Event Details

Circular 230 Ethics: Upon completion of this course you should be able to explain when Circular 230 applies to a tax professional as well as PTIN requirements. Designed to equip you with a Circular 230 overview, you should gain a working knowledge of IRC Sec 6694 Compliance, preparer penalties, and select Circular 230 rules. In addition, you should be able to identify those subject to Circular 230, such as unlicensed preparers, PTINs, and those in the AFSP program. The course covers consent and disclosure rules, confidentiality, IRS authoritative guidance, case studies, and more. You should be able to recognize whether or not you meet the requirements to take a position on a tax return, what to do as a professional to ensure that they do not violate established rules of ethics, and how to avoid actions that would result in sanctions, suspension, or disbarment.


Tax Return Preparer Ethical Issues: Upon completion of this course, you should be able to: Recognize the permitted scope of tax return preparer responsibilities; Identify the best practices for tax advisers in preparing or assisting in the preparation of a submission to the Internal Revenue Service; List practitioner duties and restrictions with respect to – Information to be furnished to the IRS, The practice of law, Dealing with taxpayer omissions, errors and noncompliance with U.S. revenue laws, The requirement for preparer diligence as to accuracy, Return of client records, The existence of conflicts of interest, and Solicitation of business; and List the various sanctions that may be imposed for a preparer's failure to comply with applicable conduct rules.


  • Prerequisites: None
  • Hours: 4
  • Field of Study: Regulatory Ethics - 4
  • Course Level: Basic
  • IRS Number: Pending

Early Registration Deadline: October 10, 2023

Agenda

8:00 AM - 12:00 PM
Ethics
This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Cred...
This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
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Tickets

MEMBER

Select this option if you are a MEMBER of MAPA.

Member Early Bird Price $225
Member Price $250
NON Member

Select this option if you are NOT a member of MAPA.

Early Bird Price $285
Standard Price $310

Documents

Ethics Registration Formdownload

Speakers

  • BJ

    Bob Jennings

    CPA, EA at TaxSpeaker

    https://www.taxspeaker.com

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

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