Events Search
  Summary & Check Out (0)

Date / Time / Location

Monday, November 11, 2019
1:00 PM - 3:00 PM

Webcast

CPE Credits

  • 2.00 CPE Credits in PE

Pricing

  • $89.00 - Member
  • $89.00 - Non Member

Course Developer

Areas of Interest

The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt whether this program satisfies your state’s ethics requirements.

Designed For

Any tax practitioner who wishes to be informed or updated with respect to the Circular 230 rules of conduct that apply to tax return preparers.

Benefits

  • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

Highlights

  • What does practicing before the IRS mean?
  • Who may practice before the IRS?
  • What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
  • May a tax preparer rely on the work of other tax return preparers?
  • May a tax preparer rely on and use client provided information?
  • Standards associated with giving advice to clients
  • Abolishment of the disclaimer requirement

Course Level

Basic

Prerequisites

None

Advance Preparation

None
Pre-Registration Closed

Online pre-registration for this event is now closed.

Michael Tucker

Michael J. Tucker, CPA, Ph.D., J.D., LL.M.
Ph.D., JD, CPA
Professional Education Network

Michael J. Tucker is an employee of Surgent McCoy CPE, LLC and a consultant for the accounting firm of T.M. Byxbee Co. in Hamden, CT. He is the author of many professional articles and a veteran TV and live-seminar presenter. In addition, he heads up Surgent McCoy's webinar efforts, where he writes and hosts many of the webinars Surgent McCoy sponsors and presents. Mr. Tucker was a professor at Quinnipiac University in Hamden, CT and worked with KPMG Peat Marwick and Deloitte & Touche. Mr. Tucker received his J.D. from New York University, his LL.M. from Georgetown University Law Center, and his Ph.D. from the University of Houston.

Login Required!

You must be logged in to register for events. Please click here to login. You will redirected back to this page after logging in.

Don't have an account?

Not a problem. Use the Register section on the login page to create an account. You will be redirected back to this page after creating your account.

Pre-Registration Closed

Online pre-registration for this event is now closed.