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Thompson coburn llp

Self-Study CPE
ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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ARE YOU INDEPENDENT?
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UNDERSTANDING AND APPLYING THE AICPA CODE OF PROFESSIONAL CONDUCT
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PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
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PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
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PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
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ETHICS FOR CPAs IN BUSINESS
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GENERAL ETHICS FOR CPAs
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ETHICS: IDENTIFYING & PREVENTING DISCREDITABLE ACTS
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ETHICS: PROTECTING CONFIDENTIAL CLIENT INFORMATION
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Cpe webinars
Tax Practitioner Ethics: Circular 230 Proposed Changes

TAX PRACTITIONER ETHICS: CIRCULAR 230 PROPOSED CHANGES

NOTE: All jurisdictions accept courses from registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements

THIS WEBINAR IS NOT ELIGIBLE FOR IRS CE CREDIT.
Available Date(s)
Wednesday, February 05, 2025: 9:00AM EST

Cost $30.00
CPE Credits 1.0 hour
Subject Area 1.0 - Ethics (Regulatory)
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

On December 26, 2024, proposed changes to Circular 230 were promulgated. The proposals would change the scope of who is regulated, set forth professional standards for those preparing tax returns or making other submissions to the IRS (including appraisals), and suggest best practices for running a tax practice. The proposals are largely consistent with professional standards governing CPAs.

Attendees of this webinar will learn the proposed rules governing preparing and amending tax returns, providing written tax advice, how the IRS expects you to run your practice, and how the IRS expects you to plan to protect client data. Webinar attendees will be the first to be ready for when these changes are formally enacted by the IRS.

NOTE: This webinar covers proposed changes to Circular 230 that are not formally recognized by the U.S. Government. Because these changes are not yet recognized, this webinar does not qualify for IRS CE credit for Enrolled Agents.

Learning Objectives

  • Identify proposed changes to Circular 230

  • Define the scope of the proposed regulations and professional standards

  • Evaluate best practices for running a tax practice under these proposed regulations

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Thompson coburn llp

Steve has drafted trusts and a full range of estate planning documents for clients to help grow, preserve, and transmit their family wealth. He has also prepared organizational documents for limited liability companies, corporations, and partnerships to implement their owners' wishes regarding current and future control and transmission, including bringing in new owners and facilitating exit strategies. 

Steve enjoys helping clients structure their affairs to achieve their personal, business, and financial goals while reducing the drag that taxes imposed on them. His firm provides full service to businesses; however, he also acts as counsel on specialized matters while cooperating and facilitating the continued involvement of an existing legal, accounting, and financial services team. Steve maintains his CPA license but prefers to refer income tax returns to practicing CPAs.

Steve Gorin is the former president and an ongoing contributor to Covenant Place’s strategic initiatives. It is a senior affordable housing community with a groundbreaking model for integrated residents with the surrounding community and facilitating holistic services to enrich their lives. 

To know more about Steve Gorin, kindly click on the link below:

http://thompsoncoburn.com/people/steve-gorin

For various free resources Steve offers, see https://www.thompsoncoburn.com/insights/blogs/business-succession-solutions/about

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Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Thompson coburn llp

For approximately 90 years, Thompson Coburn LLP has provided the quality legal services and counsel our clients demand to achieve their most critical business goals. Whether helping with a tax, estate planning, real estate or employment issue, navigating a complex acquisition or defending a product or service in litigation, we have the knowledge and resources to meet any legal need.


With over 380 attorneys, we have experience in more than 50 areas of the law. Supported by our firm's state-of-the-art technology, lawyers in our Chicago, Dallas, New York, Los Angeles, Southern Illinois, St. Louis and Washington, D.C. offices enjoy a nationwide practice.