navigate through. In these difficult times, accounting and tax professionals must especially stay up to date on ethical practices and new quality control procedures.

In this practical CPE webinar, you will explore new changes to the ethics world and discuss how accountants can maintain an ethical practice.

In this Free Ethics webinar, you will also learn the ins and outs of Circular 230. Circular 230 is where tax practitioners have their main source of ethics. Often times, practitioners can inadvertently go astray of these rules. This webinar will look at real life examples of practitioners who violated Circular 230.

Key topics covered in this online tax ethics webinar

  • What does practice before the IRS mean?
  • Who may practice before the IRS?
  • What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
  • May a tax preparer rely on the work of other tax return preparers?
  • May a tax preparer rely on and use client-provided information?
  • Standards associated with giving advice to clients
  • Abolition of the disclaimer requirement
  • When must a tax preparer examine a client’s books and records?
  • Prepare for new changes in the ethics world
  • Identify the rules that apply to taxes
  • Locate resources for tax ethics
  • Develop quality control procedures for your tax practice
  • Apply the rules for Circular 230 to real-life examples
  • Maintain an ethical tax practice

Learning Objectives

  • To discuss Circular 230 - IRS tax ethics
  • To discuss SSTS - AICPAs Statement of Standards on Tax Services
  • To discuss Unenrolled practitioner - anyone who is not an EA, CPA, or attorney
  • To discuss the Ethics - more set of rules that guide the tax practice world
  • To Know where to look for ethical tax guidance
  • To determine which parts of Circular 230 apply to your practice
  • To explain how to properly utilize due diligence in tax practice
  • To discuss ways to limit your professional liability with the use of ethical procedures
  • To define a tax quality control document

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

4.7

(418)
72%
25%
3%
0%
0%

NF

Thanks for the updates. Your courses are always informative nd helpful.

CH

The instructor has a great, relevant background and told interesting stories.

DS

Very well done webinar, instructor kept it interesting.

JC

Good webcast

KA

Excellent instruction and delivery of content. I enjoyed each hour of this training and there was never a dull moment. The instructor utilized numerous real life examples and illustration to highlight subject matter that could be complex at times.

LW

Excellent and informative seminar.