Courses

Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State

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Member Price: $99.00 Non-Member Price: $129.00

Date/Time:: Dec 17, 2024, 1:00pm–3:00pm
Developer:: SURGENT MCCOY SELF-STUDY CPE, LLC
CPE Credits:: Regulatory Ethics: 2.00
Fields of Study:: Regulatory Ethics
Level:: Basic

Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is the only seminar where you will hear what the current law says (and does not say) about tax professionals' ethical obligations in federal tax practice. The presentation will draw not only on the six years Ms. Hawkins spent as Director, OPR but her more than 30 years practicing as a nationally recognized tax controversy lawyer in California.

Objective

Understand the key provisions of Circular 230 and how they apply to your practice
Know your rights and responsibilities under Circular 230
Understand the lifecycle of a disciplinary case and its possible outcomes

Highlights

Office of Professional Responsibility – Authority and Procedures
Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)
In depth coverage of the various Due Diligence obligations of tax professionals
Overview of other key Circular 230 provisions
Practitioner responsibilities to their clients and to the Tax Administration System
Best Practices for all tax professionals

Designed For

Preparers, advisors, representatives and anyone who interacts on a regular basis with the Internal Revenue Service

Prerequisite

None

Advanced Preparation

None