Ethics for The Tax Professional

Register
Member Price:
$69
Non-Member Price:
$89
Your Course Price: 89.00
CE Credits
2
Advanced Preparation
None
Course Level
Beginner
Prerequisite
None
Course Instructor

Nina Tross MBA, EA

Date
Thursday, November 21, 2024
Time
01:00am - 03:00pm PT
02:00am - 04:00pm MT
03:00am - 05:00pm CT
04:00am - 06:00pm ET
IRS CE
2
NASBA CPE
2
CTEC Credits
2
Course image default
Schedule
  • 1:00 am - 3:00 pm  Pacific Time Zone
  • 2:00 pm - 4:00 pm  Mountain Time Zone
  • 3:00 pm - 5:00 pm  Central Time Zone
  • 4:00 pm - 6:00 pm  Eastern Time Zone

Important: Your webinar access link will come from webinar.host@bigmarker.com.

This course discusses the issues of Ethics and covers Treasury Regulations in Circular 230. Topics to be addressed include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation, and standards for tax returns under Circular 230. Also included is a discussion of the requirements of the Annual Filing Season Program (AFSP). Course encourages class participation of real life challenges.

At the completion of this course, participants will be able to describe the rules in Treasury Regulation Circular 230 that govern practice before the IRS, best practices for tax advisors, identify the standards for preparing tax returns and other documents, and the importance of the PTIN. Participants will also understand that many ethical issues are not always readily solvable without using due diligence and standards of practice.

Disclaimer:

Webinars are interactive audio-visual presentation courses led by an NSTP Instructor. These courses include a pre-recorded session and may also include PowerPoints slides, a PDF textbook or both. 

Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author,the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.

Administration Policies: 

Webinar Registration 

  • A $25 administrative fee will be charged for any course changes.
  • It is essential for each participant in the webinar to register using their own name and email address; logging in with a different email may result in no CE credits being reported.
  • Once registrations are finalized, a webinar link will be sent to the registrant's email address via BigMarker. Don't see your link? Check your spam and junk folders before contacting NSTP. 
  • Each webinar link is unique to the registered email address and will not function if forwarded to another email.

Attendance Monitoring For CE

Webinars use a popup tool to monitor attendance. According to NASBA guidelines, you need to respond to at least three popups per hour to qualify for continuing education (CE) credits. We have included several additional pop ups throughout the course to ensure that all participants have the opportunity to earn the full CE credits. CE credits cannot be earned by participating in the webinar via phone only.

Cancellation

NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.

Refunds, Cancellations, Complaints

For more information regarding refund, cancellation and complaint policies, please contact our office at 800-367-8130.

Technical Information: 

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Contact Info

  •   8513 NE Hazel Dell Ave Suite 204
            Vancouver, WA 98665
  •   1 (800) 367-8130
  •   (360) 695-8309
  •   (360) 695-7115
  •   taxes@nstp.org

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