Ethics For The Tax Professional
Day 2 - December 16, 2025
- Registration: 7:30 AM
- Session Begins: 8:00 AM
- Session Ends: 9:50 AM
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.
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Event Administration Policies:
In Person Event/Course Refunds, Credits or Changes
- Refunds or future education credits are available if requested up to 7 days before the event begins.
- A $25 administrative fee will be charged for all course changes, including, refunds, cancellations and future education transfers.
- Future education credits expire one year from transfer.
- Refunds are no longer available once the Course Material PDF has been emailed.
Executive/Charter Member No Show Fees
- Executive and Charter members who fail to provide advance cancellation notice will incur a $150 no-show fee.
Event/Course Registration
- Registrations must be received no later than 7 days prior to the beginning of the course. Registrations received after this date will be subject to a $35 late fee.
NSTP Cancels Event or Course
- NSTP reserves the right to cancel any program 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.
Walk-Ins
- We do not accept walk-in attendees. Payment must be received in advance of the class.
Guest Attendance Policy
- A course/event confirmation is required for entry into any NSTP program.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information
For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
