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Tax Ethics - 2022

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • Maryland Tax Prep.
  • CFIRS
  • CWS

Published: May, 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

  • Place to find ethical guidance
    17 mins
  • Living in a post-Loving world
    40 mins
  • How far back can OPR look?
    61 mins
  • Providing information to the IRS
    81 mins
  • What happen if client makes mistake?
    110 mins

Course Description

Ethical issues for tax practitioners typically arise from a conflict among the duties owed to the client, the system, and yourself. When conflicts arise, it is important to understand what standards will be used to judge your conduct.

The Office of Professional Responsibility (OPR) at the U.S. Internal Revenue Service (IRS) is responsible for all matters related to "tax practitioner" misconduct, discipline, and practice before the IRS. OPR’s vision, mission, strategic goals, and objectives support effective tax administration by ensuring all tax practitioners, tax preparers, and other third parties in the tax system adhere to professional standards and follow the law. To report issues, concerns, or any problems that you may experience contact the OPR at Internal Revenue Service.

Circular 230 is where tax practitioners have their main source of ethics. Often practitioners can inadvertently go astray of these rules. Currently, the IRS only requires practitioners who represent taxpayers before the IRS to follow Circular 230 due to the Loving case. It contains the regulations governing practice before the Internal Revenue Service. Practice before the IRS includes all matters connected with a presentation to the IRS relating to a taxpayer’s rights, privileges, or liabilities under laws or regulations administered by the IRS. 

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

Here is the link of your interests: IRS AuditCPE Ethics Courses

Learning Objectives

  • To discuss 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 limit your professional liability with the use of ethical procedures.
  • To create a tax quality control document.

Recommended For

  • This Online Ethics CPE course is recommended for CPAs, EAs, AFSPs, Tax professionals, Accountants, and Other Professionals who want to understand everything about General Tax Ethics.

Who Should Attend?

  • Account Receivable Manager
  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Compliance and ethics managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 4 General Credit for Accountant/Bookeeper
  • 4 CPE Credit of Ethics (Regulatory) for Certified Public Accountants (CPA-US)
  • 4 CE Credit of Federal ethics for Annual Filing Season Program (AFSP)
  • 4 CE Credit of Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0979)
  • 4 CE Credit of Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-01183-22-S)
  • 4 CE Credit of Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-01183-22-S)
  • 4 CE Credit of Federal ethics for Maryland Tax Preparer (MRTP)
  • 4 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 4 CE Credit for Certified Wealth Strategist (CWS)

Additional details

  • Course Level :
    Basic
  • Credits :
    4
  • 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.

NASBA APPROVED

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

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

CTEC APPROVED

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

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

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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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.1

19 Ratings

Excellent

8

Very Good

7

Average

3

Poor

0

Terrible

1

BS

Brian Smith, CPA (US)

May 29th, 2022

This was the first tax ethics class I have taken, Nicholas made it very interesting, using lots of examples. Made a four-hour class on what could be very dry zoom by.

JK

John Katsacoulas, EA

Jun 28th, 2022

I thought the course and content was relevant to what I hoped to accomplish. However, there was considerable information on the exam that was not either covered in the content or made available. None of the questions about penalties were made clear and I had to do independent research to obtain the information to complete the test and one question in particular I was never able to find the answer.

AR

Alfred Romano, CPA (US)

Jun 16th, 2022

too many mistakes in the questions. for example one question asked about section 6695 and provided answers for section 6694; Another question asks about omissions and the answers all contained the word admissions. Penalty maximums need to be updated in the questions. and answers

PC

Phil Condit, CPA (US)

Jun 22nd, 2022

This is one of the worst CPE classes I have taken. The instructor looked like he had just gotten out of bed. The content in the webinar was not relevant to the quiz that was at the end of it. I had to google for the answers to the quiz. I would not recommend this at all.

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