2024 Practical Ethics and Circular 230 Compliance for CPAs

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  • Location
    • Your Computer
      Your Space
      ISCPA / ACPEN Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Auditing (2.00)
  • Prerequisites
    • A basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies

  • Vendor
    • ACPEN
  • Level
    • Intermediate
  • Fields of Study
    • Auditing
  • Message
    • Virtual Experience

Description

This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work. With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.



  • Presented by Melissa Critcher

    • Delivery Format: Live Webcast Replay

    Designed For

    CPAs, finance professionals

    Objectives

    • Define key terms and concepts within Circular 230
    • Identify common ethical challenges in tax practice
    • Classify different types of professional conduct under Circular 230
    • Apply Circular 230 regulations to real-world scenarios
    • Demonstrate how to handle conflicts of interest ethically
    • Evaluate the implications of confidentiality and due diligence in practice
    • Construct strategies for maintaining independence in professional judgment
    • Discuss knowledge and skills to improve ethical decision-making processes

    Highlights

    • Taxpayers' rights and protections
    • Professional oversight in tax practice
    • Navigating Circular 230 complexities
    • Ethical practice before the IRS
    • Preparer roles and responsibilities
    • Compliance with rules on written advice
    • Ensuring client confidentiality
    • Upholding best practices in tax preparation

    Advanced Prep

    None

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    Leaders

    ACPEN Panel

    No Biography Available

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