L3.12.22 Ethics (Level 3)

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Description

Ethics (Level 3)
IRS Program #: X9QQU-E-00863-22-O/S
CE: 2 IRS ethics credits
Speaker: Thomas Gorczynski, EA, USTCP

Circular 230 provides rules that enrolled agents and other practitioners must follow when both advertising services and pricing representation engagements. This course describes the application of these rules to tax representation practice.

Learning Objectives:

Understand Circular 230 rules related to pricing representation engagements.
Describe the contingent fee rules and to what engagements they apply.
Describe the Circular 230 rules for enrolled agents advertising their services.

Contributors

Thomas A. Gorczynski, EA, USTCP

Thomas A. Gorczynski, EA, USTCP is a Phoenix-based tax professional whose practice specializes in tax preparation, planning, and representation. He earned an MS in Taxation from Golden Gate University and a certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He serves on the NTPI Planning and Government Relations Committees. Mr. Gorczynski is a nationally-known speaker in the tax field and co-owner of Compass Tax Educators.