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Live Webcast Replay

Ethical Practices and Responsibilities Under Circular 230

Total Credits: 2 including 2 Regulatory Ethics - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Tax Institute |  Ethics |  IRS Approved
Faculty:
Steven C. Dilley, CPA, JD, PhD
Course Levels:
Basic
Duration:
2 Hours
License:
Expires 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

The IRS has recently issued proposed regulations to update the Circular 230 rules for all tax practitioners, amending these rules in various ways to reflect changes in the law.  This session will review these new rules and discuss their impact on your tax practice.  The course also covers in detail major provisions of Circular 230 and analyses them using factual situations.

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Handouts Tab and submit to kori.herrera@acpen.com

Basic Course Information

Major Subjects
  • Circular 230 (IRS) rules for conducting a tax practice
  • Provide guidelines for registered tax return preparers and tax return preparation
  • Contingent fees
  • Proposed new rules addressing the evolving nature of tax practice
  • Conflict of interest, best practices, errors and omissions, written opinion requirements
  • Evolving rules for CPA "mobility"
  • History and background for Circular 230

Learning Objectives
  • Identify current and proposed Circular 230 rules
  • Apply guidance to professionals in public practice accounting

Course Materials

IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_2_2025 (442.6 KB) Available after Purchase
Ethical Practices and Responsibilities Under Circular 230 Handout (4.5 MB) Available after Purchase
IRS Credit Instruction (267 KB) Available after Purchase

Faculty

Steven C. Dilley, CPA, JD, PhD's Profile

Steven C. Dilley, CPA, JD, PhD Related Seminars and Products

Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.

Dates

Fri, May 23, 2025 - 3:00 PM to 4:51 PM EDT
Fri, Jun 06, 2025 - 5:00 PM to 6:51 PM EDT
Thu, Jun 19, 2025 - 9:00 AM to 10:51 AM EDT
Thu, Jun 26, 2025 - 7:00 PM to 8:51 PM EDT
Wed, Jul 02, 2025 - 1:00 PM to 2:51 PM EDT
Tue, Jul 22, 2025 - 3:00 PM to 4:51 PM EDT
Mon, Aug 11, 2025 - 5:00 PM to 6:51 PM EDT
Thu, Aug 28, 2025 - 9:00 AM to 10:51 AM EDT
Sat, Sep 06, 2025 - 11:00 AM to 12:51 PM EDT
Thu, Sep 18, 2025 - 1:00 PM to 2:51 PM EDT
Mon, Oct 06, 2025 - 3:00 PM to 4:51 PM EDT
Tue, Oct 21, 2025 - 7:00 PM to 8:51 PM EDT
Fri, Nov 07, 2025 - 9:00 AM to 10:51 AM EST
Sat, Nov 22, 2025 - 11:00 AM to 12:51 PM EST
Sat, Dec 06, 2025 - 1:00 PM to 2:51 PM EST
Tue, Dec 16, 2025 - 3:00 PM to 4:51 PM EST
Tue, Dec 30, 2025 - 5:00 PM to 6:51 PM EST
Tue, Jan 06, 2026 - 9:00 AM to 10:51 AM EST
Mon, Jan 26, 2026 - 11:00 AM to 12:51 PM EST
Mon, Feb 09, 2026 - 1:00 PM to 2:51 PM EST
Tue, Feb 24, 2026 - 3:00 PM to 4:51 PM EST
Tue, Mar 03, 2026 - 7:00 PM to 8:51 PM EST
Wed, Mar 18, 2026 - 9:00 AM to 10:51 AM EDT
Fri, Apr 10, 2026 - 11:00 AM to 12:51 PM EDT
Thu, Apr 23, 2026 - 1:00 PM to 2:51 PM EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation

None


Designed For CPAs in public practices and members in industry
Original Recording Date 04/2025
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 03/11/2025

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. 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
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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