WEBINAR: Ethics for Tax Practitioners: Core Principles & Circular 230 C...

Ethical conduct is the foundation of effective tax practice. Circular 230 governs practice before the IRS by establishing mandatory standards for attorneys, CPAs, and enrolled agents who represent taxpayers. It outlines rules of competency, diligence, and integrity, and provides procedures for disciplinary actions in cases of noncompliance. This course offers a foundational overview of the ethical principles that guide tax professionals. Participants will explore key sections of Circular 230, including authority to practice, duties and restrictions, sanctions, and return preparer penalties. The session also highlights resources available through the Office of Professional Responsibility (OPR), including tools for verifying practitioner status and accessing official guidance. Whether you're advising clients or preparing returns, this course reinforces the ethical standards that protect both taxpayers and practitioners. NASBA Field of Study: Regulatory Ethics Program Prerequisites: None Advance Preparation: None Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012. No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.