Circular 230 Ethics & AICPA Ethics

seminar
IRS Number: Pending

Registration Information:

Sponsor: Minnesota Association of Public Accountants
Phone: 612-366-1983
Website: https://mapa-mn.glueup.com

Product Description

AICPA:
Going through the AICPA Code of Conduct we discuss who AICPA ethics apply to, define various terms and then go through a dozen case studies regarding 3rd parties, engagement letters, fees, commissions, independence, and discreditable acts. We then do several more case studies applying the rules for advertising as well as useful practice aids and conclude with a review of quality control standards.

CIRCULAR 230 ETHICS:
This course reviews the use and application of Circular 230 and an active income tax preparation through case studies of advertising, cashing checks, hiring, PTIN and EA requirements, the AFSP program, consent and disclosure rules. We also provide reference for authoritative guidance.

Attendee Requirements

Dress warmly in layers as the room may be cool.

Location Details

Address(es):

webinar

Plymouth, MN

Prerequisites

None

Field of Study

Regulatory Ethics-4.00

Hours

4

NASBA Categories

Regulatory Ethics

Course Level

Basic

Course Objectives

CIRCULAR 230 ETHICS:
Upon completion of this course you should be able to explain when Circular 230 applies to a tax professional as well as PTIN requirements. Designed to equip you with a Circular 230 overview, you should gain a working knowledge of IRC Sec 6694 Compliance, preparer penalties, and select Circular 230 rules. In addition, you should be able to identify those subject to Circular 230, such as unlicensed preparers, PTINs, and those in the AFSP program. The course covers consent and disclosure rules, confidentiality, IRS authoritative guidance, case studies, and more. You should be able to recognize whether or not you meet the requirements to take a position on a tax return, what to do as a professional to ensure that they do not violate established rules of ethics, and how to avoid actions that would result in sanctions, suspension, or disbarment.

AICPA ETHICS:
This 2-hour course provides the practitioner with guidance on how to comply with independence, fees and advertising rules of the AICPA Code of Conduct.

Available Options

Seminar

A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

View Product

Speaker Details

Terry Bakker CPA, EA Terry Bakker CPA, EA

Disclaimer

Fees and Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

Cancellation, Transfer and Refund Policy
For Individual Seminar Purchase (not in any Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.


Continuing Education
Jennings Advisory Group, LLC 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. NASBA Sponsor #108251

Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**