Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230)
Total Credits: 4 including 4 Regulatory Ethics - Technical
- Average Rating:
- 188
- Categories:
- ACPEN Industry Institute | ACPEN Tax Institute | Tax | IRS Approved | Ethics
- Faculty:
- Arthur Werner | Shelli Huston, CPA, MS
- Course Levels:
- Update
- Duration:
- 4 Hours
- License:
Description
Yes, taking an ethics course is a requirement to keep your CPA license. But that doesn’t mean that an ethics course can’t be practical and meaningful. This update course is meant to give the CPA four hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice. Best practices and guidance issues will also be provided.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.
Basic Course Information
Major Subjects- Understanding the Taxpayers Bill of Rights
- Oversight of the Tax Profession
- Various Circular 230 issues
- Practice before the IRS
- Definition of a preparer
- Rules of written advice
- Unenrolled return preparers
- Unlicensed activity
- Record requests
- Confidentiality
- Use of a third-party service provider
- Knowledge of client’s omissions
- Best practices
- Due diligence
- Competence
- Independence
- Conflicts of Interest
- Written advice
- False Opinions
- National Level Standards
Learning Objectives
- To provide the CPA four hours of ethics CPE but at the same time provide a detailed analysis of the Circular 230 rules for conduct of a tax practice.
Course Materials
| Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB) | Available after Purchase | ||
| Ethics Update for CPAs (4 hour).pptx (923.4 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (137 KB) | Available after Purchase | ||
| Ethics Update: Ethics Issues for the CPA (Including a Guide to Circular 230)_Q&A (13 KB) | Available after Purchase | ||
Faculty
Arthur Werner Related Seminars and Products
Werner-Rocca Seminars, Ltd.
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Shelli Huston, CPA, MS Related Seminars and Products
Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 07/13/2021
Original Recording Date 07/14/2021
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. 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
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Promo Video
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