CPAacademy.org | DEMYSTIFYING CIRCULAR 230: APPLYING OPR DATA TO TAX

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Demystifying Circular 230: Applying OPR Data to Tax Resolution

Ethics (Regulatory)

DEMYSTIFYING CIRCULAR 230: APPLYING OPR DATA TO TAX RESOLUTION

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 $60.00

CPE Credits 2.0 hours

Subject Area 2.0 - Ethics (Regulatory) (Ethics)

CE Credits 2.0 hours

Course Id# - HURS9-E-00854-20-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other

Series: Ethics, Enrolled Agents

Course Description

Circular 230 requires that tax practitioners meet ethical standards and behave with integrity in practice before the IRS. Unfortunately, Circular 230 is outdated and vague in many areas. Given the fast-changing landscape for tax practitioners, it can be challenging to know where to focus on compliance efforts.

By reviewing OPR disciplinary data, outside information, and IRS trends, we will focus on high-risk areas for noncompliance in the tax resolution space and review how to build compliance reinforcing processes into your workflow. We will examine current situations where tax resolution professionals ran afoul of Circular 230 compliance and the takeaways we can learn from them.

Learning Objectives:

Define current Circular 230 requirements for tax practitioners

Identify potential risks through analysis of real-life case studies

Determine optimal processes for your current workflow to avoid non-compliance

Roger Nemeth

Tax Help Software
President
info@auditdetective.com
(404) 910-3605

Roger is considered the foremost authority on all things involving e-services and IRS transcripts since pioneering the IRS Transcript analysis a decade ago. He launched Tax Help Software, which has downloaded over one-third of a billion transcripts. Roger is a national speaker on tax industry best practices. He also consults with some of the largest tax software companies, accounting firms, tax resolution firms, and the IRS.

Catharine O'Connor

Tax Mentor
Head of Education
catharine@taxmentor.com

Catharine is a skilled attorney with diverse experiences in managing client relationships and employees. Since 2012, she has successfully helped clients and employees navigate the complex and bureaucratic rules of the Internal Revenue Service.

Additional Materials

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Handout Materials

Presentation Slides

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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.

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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.

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About Our Presenter

In 2010 Roger Nemeth managed a large tax franchise in Atlanta that employed 15 Enrolled Agents. Everyday he observed the large amount of time spent requesting and waiting by a fax machine on the transcripts from the IRS. These transcripts are difficult to read, therefore even more time was spent organizing the data to find the tax issues and help the client. He attempted to buy a "Transcript Analyzer" product to reduce the amount of time it took to handle these tax issues. After hours of scouring the Internet, Roger realized that one did not exist. From that point Audit Detective began and has now evolved into an extensive analysis of tax data going back to 1990. Their users have downloaded over 90,000,000 IRS transcripts and processed over 75,000 Reports. They are constantly improving the product and open to suggestions from our users.