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Ethical Responsibility in Tax Preparation: Accuracy, Honesty, and Professional Integrity
- Interpret and apply ethical standards and legal requirements in daily practice.
- Recognize warning signs and risk factors that could lead to professional misconduct.
- Implement preventive measures and compliance systems to safeguard your practice.
- Learn from real-world case studies to strengthen professional judgment.
- Instructor
- Daniel Brito, EA, CAA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
To provide tax professionals with knowledge, ethical framework, and practical strategies needed to avoid conduct that could lead to disciplinary action, while fostering a culture of integrity, compliance, and professional responsibility in accordance with IRS Circular 230. We will identify and discuss common causes of disciplinary actions against tax professionals.
Objectives
Upon completion of this course, you will be able to:
Details
2026 Federal Annual Tax Update in Spanish
- Instructor
- Regina Duran, EA
- Duration
- 150 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Our 2026 Tax Year Filing IRS and AZ Update class is designed to equip tax professionals with the latest knowledge and practical tools to navigate this year's changes with confidence. We'll cover recent federal and state tax law updates, new and revised IRS forms, and key procedural adjustments that impact both individual and business returns. Special attention will be given to emerging tax planning opportunities, compliance considerations, and strategies to help you maximize benefits while avoiding common pitfalls. We will review OBBB3 terms that went into effect for tax year 2025 and discuss those tax laws which will be in effect for 2026 and those coming up for 2027.
Details
In-Depth review of Education Credits. What is taxable and what is deductible.
- Instructor
- Liliana Davalos, AFSP, CAA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
We will review into more tax planning opportunities available when a taxpayer is eligible for different education tax benefits. The discussion covers employer-provided education assistance and the impact of taxing scholarships and distributions from qualified tuition plans (QTPs) on claiming the American opportunity tax credit (AOTC). It also addresses the tax consequences that apply when a student's eligible education expenses are refunded after the taxpayer has claimed the AOTC. Leave this session prepared to tackle more complex scenarios related to education benefits.
Details
Same Boxes, Different Problems: W-2s and 1099-Rs in 2026
- Instructor
- Liliana Davalos, AFSP, CAA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This presentation decodes essential tax documents, breaking down tricky W-2's and 1099-Rs box by box. Special attention will be given to W-2 Box 12 codes and 1099-R Box 7 distribution codes. Attendees will learn exactly how to interpret these letters and numbers to ensure accurate tax filing and avoid IRS penalties.
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Arizona NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: AKG46
See our CPE sponsor page for more information on reporting.