Ethics for Enrolled Agents and CPAs: Best Practices & Client Boundaries

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Ethics for Enrolled Agents and CPAs: Best Practices & Client Boundaries

Published on ‎07-21-2025 10:12 AM by Moderator | Updated on ‎07-21-2025 12:12 PM

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Description

In this webinar, we will delve into the key policies outlined in IRS Circular 230 that directly affect enrolled agents and CPAs in their daily practice. Through a detailed exploration of a 'what if' case study scenario, attendees will understand the potential consequences of succumbing to client pressure that could lead to preparer penalties and damage their professional reputation. Led by Angelene Wierzbic, EA, CTRS, this session is essential for enrolled agents and CPAs seeking to navigate ethical challenges and maintain compliance with IRS guidelines.

 

By attending this course, you will be able to:

  • Define the key policies within IRS Circular 230 that influence daily practice for enrolled agents and CPAs

  • Identify potential exposures to preparer penalties that may result from ethical breaches in client representation

  • Recognize the detrimental impact that unethical client behavior can have on the professional reputation of enrolled agents and CPAs

  • Determine proactive strategies for upholding ethical standards and mitigating the risks associated with client demands

 

Who Should Attend? CPA and EA Tax and Accounting Professionals

Course Length: 2 hours

Delivery Method: Group - Live Internet

Field of Study: Ethics (Regulatory)

CPE: 2

CE: 2

IRS Program Number: NESGF-E-00190-24-O

 

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Event has ended
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Start:
Wed, Aug 6, 2025 09:00 AM CDT
End:
Wed, Aug 6, 2025 11:00 AM CDT
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