Professional Responsibility: Procedures to Ensure Compliance in Times of Change - Advanced Level

Target Audience: CPAs, EAs, Annual Filing Season Program Participants
Field of Study: Ethics (NASBA); Ethics (IRS)

IMPORTANT INFORMATION REGARDING CONTINUING EDUCATION CREDIT: THE IRS ACCEPTS THIS SEMINAR FOR ONE (1) CONTINUING EDUCATION CREDIT FOR ENROLLED AGENTS (EA) AND ANNUAL FILING SEASON PROGRAM (AFSP) PARTICIPANTS. Others, PLEASE CONSULT WITH YOUR RESPECTIVE STATE LICENSING AGENCY REGARDING ACCEPTABILITY OF THIS CREDIT.

Note: the credit received from this seminar qualifies as continuing education that is required to obtain the voluntary AFSP – record of completion. However, this website does not offer the AFSP annual federal tax refresher (AFTR) course.

IRS COMMUNICATIONS AND LIAISON IS REGISTERED WITH THE NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA) AS A 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 WEBSITE: WWW.LEARNINGMARKET.ORG.

DISCLAIMER: This Seminar was recorded on August 4th, 2022, and was a Virtual Online Event Due to COVID 19

Seminar/Program Level: Basic
Recommended Continuing Education Credit: 1

This webinar will provide an overview of common practice issues affecting those in the business of being a tax practitioner -- either as a solo practitioner or in a firm of many practitioners. It will cover procedures that should be in place to ensure compliance with Circular 230 as well as best practices for running a practice during times of change.

At the conclusion of this webinar, you will be able to:

Discuss what fitness to practice entails
Define who are practitioners
List procedures to ensure competence
Outline standards for tax returns and other documents
Cite the code section for charging fees for service

No prerequisites or advanced preparation are required for this seminar.