Dec 1, 2:00 PM - 4:00 PM (ET)
Avoiding Ethical Violations
Includes a Live Event on 12/01/2015 at 2:00 PM (EST)
During 2011 the IRS announced major
revisions to Circular 230. In 2012 it announced new proposed changes. We
all try to the right thing but many of us have busy practices and those
pressures may cause us to inadvertently face an ethical problem.
Circular 230 has recently been revised and it has imposed new duties and
responsibilities upon practitioners who represent taxpayers before the
IRS. Anyone who practices before the IRS must comply with these
requirements. This class is designed to help you avoid violating your
ethical duties and topics include the following:
New standards and penalties for tax preparers
New Circular 230 duties
Potential conflicts of interest
Correction of taxpayer mistakes
What fees are unconscionable?
Return of client records
What taxpayer confidences may you disclose to the IRS?
practitioner needs to understand his/her duties to the tax system and
to his/her client. This class will assist you in balancing those duties.
IRS CE: 2 Hours/Ethics
NASBA CPE: 2 Hours/Regulatory Ethics
Presented by Robert E. McKenzie, EA, Attorney
NSA ConnectED Webinar Series
Program Level: Basic/Intermediate
Advance Preparation: None
Delivery Method: Group-Internet Based
refunds or exchanges for cancellations. For more information regarding
refund, complaint and/or program cancellation policies, 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.
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.