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Ethics for Enrolled Agents and CPAs: Best Practices and Client Boundaries

ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES

NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements
Cost $30.00
Presentation Length 2.0 hours

Recorded DateOctober 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

In this webinar, we will delve into the key policies outlined in IRS Circular 230 that directly affect enrolled agents and CPAs in their daily practice. Through a detailed exploration of a 'what if' case study scenario, attendees will understand the potential consequences of succumbing to client pressure that could lead to preparer penalties and damage their professional reputation. Led by Angelene Wierzbic, EA, CTRS, this session is essential for enrolled agents and CPAs seeking to navigate ethical challenges and maintain compliance with IRS guidelines.

Learning Objectives:


  • Define the key policies within IRS Circular 230 that influence daily practice for enrolled agents and CPAs

  • Identify potential exposures to preparer penalties that may result from ethical breaches in client representation

  • Recognize the detrimental impact that unethical client behavior can have on the professional reputation of enrolled agents and CPAs

  • Determine proactive strategies for upholding ethical standards and mitigating the risks associated with client demands

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Angelene Wierzbic, EA, CTRS

ASTPS
Tax Resolution Specialist
[email protected]
(716) 631-5111

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Angelene is an IRS Enrolled Agent, Certified Tax Resolution Specialist, and an instructor for the American Society of Tax Problem Solvers. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on thousands of cases in her career and is an instructor in the ASTPS Tax Resolution Accelerator. 


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About Our Presenter

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The American Society of Tax Problem Solvers is a national non-profit membership association that was founded in 2003 to address the need for IRS Tax Problem Resolution Training and Mentoring. ASTPS offers live technical training conferences, case support & continuing education through membership, and certification opportunities for practitioners looking to specialize in tax problem resolution.