CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

TAX PRACTICE STANDARDS (ETHICS)

4.6 (94)

Allison McLeod, Doc. of Law

Allison M. McLeod LL.M. CPA A PLLC

Thursday, April 01, 2021 | 03:00 PM EDT

  • AFSP
  • EA
  • Tax Preparer
  • CTEC

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit of Ethics for all Oregon CPAs

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-E-00065-19-O)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0378)

2 CE credit of Ethics for Annual Filing Season Certificate program( IRS Approved : GEHNZ )

2 CE credit of Practitioner Ethics for Maryland Tax Preparers (Approval No. GEHNZ-E-00065-19-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

hiring professional fundraising consultants

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

(31)

Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

(3)

Aug 02, 2021 | 11:30 AM EDT View Details

merchant account nightmares: the shady world of credit card processing fees

(47)

Aug 02, 2021 | 12:00 PM EDT View Details

Course Description

This Free CE Ethics Webinars is recommended for Tax Professionals & Preparers, Enrolled Agents, CPAs, California Tax Professionals (CRTP)

Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners. Combining the real-life experience and cases with this powerful presentation will enable participants to quickly grasp recent update and understanding on ethics. This online course examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions and return of client records etc. The ethical rules governing these issues are discussed, and tax preparers are presented with real-world scenarios that focus on the ethical issues that may be encountered in their professional activities. 

Learning Objectives

  • To identify the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • To recognize the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • To recall the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law
  • To identify the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

Who Should Attend?

  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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    [no_of_record] => 94
    [average] => 4.6170
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4.6

(94)
67%
28%
5%
0%
0%

SF

Great presenter, lots of illustrative examples. I enjoyed the webinar and I would like to thanks myCPE for providing Free Ethics courses during the pandemic.

WP

Great ethic webinar. Very helpful. A must for CPAs. Speaker was excellent. I learned a lot of details about the way practicing CPA's will be impacted in their practice because of new environment and regulations

AS

Good class showed regs and rules that need to be followed plus defined some of the more questionable areas

SD

Great look at ethics from a tax practitioner's point of view.

LB

Presenter was very good and kept everything moving, making the time go quickly. Discussing how the various acts correlated made it easier to understand and see how they are similar.

CR

Topic was good. Most I treating was when she talked about the tax lawyer who was prosecuted. It made the program more Interesting to have real live examples. More of this would have been good.