2024 Practical Ethics and Circular 230 Compliance for CPAs and EAs
Total Credits: 4 including 4 Regulatory Ethics - Technical
- Average Rating:
- 25
- Categories:
- ACPEN Industry Institute | IRS Approved | Ethics
- Faculty:
- Arthur Werner | Shelli Huston, CPA, MS
- Course Levels:
- Intermediate
- Duration:
- 4 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work. With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure.
**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 kori.herrera@acpen.com.
Basic Course Information
Learning Objectives- Define key terms and concepts within Circular 230
- Identify common ethical challenges in tax practice
- Classify different types of professional conduct under Circular 230
- Apply Circular 230 regulations to real-world scenarios
- Demonstrate how to handle conflicts of interest ethically
- Evaluate the implications of confidentiality and due diligence in practice
- Construct strategies for maintaining independence in professional judgment
- Discuss knowledge and skills to improve ethical decision-making processes
Major Subjects
- Taxpayers' rights and protections
- Professional oversight in tax practice
- Navigating Circular 230 complexities
- Ethical practice before the IRS
- Preparer roles and responsibilities
- Compliance with rules on written advice
- Ensuring client confidentiality
- Upholding best practices in tax preparation
Course Materials
| Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase | ||
| IRS CE Credit Request Form (265.6 KB) | Available after Purchase | ||
| Practical Ethics and Circular 230 Compliance for CPAs and EAs Handout (1.5 MB) | 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
Dates
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Wed, Mar 26, 2025 - 11:00am to 02:46pm CDT
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Thu, Apr 03, 2025 - 01:00pm to 04:46pm CDT
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Fri, Apr 18, 2025 - 03:00pm to 06:46pm CDT
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Thu, May 15, 2025 - 05:00pm to 08:46pm CDT
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Sat, Jun 07, 2025 - 01:00pm to 04:46pm CDT
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Mon, Jun 16, 2025 - 11:00am to 02:46pm CDT
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Mon, Jun 23, 2025 - 09:00am to 12:46pm CDT
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Fri, Jul 11, 2025 - 01:00pm to 04:46pm CDT
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Mon, Jul 28, 2025 - 10:00am to 01:46pm CDT
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Wed, Aug 06, 2025 - 08:00am to 11:46am CDT
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Thu, Aug 28, 2025 - 10:00am to 01:46pm CDT
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Thu, Sep 11, 2025 - 01:00pm to 04:46pm CDT
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Mon, Oct 06, 2025 - 08:00am to 11:46am CDT
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Tue, Oct 28, 2025 - 10:00am to 01:46pm CDT
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Tue, Nov 11, 2025 - 01:00pm to 04:46pm CST
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Sat, Dec 06, 2025 - 08:00am to 11:46am CST
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Fri, Jan 09, 2026 - 01:00pm to 04:46pm CST
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Wed, Jan 28, 2026 - 10:00am to 01:46pm CST
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Fri, Feb 06, 2026 - 08:00am to 11:46am CST
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Sat, Feb 28, 2026 - 10:00am to 01:46pm CST
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Wed, Mar 11, 2026 - 01:00pm to 04:46pm CDT
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Sat, Mar 28, 2026 - 10:00am to 01:46pm CDT
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Mon, Apr 06, 2026 - 08:00am to 11:46am CDT
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Tue, Apr 28, 2026 - 10:00am to 01:46pm CDT
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Mon, May 11, 2026 - 01:00pm to 04:46pm CDT
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Thu, May 28, 2026 - 10:00am to 01:46pm CDT
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Fri, May 29, 2026 - 03:00pm to 06:46pm CDT
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Sat, Jun 06, 2026 - 08:00am to 11:46am CDT
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Mon, Jun 29, 2026 - 10:00am to 01:46pm CDT
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Additional Info
Basic Course Information
PrerequisitesA basic understanding of retirement planning concepts, tax laws and regulations, and investment strategies
Advanced Preparation None
Designed For
CPAs, finance professionals
Original Recording Date 5/2024
Course Developer Werner-Rocca Seminars
Date Added to Catalog 02/22/2024
Yellow Book No
Additional Information
Complaint Resolution PolicyPlease 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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