2023 Tax Summit Live Stream: Opening Welcome Session - Ethics

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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.

Contributors

Laura Strombom, EA

Laura Strombom, EA, earned her enrolled agent license in 2001, her MBA in 1999, and became a National Tax Practice Institute™ (NTPI®) Fellow, class of 2010. The year 2019 marked her second year as an instructor for the National Association of Enrolled Agents. Laura has previously taught college courses in taxes and accounting, and enjoys all opportunities she gets to teach. She is involved in the Big Valley Chapter of the California Society of Enrolled Agents. Her practice, located in Stockton, California, offers preparation and representation services to all manner of taxpayers. Niche markets include clergy, daycare, trucking, construction, and medical professionals.