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Ever wonder if a position you're taking on a tax return could result in tax preparer penalties? This on-demand webinar clarifies the various tax positions and explains their associated risks.

2 CPE for EA, CRTP

$52 for Members and $64 for Nonmembers

Includes webinar recording and PowerPoint presentation. CPE is issued after exam is successfully completed.

The rules of Circular 230 apply to every paid tax professional. These rules affect tax return preparers in many ways, including how to run their offices, make decisions, determine what questions to ask clients and decide what records to rely on. Not following these rules can result in civil and criminal penalties. Increasing sanctions on tax return preparers is one way that will improve the accuracy of taxpayer's income tax liability. This webinar reviews ethical standards important to tax return preparers.

Upon the completion of this on-demand webinar, you will be able to:

  • Classify a position taken on a tax return as more-likely-than-not, substantial authority, realistic possibility, reasonable basis or non-frivolous.
  • Identify the penalties associated with a particular position taken on a tax return that applies to taxpayers.
  • Identify the penalties associated with a particular position taken on a tax return that applies to tax professionals.
  • Explain ethical considerations that come into play with particular positions taken on a tax return.
  • Explain the authority of the Office of Professional Responsibility (OPR).

Presented by: Chris Bixby, EA, CFP®

CPE Sponsor Information

Duration: 100 minutes
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: Self-Study

 

CPE CreditsDesignationField of Study
IRS2EAEthics
NASBA0CPAN/A
CTEC2CRTPEthics
CFP Board0CFP®N/A

For IRS purposes, there is no competency test or mandatory continuing education for other tax return preparers, but this category of tax preparer may take continuing education voluntarily.

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