Select a Webcast

January 11, 2018
11:00AM - 1:00PM ET

$99

Webcast
2
Basic
Regulatory Ethics
None

Course Description

In 2011 and 2012, the IRS announced major revisions and proposed changes to Circular 230. The recently revised Circular 230 imposes new duties and responsibilities upon practitioners who represent taxpayers before the IRS. Practitioners must comply with these requirements, necessitating a complete understanding of their duties within the tax system and to their clients. Ethics in Tax Practice will help you balance your duties and avoid ethical violations by thoroughly detailing revisions and proposed changes, giving you the necessary information to remain compliant with Circular 230.



Instructor

Robert (Bob) E. McKenzie, EA, Esq.

Robert (Bob) E. McKenzie, EA, Esq., is a partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the IRS and state tax agencies. He has lectured extensively on the subject of taxation and has made numerous media appearances, including on Dateline NBC and ABC World News Tonight.

Bob has been elected to the American College of Tax Counsel where he serves as secretary/treasurer of its board of regents. Prior to entering private practice, he was employed by the IRS Collection Division in Chicago, Illinois. From 2009–2011, Bob served as a member of the IRS Advisory Council (IRSAC), a group appointed by the IRS Commissioner.

Bob is the author of Representation Before the Collection Division of the IRS as well as the coauthor of Representing the Audited Taxpayer Before the IRS and Representation Before the United States Tax Court.



Course Specifics

Regulatory Ethics
Jun 8, 2015
None
WC14151872
None


Compliance Information

103220
IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-E-00838-15-O
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-0857
CTEC Ethics Credit: 2
Qualifies for CA Fraud: No


Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the new standards and penalties for tax preparers
  • Apply the new Circular 230 duties
  • Avoid potential conflicts of interest
  • Identify and apply corrections of taxpayer mistakes
  • Identify unconscionable fees
  • Protect client records
  • Identify taxpayer confidences that may be disclosed to the IRS. 


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