Content Provider
Tax help software logo

Ea credits middle
Blankbox
Self-Study CPE
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
View Details/Register
2020 ETHICS FOR WASHINGTON CPAS
View Details/Register
ETHICS: TAX PRACTICE STANDARDS
View Details/Register
MANAGING ETHICAL DILEMMAS FOR TEXAS CPAS
View Details/Register
EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
View Details/Register
A BASIC ETHICS GUIDEBOOK FOR CONNECTICUT CPAs
View Details/Register
A BASIC ETHICS GUIDEBOOK FOR OREGON CPAs
View Details/Register
A BASIC ETHICS GUIDEBOOK FOR NEW YORK CPAs
View Details/Register
ETHICAL CONSIDERATIONS FOR TAX PROS: RECOGNIZING CONFLICTS AND ASKING FOR ADVICE
View Details/Register
THE CPA'S GUIDE TO TAX CRIMES AND DIVORCE
View Details/Register
Cpece webinars
Demystifying Circular 230: Applying OPR Data to Tax Resolution

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 $40.00
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
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 Unfortunately, Circular 230 is outdated and vague in many areas.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

Linkedin
Tax help software logo

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.

Linkedin
Taxmentorgroup

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.

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

Irs

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

Tax help software logo
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.