Content Provider
Paulwinn logo

Middlebanner bill01092024
Self-Study CPE
GENERAL ETHICS FOR CPAs
View Details/Register
2022-2023 ETHICS FOR WASHINGTON CPAs
View Details/Register
ETHICS AND PROFESSIONAL CONDUCT FOR WASHINGTON CPAs 2023
View Details/Register
ETHICAL ISSUES IN PRACTICE BEFORE THE IRS
View Details/Register
ETHICS AND PROFESSIONAL CONDUCT FOR TEXAS CPAs
View Details/Register
PROFESSIONAL ETHICS FOR ACCOUNTANTS
View Details/Register
ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
View Details/Register
ARE YOU INDEPENDENT?
View Details/Register
UNDERSTANDING AND APPLYING THE AICPA CODE OF PROFESSIONAL CONDUCT
View Details/Register
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
View Details/Register
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
View Details/Register
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
View Details/Register
ETHICS FOR CPAs IN BUSINESS
View Details/Register
Winn eaethics ss

ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES

NOTE: All jurisdictions accept courses from Registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements Access the learning materials in the course materials section.
CPE Processing Fee$40.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Ethics (Regulatory) (Ethics)
CE Credits 2.0 hours
Course Id# - HURS9-E-00337-18-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJanuary 7, 2020
Date OfferedJanuary 7, 2020
Expiration DateJanuary 7, 2021
Who Should AttendEnrolled Agent
Course Description

Enrolled Agent Ethical Standards: Practices and Procedures is an online course that examines enrolled agent conduct standards with respect to professional practice. It identifies the individuals who may practice before the IRS and defines the term “practice before the Internal Revenue Service.” In addition, it addresses enrolled agent duties and restrictions with respect to various issues.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Solicitation of business and requirement to perform professional duties with due diligence.

  • Dealing with conflicts of interest.

  • Provision of written advice.

  • Obtaining continuing education.

  • Tax shelters.

  • Obtaining and renewing a PTIN, and various other requirements.

Self studyenrolledagentethical
Additional Materials
Course Documents and Glossary
Review Questions
Review Questions
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

Loading ...

Loading ...
Linkedin

Paul Winn

Winn Publications
Financial Writer, Editor & Trainer
pjwinn@verizon.net
(757) 253-8075

Paulwinn logo

Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.

Nasba
Logo qas

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Paulwinn logo
Training and continuing education courses dealing principally with life insurance, health insurance, annuities and taxation.