Ethics Update: A Guide to Circular 230

Course Details

Date

Tuesday, May 24, 2022

8:00am – 9:56am

Field of Study

Ethics

Course Number

A3449901

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Update

Vendor

ACPEN

Prerequisites

None

Description

Yes, taking an ethics course is a requirement to keep your license.  But that doesn’t mean that an ethics course can’t be practical and meaningful.  This update course is meant to give the tax practitioner two hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice.  Best practices and guidance issues will also be provided.  

**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 leighanne.conroy@acpen.com.

Highlights

  • Understanding the Taxpayers Bill of Rights
  • Oversight of the Tax Profession
  • Various Circular 230 issues
    • Practice before the IRS
    • Definition of a preparer
    • Rules of written advice
  • Unenrolled return preparers
  • Unlicensed activity
  • Record requests
  • Confidentiality
  • Use of a third-party service provider
  • Knowledge of client’s omissions
  • Best practices
  • Due diligence
  • Competence
  • Written advice
  • False Opinions

Objectives

  • To provide the tax practitioner two hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice. 

Designed For

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$79.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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