Ethics Communicating Clearly Per Circular 230
Author: Susan Harper
| CPE Credit: |
1 hour for CPAs
1 hour Ethics for EAs and OTRPs
1 hour Ethics for CTEC |
Per the IRS Education Provider Standards this course must be COMPLETED by 12/31/2028 to receive credits. NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Communicating has never been more important. In today’s complex and dynamic business environment, you may also find effective communication more challenging. How many communication tools do you use? Is your staff fully or partially remote? Do you have multiple office locations? Learn to communicate clearly with Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years. This course will take you full circle as we explore your ethical role when considering whether to engage, as well as terminate a client.
With 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion to address the importance of effective communication when engaging, maintaining, and terminating client relationships and more.
Publication Date: May 2025
Topics Covered
- Ethics & Circular 230
- Effective Communication Skills
- Discovery of an Error
- Engaging a Potential Client
- Maintaining a Client Relationship
- Terminating a Client Relationship
- Ethical Scenarios
Learning Objectives
- Identify key provisions of Circular 230
- Explain how to establish better communication habits
- Identify what to do when you discover an error
- Identify what to consider before engaging a client
- Explain how to maintain ongoing client relationships
- Identify reasons to potentially terminate a client
Level
Basic
Instructional Method
Self-Study
NASBA Field of Study
Regulatory Ethics (1 hour)
Program Prerequisites
None
Advance Preparation
None
