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Self-Study CPE
ETHICAL ISSUES WITH RESPECT TO TAX OPINIONS
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ETHICS: PRESSURES & PERCEPTIONS
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EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
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ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS
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A REVIEW OF CIRCULAR 230 AND THE AICPA STATEMENTS ON STANDARDS FOR TAX SERVICES
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ETHICS FOR CPAS: AICPA CODE CHANGES & NEW BUSINESS CHALLENGES
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A CPA'S GUIDEBOOKS FOR ETHICAL BEHAVIOR FOR COLORADO CPAS
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MANAGING ETHICAL DILEMMAS FOR TEXAS CPAS
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REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
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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 
CPE Processing Fee$20.00  Webinar TranscriptionN/A     Presentation Length Hour(s)2.0 hours  CPE2.0   2 hours for EAs (Ethics)   Course Id# - HURS9-E-00337-18-S  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateJan 07, 2019  Date OfferedJan 07, 2019  Who should attend?Enrolled Agent  Series: Enrolled Agents, Ethics    
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.

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.

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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.

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Paul Winn

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

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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.

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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

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