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Treasury Circular 230 for EAs and Other Tax Preparers (Z2-614)

100 Minutes
On demand - Video

On Demand - Video

2 CPE Credits in TX

OVERVIEW

Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.

BENEFITS

  • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • Understand the provisions of Treasury Circular 230, the IRC and common law as it pertains to tax practitioners.
  • Know the IRS requirements before an individual may file returns on behalf of others as a preparer.

HIGHLIGHTS

  • Circular 230
  • Conflicts of interest
  • Loving case
  • RTRP

COURSE LEVEL

Basic

PREREQUISITES

None

INSTRUCTOR

Allison McLeod

Allison M. McLeod, CPA, LL.M., J.D.

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PRICING

$58.00 - Member

$78.00 - Nonmember

ADDITIONAL OPTIONS

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COURSE DEVELOPER

CPA Crossings