IRS Practice Series: Circular 230 Considerations and Requirements

This course will cover issues relating to tax practitioners, including the IRS power of attorney, conflicts of interest, privacy issues, promises and guarantees, advertising for clients.

As our “thank you for attending” gift, participants registered for this webinar will receive a complimentary electronic issue of Wolter Kluwer’s Journal of Tax Practice & Procedure

Who Should Attend
Any proactive, current or prospective, Circular 230 practitioner who understands that the IRS is tightening up enforcement of tax practitioner ethics. This is designed for tax practitioners who want to learn to interact with clients professionally, avoid potential conflicts of interest issues between clients or between themselves and clients, to learn more about their rights and responsibilities with respect to powers of attorney and IRS representation.

Topics Covered

• Power of Attorney
• Conflict of Interest between spouses and partners
• Business partners, and tax professionals
• Professional advertising rules
• Client privacy issues: in office, by mail, and electronically
• Interactions with IRS

Learning Objectives

• Identify IRS representation, client conflicts, advertising limitations, and privacy issues

Level
Basic

Format
Live webinar

Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites
None

Advance Preparation
None