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IRS Circular 230 Compliance Update

Understand your obligations imposed by updated Treasury Circular 230 and the impact of court decisions and possible legislative actions.

IRS Circular 230 Compliance Update will cover real life examples of tax ethics and how they can affect practitioners. Most violations of Circular 230 are incidental but still can affect the practitioner's right to practice before the IRS. In this topic, we will discuss the most common ethical provisions that practitioners go astray on. We will also look at the new developments in the tax ethics realm.

Learning Objectives

  • You will be able to identify 2019 Updates on Circular 230 and Tax Ethics in General.
  • You will be able to recognize Applicable Sanctions Under Circular 230.
  • You will be able to identify what happens when a case goes to the Office of Professional Responsibility (OPR).
  • You will be able to identify the most relevant ethical Tax Ethics Provisions and how they apply in real life situations.

Runtime: 94 minutes
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Why Lorman?

Over 33 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

Determine How OPR Is Structured

  • What Happens When Cases Go Before OPR
  • The Procedural Aspects Related to Tax Ethics

Learn Where OPR Gets Its Cases and How They Handle Cases They Receive

  • Different Sources That OPR Looks to Get Their Information From to Start Processing Cases

Ethics Requirements Under Circular 230

  • The Most Relevant Ethical Tax Ethics Provisions and How They Apply in Real Life Situations

Determine Applicable Sanctions Under Circular 230

  • The Consequences of Violating Ethical Rules

Learn the Case Process If Cases Go Before an ALJ

  • Discuss What Practitioners Will Face If Going Before an ALJ

2019 Updates on Circular 230 and Tax Ethics in General

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Why Lorman?

Over 33 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 Webinar

This course was last revised on March 6, 2020.

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

  • CPE/NASBA - QAS Self Study 2.5 including Regulatory Ethics 2.5
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.5 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Regulatory Ethics for 2.5 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
     
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Why Lorman?

Over 33 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

Nicholas Preusch

Nicholas Preusch

PBMares, LLP

  • Tax manager for PBMares, LLP
  • Practice emphasis in not-for-profits, international tax, and tax ethics
  • Conducts regular seminars and workshops on numerous complex tax issues across the United States
  • Published in the AICPA's Journal of Accountancy, The Tax Adviser, CCH's Journal of Tax Practice and Procedure, and a co-written textbook on Circular 230 and Preparer Penalties published by Thomson Reuters
  • Member of the AICPA and Virginia Society of CPAs
  • LL.M. degree in taxation, Georgetown University; J.D. degree, Case Western Reserve University; M.S. degree in accounting, University of Connecticut; B.A. degree in accounting and business, Carthage College
  • Can be contacted at 540-940-2666 or [email protected]
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Why Lorman?

Over 33 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.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
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  • MP3 Downloads
  • Course Manuals
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  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 407646
Published 2020
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