Objectives
Upon conclusion of this course, students will be able to:
- identify key activities that qualify as best practices when performed in the course of operating a tax practice;
- identify acceptable standards of performance under the provisions of Circular 230 in the areas of taking a potentially controversial position on a tax return or advising taxpayers; and
- identify the appropriate actions permitted under the rules of Circular 230 given examples of tax practice scenarios relating to fees, retaining of records, conflict of interest, and solicitation of clients.
Designed For:
CPAs, EAs, and other tax professionals
WebCE® 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.
For more information regarding WebCE administrative policies such as refunds, cancellations
and concerns, please contact Support Services at 877-488-9308.