Ethics, Penalties, and Professional Responsibility for Tax Practitioners (Course & eBook)

Inside This Course:

Ethics is one of those topics that every tax professional has encountered in a CE requirement, but not everyone has taken the time to truly internalize. This course is designed to change that.

Ethics, Penalties, and Professional Responsibility for Tax Practitioners is a two-hour continuing education course that walks through the foundational framework governing professional conduct for tax practitioners. Whether you are a non-credentialed preparer building your career, an enrolled agent maintaining your status, or a CPA looking to satisfy your ethics requirement, the standards covered in this course apply to you.

The course centers on Circular 230, the IRS publication that defines the duties, restrictions, and conduct expectations for anyone who practices before the Internal Revenue Service. We will move through all five subparts, with concentrated focus on Subpart B, which covers the day-to-day obligations practitioners are held to in their work with clients and the IRS.

By the end of this course, you will have a working understanding of your obligations under Circular 230 and the practical judgment to apply them. Ethics in tax practice is not a checkbox. It is the foundation that everything else is built on.

Upon successful completion, participants will receive a certificate of completion for 2 hours of continuing education in the Ethics category.