Date and Time: Thursday, November 19 – 10:00 am – 11:00 am EST
Description: This session will address major provisions of Circular 230 and analyze them using factual situations. An update on new AICPA ethical guidelines will also be addressed.
Learning Objectives:
- Identify current Circular 230 rules
- Identify new AICPA ethical guidelines
- Apply guidance to professionals in public practice accounting
Program Content:
- Circular 230 (IRS) rules for conducting a tax practice
- Guidelines for registered tax return preparers and tax return preparation
- New rules addressing the evolving nature of tax practice.
Who should attend: CPAs in public practice and members in industry.
Program Level: Basic
Developed By: Federal Tax Workshops, Inc
Instructor: Steven C. Dilley, CPA, JD, PhD
Field of Study: Regulatory Ethics
Prerequisites: None
Advanced Preparation: None
CPE Credit: 1 hour
Qualifies for IRS PTIN Credit
Course Content
Steven C. Dilley, CPA, JD, PhD
Steve is President of Federal Tax Workshops, Inc., where for over 40 years, he has developed and presented continuing education seminars and webinars on tax, accounting and ethics topics for accountants and attorneys throughout the country. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and has published numerous articles on these topics.
In addition, Steve is a Professor Emeritus of Accounting at Michigan State University, East Lansing, where he taught tax accounting. He has been received the “Distinguished Achievement in Accounting Education Award” in Michigan, as well as the MSU Accounting and Information Systems Department Outstanding Teacher Award.
Course materials are only available to students enrolled in the course.