CPE Course Surgent's General Ethics for Tax Practitioners Download

Location Webinar

Member Price $49.00
Non-member Price $79.00

Curriculum Ethics

Field of Interest

Level Intermediate

Designed For

CPAs who want to satisfy the general professional ethics requirement in all states except those that require a state-specific ethics course (AK, AR, AZ, CA, CO, DE, FL, ID, LA, MI, MS, NJ, NY, OH, SC, TN, TX, UT, VA, WA, WY)

Objective

  • Identify the Office of Professional Responsibility
  • Distinguish between ethical responsibilities owed to the Service and the client
  • State the limitations on contingent fee arrangements
  • Discuss the areas of conflict of interest and solicitation that attend practice before the Service
  • Appreciate the possible sources of, and sanctions for, unethical conduct with the IRS
  • Recognize the public disclosure of unethical conduct by a tax practitioner before the IRS

Highlights

  • Who is a tax practitioner?
  • What responsibilities does the Office of Professional Responsibility regulate?
  • What limitations does the IRS place on fee arrangements?
  • What duties does the practitioner have with respect to client records?
  • What limitations apply with respect to a written tax opinion?
  • What sanctions may be applied for violations of Service imposed standards of conduct?

Instructors

Prerequisites

None

Developer

Surgent McCoy CPE, LLC

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