Treasury Circular 230 for EAs and Other Tax Preparers

ON-DEMAND

Online

2-Tax
CPE Credits

  • 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

Registration

PICPA Member: $58
Nonmember: $78

More Information

Course No. ON-DEMAND Level: Basic

Prerequisites: None

Notes
Enrolled agents, tax practitioners, and other tax preparers.

Speaker(s)

Allison McLeod