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2024 Practical Ethics and Circular 230 Compliance for CPAs

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TBD

4.0 Credits

Member Price $129

Non-Member Price $129

Overview

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.

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

Prerequisites

A basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies

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

Preparation

None

Non-Member Price $129

Member Price $129