November 22, 2022


Webinar


2 Total CPE Credits

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Surgent's Ethics for Tax Professionals

Learning Objectives

  • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

Major Topics

  • What does practicing before the IRS mean?
  • Who may practice before the IRS?
  • What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
  • May a tax preparer rely on the work of other tax return preparers?
  • May a tax preparer rely on and use client-provided information?
  • Standards associated with giving advice to clients
  • Abolition of the disclaimer requirement
  • When must a tax preparer examine a client’s books and records?

CPE Credits Available

2
Total CPE
2
Ethics

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

Any tax practitioner who wishes to be informed or updated with respect to the Circular 230 rules of conduct that apply to tax return preparers

Provider

Surgent McCoy CPE

This event has ended.