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Understanding Tax Preparation Conflicts of Interest

With this two-hour course, you will:

  • Get a 20-page PDF manual
  • Identify when you have a conflict of interest
  • Understand Circular 230's best practices and due diligence
  • Use case studies to deal with divorced or divorcing clients
  • See who can help an aging client with memory problems
  • Get a sample disclosure and waiver statement
  • Find out how to handle these situations:
    • Client's spouse won't sign Form 8879
    • Trustee and beneficiary don't follow trust "rules"
    • Parents share information about their adult child who is also your client
       
Designation CPE Hours
EA 2 Ethics

Course level: Basic
No advanced preparation is required.

Webinar features:

  • 2 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • Unlimited number of people may watch and listen on one computer and print course outline
  • PDFs of reference manual and PowerPoint slides
  • Add CPE for only $20 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Want to order by phone? Call us at: (714) 776-7850

Learn about Spidell's Webinars.

You must have computer speakers to listen to this webinar

Webinar Speakers

Lynn Freer, EA

Claudia Hill, EA, MBA

Claudia Hill is an Enrolled Agent, nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning, and representation before the IRS. She is Editor in Chief of the CCH, Inc. Journal of Tax Practice & Procedure and a frequent presenter for Enrolled Agents, CPAs, and other tax-related organizations including the IRS. She also presents Spidell webinars and has spoken at Spidell's Summer Tax Seminar. Claudia coordinates a "dream team of tax controversy advisors" for the IRS Watch blog on Forbes.com. She has served many years as a special advisor to NAEA Government Relations Committee, is a NTPI Fellow, and was named by Tax Analysts as a 2011 Person of the Year. As an industry and taxpayer advocate, Claudia has testified before the Senate Finance Committee, House Ways & Means Committee, Treasury Department, and President's Tax Reform Panel. She continues to maintain an active tax practice in Cupertino, California.

 

This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury's Circular No. 230 (Provider No. CRA7E. This does not constitute an endorsement by this group. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. 

 

Spidell Hours
EA-Ethics 2

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Availability: In Stock
Price: $97.00

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