October 30, 2014 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT
The unique nature of representation engagements lend themselves to difficult ethical issues, well beyond the relative safety of mainstream tax practice. This interactive course covers a myriad of regulations and requirements, including the latest changes to Circular 230, as well as case studies of common ethical dilemmas faced by tax practitioners. Focused on ethical issues specific to representation, topics include: due diligence, conflicting interests, information to be furnished, prompt disposition of pending matters, disreputable conduct, and privacy and disclosure of client information.
NASBA CPE: 2 Hours/Ethics
IRS CE: 2 Hours/Ethics
Presented by Robert E. McKenzie, EA, Attorney
NSA ConnectED Webinar Series
Learning Objective: At the conclusion of this class students will have: a better understanding of ethical traps and pitfalls, rules on conflicts of interest, due diligence standards for document and return preparation, and duties to file electronically.
Program Level: Basic/Intermediate
Prerequisites: None
Advance Preparation: None
No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, please contact NSA toll-free at 800-966-6679.
NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.
The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.
Order 4 or more 2013 webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".