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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 Tax Preparers that got into trouble.
- 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