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

TAX PRACTITIONERS ETHICS (LATEST 2020)

4.4 (4614)

Nicholas Preusch

Nicholas Preusch

Monday, January 25, 2021 | 03:00 PM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CTEC

2 Credits

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit of Ethics for all Oregon CPAs

2 CPE credit of Ethics (Regulatory) for all CPAs

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-E-00066-19-O)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0376)

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-00066-19-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

everything you need to know about partnerships

(2)

Jul 26, 2021 | 09:00 AM EDT View Details

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

(7)

Jul 26, 2021 | 09:00 AM EDT View Details

sox internal controls for inventory

Jul 26, 2021 | 09:30 AM EDT View Details

basic concepts of fixed asset accounting

(1)

Jul 26, 2021 | 09:30 AM EDT View Details

quickbooks for desktop pc exploring the interface - for beginners

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

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

Jul 26, 2021 | 10:00 AM EDT View Details

excel accountant: intro to spreadsheets in-depth

(1)

Jul 26, 2021 | 10:00 AM EDT View Details

2020 t2 - step-by-step guide preparing t2 return in profile

Jul 26, 2021 | 10:00 AM EDT View Details

workplace culture

Jul 26, 2021 | 10:00 AM EDT View Details

employment law – what will get you sued in 2021

(67)

Jul 26, 2021 | 10:30 AM EDT View Details

ethics irs circular 230 - controversy side of circular 230

(47)

Jul 26, 2021 | 10:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jul 26, 2021 | 11:00 AM EDT View Details

agile auditing

(3)

Jul 26, 2021 | 11:00 AM EDT View Details

itemized deduction updates - with examples & case studies (basic overview)

(222)

Jul 26, 2021 | 11:30 AM EDT View Details

excel’s data validation tools - keep out bad data from the start

(2)

Jul 26, 2021 | 11:30 AM EDT View Details

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 Ethics webinar will help 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?

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

Testimonial

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    [average] => 4.3678
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4.4

(4614)
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.