Conferences Presenting

Key West Conference
June 07, 2018
7:30AM - 1:00PM
Robert (Bob) E. McKenzie, EA, Esq.
St. George Conference
May 18, 2018
7:30AM - 1:00PM
Robert (Bob) E. McKenzie, EA, Esq.
Live Event
There are no prerequisites for this course

Course Description

We all try to do the right thing, but most of us have busy practices and the related pressures may cause us to inadvertently face an ethical problem. IRS 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. The IRS has also stepped up enforcement of a range of preparer penalties. The penalties are substantial and could lead to disciplinary actions. Every practitioner needs to understand his or her duties to the tax system and to his or her client. This course will assist you in balancing those duties and is designed to help you avoid violating your ethical obligations. 

Course Specifics

There are no prerequisites for this course

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01197-17-I
IRS Federal Tax Law Credits: 6
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1152
CTEC Federal Tax Law Credits: 6
Qualifies for CA Fraud: No

Learning Objectives

After completing this course, you will be able to:

  • Identify new standards and penalties for tax preparers
  • Discuss new Circular 230 duties
  • Recognize potential conflicts of interest
  • Determine how to correct taxpayer mistakes
  • Identify IRS rules for asserting preparer penalties and ways to avoid them
  • Discuss ethical standards in relation to the return of client records
  • Determine what taxpayer confidences may you disclose to the IRS

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