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TAX2208. Ethical Dilemmas in Representation

To submit a question or participate in polling, click the link above. This program will cover the Circular 230 and AICPA ethics rules that apply to tax practitioners, and how they can help us navigate difficult situations with clients. We will discuss our ethical duties in when we discover a client's non-compliance, how to handle a client who does not want to cooperate with an audit, and how to correct false information provided by the client to the IRS.

Learning Objectives:

  • Recall the ethical rules that apply to practitioners who represent clients before the IRS.
  • Identify strategies for handling difficult situations with clients who are not compliant.
CPE Credits
NASBA Field of Study
Regulatory Ethics
1-2 Years in the Profession
Advanced Preparation
Review Circular 230 and AICPA Statements on Standards for Tax Services
Session Tags
Investments and Wealth Institute CE