Treasury Circular 230 for EAs and Other Tax Preparers
Monday, May 5, 2025
8-10 a.m. Central
2.2 CPE (2.2 technical) | 2.2 IRS CE
Course code: 25WA-1004
View pricing
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.
- Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
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Circular 230
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Conflicts of interest
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Loving case
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RTRP
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Other Ethical Issues
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Fees
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Qualifying continuing education
Learning objectives
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Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
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Understand the practitioner's obligations to disclose certain client information when representing them against the IRS.
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Understand the provisions of Treasury Circular 230, the IRC and common law as it pertains to tax practitioners.
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Know the IRS requirements before an individual may file returns on behalf of others as a preparer.
Who should take this program?
- Enrolled agents, tax practitioners, and other tax preparers.
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
Online registration is not available due to server maintenance.
Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.
Instructor
Allison McLeod, LLM, CPA
Location
Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.2)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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