Course Details

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ADDITIONAL DATES

Oct 29, 2020 | 01:30 PM EDT Register
Nov 05, 2020 | 01:00 PM EDT Register
Nov 12, 2020 | 03:00 PM EDT Register
Nov 19, 2020 | 01:00 PM EDT Register

Course Description

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

  • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law
  • Understand 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.

About Presenter

Allison McLeod, DL

Accounting Manager, Allison M. McLeod LL.M. CPA A PLLC

a_m_mcleod@yahoo.com

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas in Denton, Texas. She has also taught at the UNT College of Law as an adjunct law professor. Prior to her career in academia, Professor McLeod spent 18 in industry, working for a Big 4 accounting firm. a major retailer and an international cement company. In addition to her academic duties, Professor McLeod has had the privilege of teaching ethics to Texas CPAs across the State since 2011 and regularly serves as an expert witness on accounting malpractice cases. She is the owner of CPAEthicsOnline.com, which provides ethics CPE courses online for CPAs nation-wide. She occasionally serves as an expert witness in accounting malpractice cases.

Allison M. (Yee) McLeod, LL.M., JD, CPA, has served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice. Professor McLeod also a full-time Senior Lecturer at the University of North Texas in Denton, Texas. Her courses include Ethics, Corporate Taxation, Tax Research and Financial Accounting. In addition to her academic duties, Professor McLeod has had the privilege of teaching ethics to Texas CPAs across the State since 2011 and regularly serves as an expert witness on accounting malpractice cases.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Disclaimer

All jurisdictions accept ethics courses from Registry sponsors approved by NASBA to a certain extent. However, some jurisdictions have additional requirements for ethics courses. Please click on the below mentioned link for the additional requirements.https://www.nasbaregistry.org/cpe-requirements

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(630)
71%
23%
5%
1%
1%
  • CH
    Connie Hayton , AFSP
    Apr 28th 2020
    Since this was the first time I attended a webinar with myCPE, I appreciated the tip to toggle away from full screen in order to answer polls. Thanks!
LB
Larry Bartlett
Very timely course for me. thanks for cpe webinar dealing with ethics topic
THL
Teresa Hayes Lipham , Bookkeeper, AFSP
Great instructor. Actually the first Ethics webinar that was not boring. I've been taking Ethics classes for 14 year. She was very engaging and did not just read powerpoints. Highly recommend this webinar.
WP
WILLIE PHILLIPS
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
LP
LUIS PINEDA , AFSP
Very interesting presentation, many ethics presentations I have taken were rather boring, the presenter kept it interesting
KS
Kelly Saposnick , EA
It was a great webinar!

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.

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

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, October 27, 2020 | 10:00 AM EDT View Details/Register
Practical Guide for Understanding Critical Concepts of Trusts and Estates
Tuesday, October 27, 2020 | 10:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Excel Accountant - Charts
Tuesday, October 27, 2020 | 11:30 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Tuesday, October 27, 2020 | 12:00 PM EDT View Details/Register
Money Talks – Don’t Let it Walk – Prevent & Detect Cash Fraud
Tuesday, October 27, 2020 | 12:30 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Tuesday, October 27, 2020 | 01:00 PM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy (For Bookkeepers, Accountants, Tax Pros, Auditors, CPAs)
Tuesday, October 27, 2020 | 02:00 PM EDT View Details/Register
TRUMP & BIDEN TAX & PAYROLL PLAN DISCUSSION & COMPARISON WITH YEAR END UPDATES & LIVE Q & A
Tuesday, October 27, 2020 | 02:30 PM EDT View Details/Register
The iClat - generate substantial tax deductions today using future charitable donations
Tuesday, October 27, 2020 | 03:00 PM EDT View Details/Register
CARES ACT: NOL CHANGES (UPDATED LATEST)
Tuesday, October 27, 2020 | 03:00 PM EDT View Details/Register
Itemized Deduction Updates - With Examples & Case Studies
Tuesday, October 27, 2020 | 04:00 PM EDT View Details/Register
Quickbooks for Desktop PC Exploring the Interface - For Beginners
Wednesday, October 28, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • CE Credits 2
  • IRS Course ID GEHNZ-E-00065-19-O
  • Subject Area Ethics (Regulatory)
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Attorney Tax Practitioners CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Tax Pros Tax Firm Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Tax Director (Industry)
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, October 27, 2020 | 10:00 AM EDT View Details/Register
Practical Guide for Understanding Critical Concepts of Trusts and Estates
Tuesday, October 27, 2020 | 10:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing
Tuesday, October 27, 2020 | 08:00 AM PDT View Details/Register
Excel Accountant - Charts
Tuesday, October 27, 2020 | 11:30 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Tuesday, October 27, 2020 | 12:00 PM EDT View Details/Register
Money Talks – Don’t Let it Walk – Prevent & Detect Cash Fraud
Tuesday, October 27, 2020 | 12:30 PM EDT View Details/Register
Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation
Tuesday, October 27, 2020 | 01:00 PM EDT View Details/Register
Excel Speed Loop: Systematically Improve Efficiency and Accuracy (For Bookkeepers, Accountants, Tax Pros, Auditors, CPAs)
Tuesday, October 27, 2020 | 02:00 PM EDT View Details/Register
TRUMP & BIDEN TAX & PAYROLL PLAN DISCUSSION & COMPARISON WITH YEAR END UPDATES & LIVE Q & A
Tuesday, October 27, 2020 | 02:30 PM EDT View Details/Register
The iClat - generate substantial tax deductions today using future charitable donations
Tuesday, October 27, 2020 | 03:00 PM EDT View Details/Register
CARES ACT: NOL CHANGES (UPDATED LATEST)
Tuesday, October 27, 2020 | 03:00 PM EDT View Details/Register
Itemized Deduction Updates - With Examples & Case Studies
Tuesday, October 27, 2020 | 04:00 PM EDT View Details/Register
Quickbooks for Desktop PC Exploring the Interface - For Beginners
Wednesday, October 28, 2020 | 09:00 AM EDT View Details/Register