This class will help you to avoid violating your ethical duties.
Avoiding Ethical Violations
This class will help you avoid violating your ethical duties.
During 2011 the IRS announced major revisions to Circular 230. In 2012 it announced new proposed changes. We all try to do the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 has recently been revised and it has imposed new duties and responsibilities upon practitioners who represent taxpayers before the IRS. Anyone who practices before the IRS must comply with these requirements. The topics include the following:
- New standards and penalties for tax preparers
- New Circular 230 duties
- Potential conflicts of interest
- Correction of taxpayer mistakes
- What fees are unconscionable?
- Return of client records
- What taxpayer confidence may you disclose to the IRS?
Every practitioner needs to understand his/her duties to the tax system and to his/her client. This class will assist you in balancing those duties.
Speaker: Robert E. McKenzie, ESQ., CTRS
Approximately 4 Hours
Audio CDs of recorded live presentation, printed course materials + presentation slides
Continuing Professional Education credits are NOT awarded for recorded self-study seminars.
If, for any reason, you are not satisfied with your purchase, just contact us within 30 days. With the return of all materials in sell-able condition, ASTPS will give you credit toward another seminar of comparable price or will refund your fee. We appreciate that this is an important investment for you and your company and would like to accommodate your needs the best we can.
Robert E. McKenzie, ESQ., CTRS
Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois from 1972 to 1978. During that time, he worked as a Revenue Officer, a classroom and OJT Instructor of Revenue Officers, and as an Advisory Revenue Officer in the Chicago Special Procedures Staff. Since entering private practice, he has dedicated a major portion of his time to representation before the IRS.
Robert has lectured extensively on the subject of taxation. He has presented courses before thousands of CPA's, attorneys and Enrolled Agents nationwide.