2022 March Solutions Room: Ethics

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Description

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!

Course Description:
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 Tax Preparers that got into trouble.

Learning Objective:

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

Contributors

Michael A. Tullio, EA

Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Tullio Financial Services, LLC located on Mission Gorge Road in San Diego California. Mike, until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is also an Enrolled Agent and a member of the National Association of Enrolled Agents (NAEA).

Thank you

Description

Contributors

Michael A. Tullio, EA