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Self-Study CPE
2022-2023 ETHICS FOR WASHINGTON CPAs
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ETHICS AND PROFESSIONAL CONDUCT FOR WASHINGTON CPAs 2023
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ETHICAL ISSUES IN PRACTICE BEFORE THE IRS
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ETHICS AND PROFESSIONAL CONDUCT FOR TEXAS CPAs
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PROFESSIONAL ETHICS FOR ACCOUNTANTS
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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ARE YOU INDEPENDENT?
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UNDERSTANDING AND APPLYING THE AICPA CODE OF PROFESSIONAL CONDUCT
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PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
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PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
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Cpece webinars
Ethics for Enrolled Agents and CPAs: Best Practices and Client Boundaries

ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES

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)
Monday, April 29, 2024: 12:00PM EDT
Tuesday, May 28, 2024: 12:00PM EDT
Friday, June 21, 2024: 11:00AM EDT

Cost $60.00
CPE Credits 2.0 hours
Subject Area 2.0 - Ethics (Regulatory) (Ethics)
CE Credits 2.0 hours
Course Id# - HURS9-E-01567-23-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

In this webinar, we will delve into the key policies outlined in IRS Circular 230 that directly affect enrolled agents and CPAs in their daily practice. Through a detailed exploration of a 'what if' case study scenario, attendees will understand the potential consequences of succumbing to client pressure that could lead to preparer penalties and damage their professional reputation. Led by Angelene Wierzbic, EA, CTRS, this session is essential for enrolled agents and CPAs seeking to navigate ethical challenges and maintain compliance with IRS guidelines.

Learning Objectives:


  • Define the key policies within IRS Circular 230 that influence daily practice for enrolled agents and CPAs

  • Identify potential exposures to preparer penalties that may result from ethical breaches in client representation

  • Recognize the detrimental impact that unethical client behavior can have on the professional reputation of enrolled agents and CPAs

  • Determine proactive strategies for upholding ethical standards and mitigating the risks associated with client demands

Angelene Wierzbic, EA, CTRS

ASTPS
Tax Resolution Specialist
info@astps.org
(716) 631-5111

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Angelene is an IRS Enrolled Agent, Certified Tax Resolution Specialist, and an instructor for the American Society of Tax Problem Solvers. She has spent nearly two decades in the trenches alongside industry experts Larry Lawler and LG Brooks working on complex tax resolution cases. She has worked and consulted on thousands of cases in her career and is an instructor in the ASTPS Tax Resolution Accelerator. 


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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

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

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The American Society of Tax Problem Solvers is a national non-profit membership association that was founded in 2003 to address the need for IRS Tax Problem Resolution Training and Mentoring. ASTPS offers live technical training conferences, case support & continuing education through membership, and certification opportunities for practitioners looking to specialize in tax problem resolution.