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Canopy middle employment
Self-Study CPE
TAX RETURN PREPARER ETHICAL ISSUES
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A REVIEW OF CIRCULAR 230 AND THE AICPA STATEMENTS ON STANDARDS FOR TAX SERVICES
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ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS
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ETHICS FOR CPAS: AICPA CODE CHANGES & NEW BUSINESS CHALLENGES
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ETHICS UPDATE: CIRCULAR 230 CHANGES AND HOT TOPICS
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TAX PREPARERS GONE BAD: VOLUME I
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ETHICAL ISSUES WITH RESPECT TO TAX OPINIONS
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ETHICS: PRESSURES & PERCEPTIONS
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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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 
Available Date(s)
Wednesday, September 19, 2018, 10:00AM EDT

Cost Free   CPE Credits 2.0 hours     2 hours for EAs (Ethics)    Course Id# - HURS9-E-00325-18-O  Subject Area Ethics (Regulatory)  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: IRS Classes, Enrolled Agents, Ethics 
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 graduated from Weber State University with a BS in Business Management in 1984. He started his IRS career in 1989 with the Ogden Campus. He worked in many different functions until leaving the Campus in 1995 to work as a Tax Auditor in the Salt Lake City District Office. He is currently a Senior Stakeholder Liaison within the Small Business/Self-Employed Division. He works with Practitioner and Industry groups in helping to share information to and from the IRS and its external stakeholders.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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.