QAS Self-Study
Intermediate
CPE Credits
2 Credits: Regulatory Ethics
Course Description
We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face a problem with our ethics. 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:
- 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
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Know the standards for written tax advice
- Know the standards for tax preparation
- Learn the best ways to avoid problems
Course Specifics
|
Course ID 4200665VID |
Revision Date March 3, 2020 |
Prerequisites There are no prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02079-22-S
IRS Ethics Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02079-22-S
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1417
CTEC Ethics Credits: 2
CTEC Course Number: 2071-CE-1417
CTEC Ethics Credits: 2
Course Instructor
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 contributions, 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 …
Ethics in Tax Practice: Self-Study Video
CPE CREDITS
2 Credits: Regulatory Ethics
$98.00
QAS Self-Study
Intermediate
CPE Credits
2 Credits: Regulatory Ethics
Course Description
We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face a problem with our ethics. 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:
- 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
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Know the standards for written tax advice
- Know the standards for tax preparation
- Learn the best ways to avoid problems
Course Specifics
|
Course ID 4200665VID |
Revision Date March 3, 2020 |
Prerequisites There are no prerequisites |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02079-22-S
IRS Ethics Credits: 2
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02079-22-S
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1417
CTEC Ethics Credits: 2
CTEC Course Number: 2071-CE-1417
CTEC Ethics Credits: 2
Course Instructor
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 contributions, 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 …
Ethics in Tax Practice: Self-Study Video
CPE CREDITS
2 Credits: Regulatory Ethics
$98.00