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Ethical issues for tax practitioners typically arise from a conflict among the duties owed to the client, the system, and yourself. When conflicts arise, it is important to understand what standards will be used to judge your conduct. This webinar program will review Circular 230, and selected tax penalties, and discuss specific situations, both in the context of tax planning and return preparation. Currently, the IRS only requires practitioners who represent taxpayers before the IRS to follow Circular 230 due to the Loving case. Even though tax representation creates a jurisdiction hook, tax representatives can still run afoul of tax preparation issues under Circular 230. The webinar session covers the basics of the IRS Office of Professional Responsibility, and how it functions, and interacts with tax practitioners. We will also cover, jurisdictional issues of who is subject to Circular 230 and the sanction power of OPR. We will also cover what to do in a situation where OPR reaches out to you as a practitioner for possible violations of Circular 230.
This online Ethics webinar will help tax professionals understand the rules relating to tax practice and preparation. We will cover Circular 230, the rules relating to PTINs and who needs them and discuss sticky ethical situations and how to handle them. Join nationally recognized Enrolled Agent Jason Dinesen for an engaging and practical webinar that explores ethical issues impacting today’s tax professionals. This session meets IRS ethics requirements for Enrolled Agents and is designed to reinforce ethical standards, client responsibilities, and decision-making in real-world scenarios.
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Tags: Ethics for the Tax Professional – 2025
