Practical Ethics and Circular 230 Compliance for CPAs and EAs
If you have questions about this event, please call us at 952-831-2707.
This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work. With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
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Taxpayers' rights and protections
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Professional oversight in tax practice
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Navigating Circular 230 complexities
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Ethical practice before the IRS
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Preparer roles and responsibilities
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Compliance with rules on written advice
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Ensuring client confidentiality
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Upholding best practices in tax preparation
Learning objectives
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Define key terms and concepts within Circular 230
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Identify common ethical challenges in tax practice
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Classify different types of professional conduct under Circular 230
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Apply Circular 230 regulations to real-world scenarios
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Demonstrate how to handle conflicts of interest ethically
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Evaluate the implications of confidentiality and due diligence in practice
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Construct strategies for maintaining independence in professional judgment
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Discuss knowledge and skills to improve ethical decision-making processes
Who should take this program?
- CPAs, finance professionals
Pricing
|
Standard Member Fee |
$129.00
|
 Standard Nonmember Fee |
$129.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$129.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Instructor
Arthur Werner, JD, MS (Taxation)
Location
Online
Area
of study
Ethics
Field(s)
of study
Regulatory Ethics - Technical (4.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
A basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
Learn more
Search CPE catalog
If you have questions about this event, please call us at 952-831-2707.
