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2022 Enrolled Agent Ethics

  • EA

Published: March, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Tax quality control
    9 mins
  • Updates in ethics
    25 mins
  • Due diligence on taxes
    31 mins
  • Client omissions
    48 mins
  • False and misleading information
    69 mins
  • Other practitioner penalties
    89 mins

Course Description

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.

Circular 230 is where tax practitioners have their main source of ethics. Oftentimes, practitioners can inadvertently go astray from these rules. It is the document that contains – it has a statute on the front cover and then the rest of it is those regulations detailing a tax professional's duties and obligations while practicing before the IRS. And it has several sections. It has sections regarding who can practice before the IRS.

In this CPE webinar, you will learn the ins and outs of Circular 230 and look at real-life examples of practitioners who violated Circular 230. 

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 CPE Online Course qualifies for Enrolled Agents' annual ethics will look at updates in the ethics world for 2022 and how they will apply to tax practices.


Speaker Nicholas Preusch has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Click Here to explore his webinars on related subjects.

Learning Objectives

  • To explain where to look for ethical tax guidance.
  • To determine which parts of Circular 230 apply to your practice.
  • To explore how to properly utilize due diligence in tax practice.
  • To discuss how to limit your professional liability with the use of ethical procedures.
  • To create a tax quality control document.

Recommended For

  • This IRS-approved CPE webinar is recommended for Enrolled Agents aiming to complete their regulatory ethics CPE requirements while updating themselves with Circular 230.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-01029-22-S)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

Presenter

About Presenter

Nicholas Preusch

Certified Public Accountant (CPA), Nicholas Preusch

Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the  AICPA’s Tax Executive Committee. Nicholas is an adjunct professor at the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).

Faq

FAQs content

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Ratings and Review

4.7

227 Ratings

Excellent

160

Very Good

58

Average

9

Poor

0

Terrible

0

HJ

Holly Jorud, CPA (US)

Jun 14th, 2022

I have tried several CPE services over the years and usually am disappointed with the service offerings, especially with regard to ethics CPE. I loved this guy's casual style, knowledge, and discussion. This one CPE offered more interesting information that what I am used to with most. I have registered for 2 other classes this month and hope to experience the same. I am impressed!

NAM

Nila A Macdonald-park, EA

Jun 29th, 2022

This presenter made this presentation extremely easy to listen to. I dreaded this topic and he made it great - I did not miss anything he said and would take any course he gives in the future.

LE

Lynn Eichbrecht, EA

Apr 15th, 2022

Very interesting! Most ethics seminars are boring. This was very interesting and the presenter was extremely informative with real world examples of ethics violations.

ED

Erik Domino, EA

Aug 10th, 2022

MyCPE has helped me earn continuing education credit and provided me with useful information and skills for my work with clients.

AM

Alwyn Moore, EA

Aug 2nd, 2022

Love the stories he told, the made the course more relevant.

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