Tax Practitioners Ethics - Latest

4.4 (4478)

Nicholas Preusch, CPA

YHB | CPAs & Consultants

Monday, April 12, 2021 | 03:00 PM EDT

  • AFSP
  • CVA
  • EA
  • Tax Preparer
  • CTEC
  • CFE

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit for Certified Fraud Examiners (CFEs)

2 CPE credit of Ethics (Regulatory) for all CPAs

2 CPE credit of Ethics for all Oregon CPAs

2 CE credit of Practitioner Ethics for Maryland Tax Preparers

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

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

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ )

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

understand salt compliance, economic nexus, wayfair case in the new era of e-commerce

(3)

Mar 18, 2021 | 03:00 PM EDT View Details

accounting policies, changes in accounting estimates and errors

(1)

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

introduction to excel pivottables

(1)

Apr 21, 2021 | 01:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Apr 23, 2021 | 02:00 PM EDT View Details

crucial insights & tax strategies on s corporation

(1)

Apr 27, 2021 | 10:00 AM EDT View Details

top 10 things all cpas need to know about irs representation

(117)

Apr 27, 2021 | 01:30 PM EDT View Details

form 1040nr nonresident alien filing challenges and effective approaches

(1)

Apr 30, 2021 | 01:30 PM EDT View Details

leadership integrity

(3)

May 17, 2021 | 09:30 AM EDT View Details

executive overview of leases (topic 842): exploring both the accounting & tax implications

(1)

May 17, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

May 17, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

May 17, 2021 | 10:00 AM EDT View Details

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

(1)

May 17, 2021 | 10:00 AM EDT View Details

legal and financial tax planning strategies

(220)

May 17, 2021 | 10:00 AM EDT View Details

ifrs fair value measurement

(2)

May 17, 2021 | 10:00 AM EDT View Details

restaurant revitalization fund and all you need to know

(4)

May 17, 2021 | 10:30 AM EDT View Details

Additional Dates

May 17, 2021 | 02:30 PM EDT Register
May 24, 2021 | 02:30 PM EDT Register

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 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 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.

This Free Federal Tax Ethics webinar will help CPAs, EAs, AFSP participants and 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.

Learning Objectives

  • To identify the basics of the IRS Office Professional Responsibility
  • To recognize the jurisdictional issues of who is subject to Circular 230
  • To learn how OPR could levy a penalty
  • To recall the sections of Circular 230 that create a duty for tax practitioners to follow as not to violate Circular
  • To identify what to do in tricky ethical situations with clients.

Who Should Attend?

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

Testimonial

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4.4

(4478)
53%
35%
9%
2%
1%

SA

Fantastic Teacher! Great coverage of the material. Presenter gave good suggestions for best practices within the firms to stay in compliance. Made what can be a dry topic interesting with the actual examples of real life cases.

PW

This was a great training on ethics. Included some different perspectives that I didn't expect.I learned far more in this webinar than any other Ethics course I've ever taken. I very much enjoyed the presentation and how interesting the whole topic of Ethics is in formulating rules, etc.

HF

The speaker was engaging and sounded highly knowledgeable. He provided clear examples to demonstrate the points on his slides and did not clutter his presentation.

SS

This was a good opportunity. Excellent and thought provoking. Knowledgeable presenter and detailed slides provided as a resource to be able to refer back to after the presentation completed. Thank You Nicholas.

KK

Really enjoyed this webinar - good information and format. "This was a very good class. The instructor was extremely knowledgeable and forward looking. I found his sharing of the new standards and guidelines that are proposed and in process to be particularly beneficial and interesting.

CP

5 stars definitely. This was great. If you think that a webinar on ethics will be a sleeper, this one will greatly surprise you! The presenter was engaging, had GREAT examples and gave me tools to take away to improve my workplace and aim towards a culture of strong ethics and compliance. In short it was a quality learning webinar.