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Description
2023 Tax Summit Live Stream: Opening Welcome Session - Ethics
IRS Program #: coming soon!
CTEC #: coming soon!
Speaker: Laura Strombom, EA, USTCP
There are times when the representative will have a client say something that they do not want to be divulged to the IRS. A representative must know what Circular 230 expects of them in these cases.
Learning Objectives:
- Understand when Circular 230 §10.20 may cause issues in representation cases.
- Identify how Circular 230 10.21, 10.22 apply to representation cases.
- Describe when Circular 230 §10.23 may apply to representation cases.