Master the Latest IRS Standards for Tax Practice under Circular 230 (Completed)

Date: Wednesday, December 2, 2020
Instructor: Michael G Goller
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Ethics for EAs and OTRPs
2 hours Ethics for CTEC
2 hours Ethics for OTRPs

The IRS has recently revised Circular 230. Circular is meant to insure that practitioners are fit to practice before the IRS. Learn the Rules that practitioners must be aware of as they work with clients and represent clients before the IRS in any tax issues. It is critical to know how these changes will set new standards for quality tax practice and how those standards will be enforced by the IRS.

Join highly respected tax and litigation expert, Michael G. Goller, J.D. for this two-hour CPE seminar that will guide you through the latest changes to the rules that govern tax practice before the IRS using real-world situations and practical guidance to help make Circular 230 make sense. Mr. Goller's tax practice expertise and experience in working with and representing firms will help you get up to speed and make sure your practice complies with the latest standards of practice.

Who Should Attend
All CPAs, enrolled agents, tax return preparers, tax attorneys, and other practitioners who are involved in tax return preparation or tax consulting and who advise taxpayers on federal tax issues or disputes will benefit from this insightful seminar.

Topics Covered

  • Overview of Circular 230
  • Rules for Written Advice under Reg. §10.37
  • Reg. §10.36 Amendments that Clarify and Expand Provisions to Ensure Practitioner Compliance with Circular 230
  • Scope of the Office of Professional Responsibility
  • Best Practices in Light of the New Standards
  • Potential Preparer Penalties
  • "Hot" ethics and malpractice issues

Learning Objectives

  • Recognize the latest Circular 230 requirements
  • Develop and implement compliance strategies for your practice
  • Identify the traps that Exist in a Tax Practice


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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