2 Credits: Regulatory Ethics
This CPE webcast course is meticulously designed to empower tax, accounting, and finance professionals with a robust understanding of Circular 230. By engaging with our curriculum, participants will unlock a comprehensive grasp of the regulations governing practice before the Internal Revenue Service. The online CPE course intricately explains the authority of the Secretary of the Treasury over practitioners and the impact of the most recent revisions to Circular 230. Additionally, it provides valuable insights into the IRS’s attempts to regulate tax return preparers and the implications of the Loving decision. Beyond just theoretical knowledge, this CPE webcast course offers practical benefits. Participants will be equipped with the skills to avoid common pitfalls that lead to disciplinary actions, understand the criteria for expedited suspensions, and gain a unique perspective through real-life examples of practitioner missteps. This CPE class isn’t just an educational experience; it’s an essential tool for professionals aiming to elevate their practice and ensure compliance in an ever-evolving regulatory environment.
After completing this course you will be able to:
- Understand the provisions of Circular 230 that can result in disciplinary actions against a practitioner.
- Learn about expedited suspensions and the criteria for OPR to use them.
- Laugh (hopefully) at some of the more outrageous actions of individuals that caused them to lose their license.
December 3, 2020
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02085-22-O
IRS Ethics Credits: 2
CTEC Course Number: 2071-CE-1534
CTEC Ethics Credits: 2
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Meet The Experts
Mark Seid, EA, CPA has over 25 years of experience in field of taxation focused on tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.