TAX PRACTITIONERS ETHICS (LATEST 2020)

• 2 CPE credit of Ethics (Regulatory) for all CPAs
• 2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ )
• 2 General Educational credit for Tax Professionals/Bookkeepers/Accountants

• Basics of the IRS Office Professional Responsibility
• Jurisdictional issues of who is subject to Circular 230
• How OPR could levy a penalty
• Sections of Circular 230 that create a duty for tax practitioners to follow as not to violate Circular
• What to do in tricky ethical situations with clients.

Nicholas Preusch, CPA

Tax Manager, Nicholas Preusch, CPA

npreusch@pbmares.com

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 VSCPA’s Tax Advisory Committee and the AICPA’s Tax Practice and Responsibilities Committee. Nicholas is an adjunct professor with 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).

• 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 rebroadcast of a live event 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.