Ethics in 2025 Tax Client Service

2 CPE for AFSP, EA, CPA, CRTP

In today’s fast-paced and tech-driven environment, tax professionals' ethical challenges are more nuanced than ever. This session dives into the evolving landscape of ethical tax practice, focusing on real-world dilemmas professionals face while serving clients in 2025. From artificial intelligence and digital communication to aggressive tax planning and client disengagement, attendees will explore modern scenarios that test professional judgment and client care. Participants will analyze the gray areas of tax ethics, gain clarity on responsibilities under Circular 230 and walk away with practical tools to uphold ethical standards while managing a successful practice.

Objectives
Upon completion of this session, you will be able to:

Communicate digitally with clients following best practices for secure and professional messaging, including ethical pitfalls of informal platforms
Navigate the ethical risks and disclosure responsibilities when outsourcing tax work
Follow your obligations under Circular 230, especially as the advisory and representation roles of tax professionals continue to expand
Distinguish ethical boundaries when advising on aggressive tax positions, planning strategies and potential tax avoidance schemes
Draft and manage clear, ethical engagement letters that set realistic expectations and protect both preparer and client

CPE information
Duration: 100 minutes
Course level: Basic
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live

Jeremy Kniffen, CPA

Owner of Tax & Accounting Solutions