CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Webcast

Ethics

Explore what ethics means in the tax industry and the standards you need to stay compliant.

Individual
Teams

$49.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

1 Credits: Regulatory Ethics
Course Level
Basic
Format
Webcast

Course Description

Navigating the delicate balance between legal rights and ethical responsibilities in the realm of taxation is a challenging aspect for professionals in the accounting and finance sectors. This ethics CPE course addresses this critical issue, focusing on the nuances of ethical decision-making in tax practice. Are you constantly grappling with the dilemma of due diligence versus aggressive tax positions, or struggling to understand the complexities of Form 8867 and the Substantial Authority Standard? This CPE ethics course not only explores what constitutes ethics in taxation but also delves into everyday ethical issues, providing practical guidance on maintaining the fine line between compliance and integrity. By emphasizing the importance of competence and avoiding unreasonable or reckless conduct, the ethics CPE course equips you with the skills to make sound ethical decisions, ensuring your practice adheres to the highest standards of professional responsibility.

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Learning Objectives

Upon completing this course, participants will be able to:

  • What is Ethics?
  • Ethical Decision Making
  • Due Diligence
  • Everyday Ethical Issues
  • Form 8867
  • Substantial Authority Standard
  • Conflicts
  • IRC 7216 Disclosure
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Course Specifics

Course ID
WC1422298196
Revision Date
August 16, 2024
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02527-24-O
IRS Ethics Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1805
CTEC Ethics Credits: 1

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

A.J. Reynolds, EA

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representation. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues. A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. A.J. started his …