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IRS Practice Series: Circular 230 Considerations and Requirements (Currently Unavailable)

CPE Credit:

2 hours for CPAs
2 hours Ethics for EAs and OTRPs
2 hours Ethics for CTEC

This webcast will cover issues relating to tax practitioners, including the IRS power of attorney, conflicts of interest, privacy issues, promises and guarantees, advertising for clients.

Publication Date: April 2014

Designed For
Any proactive, current or prospective, Circular 230 practitioner who understands that the IRS is tightening up enforcement of tax practitioner ethics. This is designed for tax practitioners who want to learn to interact with clients professionally, avoid potential conflicts of interest issues between clients or between themselves and clients, to learn more about their rights and responsibilities with respect to powers of attorney and IRS representation. Note: Those who have earned the Tax Mediary (CTM) Certificate, will earn the Tax Mediary (CTM) Certificate — Intermediate Level upon completion of the full series.

Topics Covered

Power of Attorney
Conflict of Interest between spouses and partners
Business partners, and tax professionals
Professional advertising rules
Client privacy issues: in office, by mail, and electronically
Interactions with IRS

Learning Objectives

Recognize the IRS representation, client conflicts, advertising limitations, and privacy issues.

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None

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