Programs

Common Ethical Conundrums in Everyday Tax Practice

Program Details

We all want to help our clients, but at what point do we begin to cross the line? This program will review the common ethical issues that arise in a tax practice, and what to watch out for when in the heat of battle (or tax season)! Topics covered will be the AICPA and Circular 230 rules regarding ethical practice, and common issues like conflict of interest, contingency fee arrangements, the presentation of information to the IRS and amended returns.

Host a Program with Eric Green

Learning Objectives:

  • Understand the ethics rules that apply to tax practice
  • Identify potential conflicts of interest and how to deal with them
  • Explain when a tax practitioner may do work on a contingency fee arrangement

Host a Program with Eric Green