This course specifically meets the ethics requirements for tax practitioners under Circular 230 and any other states which require an ethics course prepared by a NASBA Sponsor. Check your state for individual requirements.
This course is designed to teach you various aspects of the ethics requirements of Circular 230, while making it enjoyable. To do this this Jeff will not only cover the typical topics, but will also challenge you to think outside the box.
In this course, Jeff Sailor will bring his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.
While the focus of this course will be on ethics for tax practitioners, these may be applied to any accounting professional.
In addition, Jeff will include interesting true case studies and a lot of humor to keep you awake and reinforce the material.
Learning Objectives
Upon completion of this course, participants will be able to:
Describe the source of tax practitioner ethics
Describe the format of IRS Circular 230
Apply the standards for client confidentiality
Apply the standards for proper safeguarding of client data
Recognize some of the more common fraud situations
Apply the standards for duties and responsibilities relating to practice before the IRS
