Ethics for Tax Professionals Webinar

May 11
1:00 - 3:00 p.m.

Online

2-Ethics
CPE Credits

The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt about whether this program satisfies your state’s ethics requirements.
Highlights

What does practicing before the IRS mean?
Who may practice before the IRS?
What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
May a tax preparer rely on the work of other tax return preparers?
May a tax preparer rely on and use client-provided information?
Standards associated with giving advice to clients
Abolition of the disclaimer requirement
When must a tax preparer examine a client’s books and records?

Registration

PICPA Member: $89
Nonmember: $114

More Information

Course No. EFTP-2021-01-WEBNR-131-01

Level: Basic

Prerequisites: None

Notes
This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Speaker(s)

Michael Tucker

Surgent McCoy CPE LLC

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