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Ethical Challenges for Today's Practitioner

Gain valuable insights on maintaining professional competence amidst technological advancements and global shifts.

Just when you thought you had mastered the basic rules of ethics that apply to tax professionals, the world was turned on its head with a global pandemic and the rise of new technology. Once thought of as an easy A in college or law school, our increasingly complex work environment has presented more ethical challenges than ever before. Competence no longer means just understanding the tax code; privilege might be breached by toddlers; and the standard definitions of what it means to practice in a jurisdiction have been stretched farther than we imagined possible. Come learn what Amazon's Alexa, the metaverse and global nomads have to do with ethics in this highly practical session discussing the ethical issues that arise in our everyday practice as tax professionals and where to look for guidance when the "old" rules no longer seem to apply.

Learning Objectives

  • You will be able to recognize Duties of Confidentiality Applicable to Tax Professionals.
  • You will be able to identify Practitioner Core Competencies.
  • You will be able to identify AICPA Statement of Standards for Tax Services and New Sstss.
  • You will be able to recognize Unauthorized Practices.

118 minutes
Course Exam
Certificate of Completion
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Back to Basics: Confidentiality, Privilege, and Work Product Protection

  • Duties of Confidentiality Applicable to Tax Professionals
  • Compare and Contrast - Confidentiality Versus Privilege
  • Work Product - What Does It Cover and When Is It Waived?

Practitioner Core Competencies

  • Competence, Diligence and Supervision
  • Keeping up With Technology
  • Unauthorized Practice and Global Nomads

Tax Practice in the Time of (Post-)COVID

  • New/Updated Ethical Guidance
  • The Particular Challenges of Remote Work
  • Zoom and Zealous Representation

Recent Updates to Ethical Guidelines

  • Circular 230 - How Has Its Scope Been Narrowed by the Courts?
  • AICPA Statement of Standards for Tax Services - New Sstss Effective January 1, 2024!
  • What to Do About the Corporate Transparency Act
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Add to Wishlist

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on December 18, 2023.

Call 1-866-352-9540 for further credit information.

  • Enrolled Agents 2.0 including Ethics 2
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).This course also qualifies for 2.0 of ethics.
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Melissa L. Wiley

Melissa L. Wiley

Lowenstein Sandler LLP

  • Partner, Lowenstein Sandler LLP
  • Experience representing clients in all levels of the IRS administrative process, as well as in tax litigation matters; served as subject matter expert on a variety of tax controversy topics as a member of a Big 4 national tax department; acted as internal counsel to a Big 4 accounting firm on matters related to the tax practice
  • Frequent speaker on topics related to IRS examinations, penalties, ethics, and return preparers
  • Regent, American College of Tax Counsel; vice-chair of Appointments to the Tax Court and Argret Fellowship committees, American Bar Association Section of Taxation; Chair, Tax Audits & Litigation Committee, D.C. Bar Tax Section; vice-chair of IRS Advocacy & Relations and National Tax Committees, AICPA
  • J.D. degree, Georgetown University Law Center; B.S. degree in actuarial science, The College of Insurance
  • Can be contacted at [email protected] or 202-862-3790
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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Product ID: 411060
Published 2023
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