WASHINGTON--(BUSINESS WIRE)--Tax Talk Today®, an online series of webcasts educating tax professionals on current and critical tax issues, announced the topic for its May program, Ethics & Standards for Practitioners – Circular 230 Review. The Live webcast is scheduled for Tuesday, May 8, 2 - 3:40 PM ET (2 CPE Credits).
Stephen A Whitlock, Director, IRS Office of Professional Responsibility, Lori Carpenter, EA, NTPI Fellow, Stadler & Company, Inc., and Jean Nelsen, Enrolled Agent will focus on the roles of IRS OPR and RPO in assuring that practitioners maintain the highest ethical standards. Panelists will discuss common issues for tax practitioners and the impact of preparer penalties. Complete program description.
The broadcast will be Archived for 12-months for viewers who are unable to watch Live or wish to complete a QAS Self-Study CPE program. Viewers earn 3 CPEs for completing this program and may email questions before and during the Live program.
Program Outline
Office of Professional Responsibility
- OPR's role in Circular 230 enforcement
- Return Preparers and Circular 230 Responsibilities
- Annual Filing Season Program
Ethical Issues Frequently Faced by Tax Professionals and Their Duties
- Due diligence
- Client records and their security
- Conflicts of interest
- Solicitation of clients or business
Best Practices to Avoid Penalties
- Failure to follow procedures
- Disclosure or use of return information
- IRS procedure for applying preparer penalties
Office of Professional Responsibility Organization and Operation
- Representation before OPR
- Sanctions
- Hearings and appeals
Viewers needing Continuing Professional Education credit can take advantage of a Tax Talk Today subscription price of $270.00 or $18.00/credit for 15 CPE credits, which includes all 7 programs. Up to 27 CPE credits can be purchased. Tax Talk Today is an IRS Approved Continuing Education Provider.
About Tax Talk Today, The Tax Show for the Tax Pro
A 7-program, 15 CPE, webcast series, designed to educate tax professionals about complex tax issues. Tax Talk Today features roundtable discussions and real-time interaction with industry professionals and IRS officials. Tax Talk Today collaborates with the IRS and NAEA to provide content meeting CPE Credit requirements for CPAs, Enrolled Agents, OTRPs, attorneys, and all professionals needing CPE credits in the tax area. Programs are available Live, Archived or Podcast. Contact Lance Schmeidler 202-559-9330 or Schmeidler@TaxTalkToday.com or visit www.TaxTalkToday.com.
