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Self-Study CPE
ETHICS: TAX PRACTICE STANDARDS
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MANAGING ETHICAL DILEMMAS FOR TEXAS CPAs
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UNDERSTANDING AND APPLYING THE AICPA CODE OF PROFESSIONAL CONDUCT
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ARE YOU INDEPENDENT?
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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TAX RETURN PREPARER ETHICAL ISSUES
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EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
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A BASIC ETHICS GUIDEBOOK FOR OREGON CPAs
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BUILDING A FRAMEWORK FOR REGULATORY ETHICS
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ETHICAL & PENALTY STANDARDS: TAKING POSITIONS ON TAX RETURNS & ADVISING CLIENTS
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Practitionerethics irs

IRS PRESENTING: PRACTITIONER ETHICS RESPONSIBILITIES

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
Cost Free
CPE Credits 2.0 hours
Subject Area 2.0 - Ethics (Regulatory) (Ethics)
CE Credits 2.0 hours
Course Id# - HURS9-E-00325-18-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This session will be split into two distinct topics.  The first part will cover the four steps to meet due diligence for the Refundable Credits.  These requirements now include all three refundable credits; Earned Income Tax Credit, Child Tax Credit and American Opportunity Credits.  The second portion of this session deals with Circular 230, Diligence and Competence. Circular 230 covers rules on who may represent taxpayers and otherwise practice on their behalf before the IRS, substantive standards of conduct and professionalism, and the process for addressing breaches of those substantive standards.

Jody Stamback

IRS
Sr. Stakeholder Liaison

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Jody Stamback is a Sr. Tax Specialist with Stakeholder Liaison in the Communications and Liaison Division of the IRS. Stakeholder Liaison works with Tax Practitioner and other organizations to share information benefiting all different types of taxpayers. Jody has been with Stakeholder Liaison for over 20 years. Prior to his current position, he worked as a Taxpayer Resolution Representative at the Ogden Taxpayer Assistance Center. He was also a Tax Auditor for 6 years and has worked in IMF Adjustments and wrote training course materials for both Automated Underreporter and IMF Adjustments. With over 33 years at the Internal Revenue Service, his work in Compliance and Outreach has provided valuable experience with an emphasis in individual and business tax law and IRS policies and procedures.


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Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

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

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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

About Our Presenter

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The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In fiscal year 2012, the IRS collected more than $2.5 trillion in revenue and processed more than 237 million tax returns.