2022 March Solutions Room: Ethics
IRS Program #: X9QQU-E-00847-22-O
CE: 1 (for online only, not for on-demand)
Speaker: Michael Tullio
Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives attendees a unique opportunity to ask questions directly to the experts! Free for members!
This course is a high-level overview of the Federal Ethics for Tax Professionals, Office of Professional Responsibility (OPR), and Circular 230. Much of the discussion will deal with Treasury Code and Circular 230. Covering the areas of Professional Practice rules and guidelines along with OPR disciplinary process and options. A brief review of the Federal Trade Commission (FTC) data security plan. Then a review of cases of TaxPreparers that got into trouble.
Learning Objectives:
- Statutory and Regulatory Authority
- Office of Professional Responsibility (OPR) & Circular 230
- OPR’s Oversight Responsibilities
- Federal Trade Commission – FTC Safeguards Rule
- How some preparers got into trouble
Continuing Education
This course qualifies for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at education@naea.org. An NAEA education team member will review the request for refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand Webinars will not be refunded.