CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Ethics In Tax Practice

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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 an ethical problem. 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
WC14206778
Revision Date
February 24, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-01503-20-O
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1399
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 »

Ethics In Tax Practice

CPE CREDITS
2 Credits: Regulatory Ethics

$98.00

Icon_Webcast
Webcast
Icon_Level
Intermediate
Credits
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 an ethical problem. 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
WC14206778
Revision Date
February 24, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-01503-20-O
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1399
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 »

Ethics In Tax Practice

CPE CREDITS
2 Credits: Regulatory Ethics

$98.00