While all tax pros try to do the right thing, the reality is that this is a complicated business. There may come a time when you inadvertently face an ethical problem. And the Internal Revenue Service (IRS) recently revised its Circular 230—imposing new duties and responsibilities on those who represent taxpayers before the agency. Time to get to know the new compliance rules!
Join tax attorney Robert E. McKenzie in this detailed webinar as he outlines the new IRS requirements and how they may impact you, your business, and your client interactions. The agency is taking its revised rules seriously; even if you commit a potential violation unintentionally, you could face trouble. So position yourself, with the expert insight McKenzie provides, to proactively handle any ethical issues that may arise.
After attending this instructive session, you will understand the standards and penalties for tax preparers, conflicts of interest, and due diligence. Plus, you’ll learn best practices for avoiding problems—and for minimizing face time with IRS investigators. Don’t assume you know the line when it comes to ethical issues. Find out exactly where it is.
After attending this webinar, you will understand:
IRS standards and penalties for tax preparers
Conflicts of interest
Your duties, as defined by Circular 230
Best practices to avoid violation pitfalls
NASBA & IRS Category of Study: Ethics
Who Should Attend
CPAs and Enrolled Agents
Finance and Accounting Professionals
Accounting and Taxation Firms
Law firms dealing with tax issues
Profit businesses involved in joint ventures with nonprofit organizations
Robert E. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. He has lectured extensively on the subject of taxation. He ...