Course Details

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ADDITIONAL DATES

Nov 30, 2020 | 11:00 AM EST Register
Dec 07, 2020 | 01:30 PM EST Register
Dec 14, 2020 | 02:30 PM EST Register
Dec 21, 2020 | 03:30 PM EST Register
Dec 28, 2020 | 01:30 PM EST Register

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.

Why You Should Attend ?

Ethical dilemmas are found at every turn in a tax practice. This webinar will dive into the rules and regulations surrounding tax practice, and how to deal with tricky ethical situations. We will discuss Circular 230 and other regulations relating to tax practice, and discuss the PTIN rules.

Webinar Qualifies for

  • 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

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.

About Presenter

Nicholas Preusch, CPA

Accounting Manager, PBMares, LLP

npreusch@gmail.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).

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.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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

4.3
(2625)
51%
34%
10%
3%
1%
  • SA
    Stephanie Anderson
    Nov 7th 2019
    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.
PS
Paul Skipski
Thank you for providing this without charge. This is appreciated in times like this.
PBP
Patricia B. Poplau , CPA
Excellent presentation and examples. Love your courses.
Ashraf Abdallah , CIA, CISA
Excellent content, message, mission and delivery. Thank you my-cpe.com
PW
Psela Wilpon , AFSP
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.
PW
Psela Wilpon , AFSP
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.

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) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
DEALING WITH IRS COLLECTIONS DIVISION (PART II)
Tuesday, November 24, 2020 | 02:00 PM EST View Details/Register
Effective Management Accounting
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Individual Tax Update 2020
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Schedule C - Form 1040 (2020)
Tuesday, November 24, 2020 | 03:30 PM EST View Details/Register
SOX Internal Controls for Accounts Payable
Tuesday, November 24, 2020 | 04:00 PM EST View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
  • Cost FREE
  • CPE Credits 2
  • CE Credits 2
  • IRS Course ID GEHNZ-E-00066-19-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 Accountant Others CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Tax Pros CPA (Industry) Young CPA Tax Accountant (Industry) Tax Director (Industry)
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
PPP UPDATES WITH LATEST GUIDANCE FROM SBA, IRS & FORM 3508, FORM 3508-EZ, 3508-S
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register
DEALING WITH IRS COLLECTIONS DIVISION (PART II)
Tuesday, November 24, 2020 | 02:00 PM EST View Details/Register
Effective Management Accounting
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Individual Tax Update 2020
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Schedule C - Form 1040 (2020)
Tuesday, November 24, 2020 | 03:30 PM EST View Details/Register
SOX Internal Controls for Accounts Payable
Tuesday, November 24, 2020 | 04:00 PM EST View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register