CPE Course Surgent's Ethics for Tax Professionals (EFTP)

December 27, 2017

1:00 PM — 3:00 PM

Location Webinar

Member Price $89.00
Non-member Price $119.00

Curriculum Ethics

Field of Interest

Level Beginning

Designed For

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

2.00 credits

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Objective

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

Highlights

  • 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
  • Abolishment of the disclaimer requirement

Instructors

Prerequisites

None

Developer

Surgent McCoy CPE, LLC

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