Gain valuable insights on maintaining professional competence amidst technological advancements and global shifts.
Just when you thought you had mastered the basic rules of ethics that apply to tax professionals, the world was turned on its head with a global pandemic and the rise of new technology. Once thought of as an easy A in college or law school, our increasingly complex work environment has presented more ethical challenges than ever before. Competence no longer means just understanding the tax code; privilege might be breached by toddlers; and the standard definitions of what it means to practice in a jurisdiction have been stretched farther than we imagined possible. Come learn what Amazon's Alexa, the metaverse and global nomads have to do with ethics in this highly practical session discussing the ethical issues that arise in our everyday practice as tax professionals and where to look for guidance when the "old" rules no longer seem to apply.
Learning Objectives
- You will be able to recognize Duties of Confidentiality Applicable to Tax Professionals.
- You will be able to identify Practitioner Core Competencies.
- You will be able to identify AICPA Statement of Standards for Tax Services and New Sstss.
- You will be able to recognize Unauthorized Practices.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Back to Basics: Confidentiality, Privilege, and Work Product Protection
- Duties of Confidentiality Applicable to Tax Professionals
- Compare and Contrast - Confidentiality Versus Privilege
- Work Product - What Does It Cover and When Is It Waived?
Practitioner Core Competencies
- Competence, Diligence and Supervision
- Keeping up With Technology
- Unauthorized Practice and Global Nomads
Tax Practice in the Time of (Post-)COVID
- New/Updated Ethical Guidance
- The Particular Challenges of Remote Work
- Zoom and Zealous Representation
Recent Updates to Ethical Guidelines
- Circular 230 - How Has Its Scope Been Narrowed by the Courts?
- AICPA Statement of Standards for Tax Services - New Sstss Effective January 1, 2024!
- What to Do About the Corporate Transparency Act
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on December 18, 2023.
Call 1-866-352-9540 for further credit information.
Enrolled Agents 2.0 including Ethics 2
- In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. This program qualifies for 2.0 Continuing Education Credit(s) for enrolled agents. This course also qualifies for 2.0 ethics credit(s).
CPE/NASBA - QAS Self Study 3.2 including Regulatory Ethics 3.2
- Noggin Guru, Inc. dba Lorman Education Services and BankersHub is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 3.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Regulatory Ethics for 3.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Audio & Reference Manual
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
MP3 Download
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Melissa L. Wiley
Lowenstein Sandler LLP
- Partner, Lowenstein Sandler LLP
- Experience representing clients in all levels of the IRS administrative process, as well as in tax litigation matters; served as subject matter expert on a variety of tax controversy topics as a member of a Big 4 national tax department; acted as internal counsel to a Big 4 accounting firm on matters related to the tax practice
- Frequent speaker on topics related to IRS examinations, penalties, ethics, and return preparers
- Regent, American College of Tax Counsel; vice-chair of Appointments to the Tax Court and Argret Fellowship committees, American Bar Association Section of Taxation; Chair, Tax Audits & Litigation Committee, D.C. Bar Tax Section; vice-chair of IRS Advocacy & Relations and National Tax Committees, AICPA
- J.D. degree, Georgetown University Law Center; B.S. degree in actuarial science, The College of Insurance
- Can be contacted at [email protected] or 202-862-3790
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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