Ethical Considerations in Tax Matters 2020 Update

Recorded Webinar | Robert E. McKenzie | From: Nov 27, 2020 - To: Dec 31, 2020

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Recording
⊖   ⊕$229  
DVD
⊖   ⊕$249  
Recording + DVD
⊖   ⊕$389  
Transcript (Pdf)
⊖   ⊕$229  
Recording & Transcript (Pdf)
⊖   ⊕$379  
DVD & Transcript (Pdf)
⊖   ⊕$389  


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We all try to do the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 has recently been revised and it has imposed new duties and responsibilities upon practitioners who represent taxpayers before the IRS.  Anyone who practices before the IRS must comply with these requirements.

This session is designed to help you avoid  violating your ethical duties and topics include the following:

  • Standards and penalties for tax preparers
  • Conflicts of interest
  • Due diligence when preparing returns
  • Understand your duties
  • The best practices to avoid problems
  • Advising taxpayers of mistakes on their returns

Learning Objectives:-

  • Know the standards for tax preparation
  • Know the standards for written tax advice
  • Learn the best ways to avoid problems

Who Will Benefit:-

  • CPA and CPA Firm
  • Accounting Professionals
  • Accountant
  • Business Owner

Robert E. McKenzie

Robert E. McKenzie is a partner of the law firm of Saul Ewing Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state agencies. He has made numerous media appearances including Dateline NBC and The ABC Nightly News.

From 2009 to 2011, Mr. McKenzie was a member of the IRS Advisory Council, which advises IRS management. He has been selected as a Fellow of the American College of Tax Counsel and served as its President from 2017 to 2018. He was vice chair of the ABA Tax Section (2003-2005). Mr. McKenzie is past chairman of the Employment Tax Committee, past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past chairman of the Chicago Bar Association Federal Tax Committee.