Customer Service: 800-778-7436     

    Log In to Your Surgent Account

    Forgot?
    Forgot?

    Register for an Account

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Choose CPE Format:

Live Webinar SELECT STARTING AT $89

Credits: 2

Qualifies For: IRS

$89

Upcoming webinars

December 05, 2016
01:00 pm - 03:00 pm (EST)

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

December 14, 2016
01:00 pm - 03:00 pm (EST)

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

December 23, 2016
10:00 am - 12:00 pm (EST)

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Bob Lickwar, CPA

See More Upcoming Webinar Dates >

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-StudySELECT STARTING AT $49

On-Demand Webcast

Credits: 2

Qualifies For:

$49
Get this course FREE with an Unlimited Package! Learn More
  • Thank you for the great seminar. I learn something new every time I listen to you guys.

    - Surgent customer

  • Very well done and practical.

    -

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Ethics for Tax Professionals (EFTP)

  • Customer Rating
  • Field of Study
    Ethics (Regulatory)
  • Level
    Basic
  • Credits
    2
  • Qualifies for

    IRS CPE

Overview

The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt whether this program satisfies your state’s ethics requirements.

Major Topics:

  • What does practicing before the IRS mean?
  • Who may practice before the IRS?
  • What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
  • May a tax preparer rely on the work of other tax return preparers?
  • May a tax preparer rely on and use client provided information?
  • Standards associated with giving advice to clients
  • Abolishment of the disclaimer requirement

Learning Objectives

  • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

Who should take this course:

Designed for:

Any tax practitioner who wishes to be informed or updated with respect to the Circular 230 rules of conduct that apply to tax return preparers

Prerequisite:

None

Advanced Preparation:

None

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Self-Study Library Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

$499

Learn More

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/16

$649

Learn More

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

$849

Learn More
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.