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Surgent's Ethics for Tax Professionals (EFTP)
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Discuss the ethical mandates that govern the conduct of tax practitioners. Focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Attention: This course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Check with your state board prior to registering to confirm this program satisfies the ethics requirement

 Export to Your Calendar 11/7/2016
When: Monday, November 7, 2016
8:00 AM - 10:00 AM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 11/7/2016
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Acronym EFTP
CPE 2 hours
Category
Ethics (Regulatory)
Level Basic
Vendor Surgent
Who should attend

Any tax practitioner who wishes to be informed or updated with respect to the Circular 230 rules of conduct that apply to tax return preparers

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
The purpose of this program is to discuss the ethical mandates that govern the conduct of tax practitioners. The program focuses on the ethical pronouncements of the IRS in Circular 230, as well as the preparer penalty provisions set forth in the Internal Revenue Code. Please note: This ethics course does not cover state-specific issues and so is not applicable in states that require ethics courses to include specific state laws and regulations. Please check with your state board prior to registering for this program if you are in doubt whether this program satisfies your state's ethics requirements.

Major Topics

  • What does practicing before the IRS mean?
  • Who may practice before the IRS?
  • What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return?
  • May a tax preparer rely on the work of other tax return preparers?
  • May a tax preparer rely on and use client provided information?
  • Standards associated with giving advice to clients
  • Abolishment of the disclaimer requirement

Objectives

  • Understand how Circular 230 addresses the more commonly encountered ethical questions tax return preparers face in practice on a regular basis

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