CE/CPE Course Information

Ethics in Tax Practice (2020)

CPE Credits: 2
Subject Area: Taxation
Field of Study: Regulatory Ethics
Program Level: Overview
Lesson Version: 2020
Publication/Revision Date: March 24, 2020
Prerequisites/Advanced Preparation: None
Written By: James R. Hasselback, Ph.D.

Learning
Objectives
After completing this course, you will be able to
  • Identify what is considered practice before the IRS
  • Select who may and who may not practice before the IRS
  • Answer questions about the rules regarding conflicts of interest, client records, fees, and advertising
  • Identify the best practices for tax advisors
Course Topics
  1. Authority to Practice
  2. Conduct of Practice
  3. Best Practices for Tax Advisors

This self-study course consists of an Audiovisual presentation or a 10-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 10 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

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