CREDITS: Ethics (4), Tax (4)
CATEGORY: Ethics, Tax
SPEAKER: Robert E. McKenzie, Esq.
DATE: Wednesday May 13, 2020 or June 10, 2020 or Aug. 12, 2020
TIME: 9:00 A.M. - 12:30 P.M. on May 13
12:00 P.M. - 3:30 P.M. on June 10, Aug. 12
LOCATION: Webinar Rebroadcast
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. Earn all your 4 CPE/CLE credits in Ethics from this seminar! This course qualifies for NYS, Ohio, IRS Enrolled Agents, and all states that do not have a specific ethics requirements. (States with specific ethics requirements such as NJ, FL, DE are not eligible for this course. Click here for a full listing. We now have an approved NJ ethics course, click here to view available dates.).
Topics & Learning Objectives Include:
Ethics per IRS Circular 230
- Standards and penalties for tax preparers
- Conflicts of interest
- Due diligence when preparing returns
- Understand your duties
- The best practices to avoid problems
- Advising taxpayers of mistakes on their returns
Bob McKenzie is one of the most knowledgeable lecturers on IRS matters in the nation. He is a former IRS officer and knows all the inner workings of the IRS.