$98.00
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Secure Transaction CPE Credits
2 Credits: Regulatory Ethics
Course Level
Basic
Format
Webcast
Course Description
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
Course Specifics
WC1423393055
December 10, 2024
None
None
Compliance Information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02679-24-O
IRS Ethics Credits: 2
CTEC Course Number: 2071-CE-2117
CTEC Ethics Credits: 2
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
Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …
Webcast
