CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Ethical Dilemmas in Representation

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Regulatory Ethics

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. Ethical Dilemmas in Representation will help you balance your duties and avoid ethical violations by thoroughly detailing revisions and proposed changes, giving you the necessary information to remain complaint with Circular 230.

Learning Objectives

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

  • Identify regulations under Circular 230, including the impact of the Loving case on tax preparer regulations, PTIN rules, eligibility to become an enrolled agent, and standards with respect to tax returns and documents.
  • Cite regulations under Circular 230, including sanctions, disreputable conduct, continuing education requirements, monetary penalties, and conflicting interests.
  • Recognize the regulations under Circular 230, including best practices, knowledge of client’s omissions, return of client records, solicitation, sanctions, and privacy restrictions on disclosure of client information.

Course Specifics

Course ID
4150629
Revision Date
January 1, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-00869-15-S
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1359
CTEC Ethics Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
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 …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Ethical Dilemmas in Representation

Format
CPE CREDITS
2 Credits: Regulatory Ethics

$58.00$78.00

Clear
Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Regulatory Ethics

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. Ethical Dilemmas in Representation will help you balance your duties and avoid ethical violations by thoroughly detailing revisions and proposed changes, giving you the necessary information to remain complaint with Circular 230.

Learning Objectives

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

  • Identify regulations under Circular 230, including the impact of the Loving case on tax preparer regulations, PTIN rules, eligibility to become an enrolled agent, and standards with respect to tax returns and documents.
  • Cite regulations under Circular 230, including sanctions, disreputable conduct, continuing education requirements, monetary penalties, and conflicting interests.
  • Recognize the regulations under Circular 230, including best practices, knowledge of client’s omissions, return of client records, solicitation, sanctions, and privacy restrictions on disclosure of client information.

Course Specifics

Course ID
4150629
Revision Date
January 1, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-00869-15-S
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1359
CTEC Ethics Credits: 2

Course Instructor

Robert (Bob) E. McKenzie Headshot
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 …

Robert (Bob) E. McKenzie, EA, Esq. Read More »

Ethical Dilemmas in Representation

Format
CPE CREDITS
2 Credits: Regulatory Ethics

$58.00$78.00

Clear