top of page

Monday, July 22  |  3:20 p.m. - 5:00 p.m.  |  Concurrent Session

Wednesday, July 24  |  2:50 p.m. - 4:30 p.m.  |  Concurrent Session

Ethics: What Would You Do?

2 CPE for AFSP, EA, CPA, CRTP   

​

Not only do tax professionals need to know the technical side of taxes, they must also adhere to ethical standards. While we have Circular 230 to guide us, we can run into other scenarios that muddy the waters. During this session we will briefly cover your obligations and analyze different scenarios that will put your knowledge of ethics to the test. Additionally, we will provide practical steps you can take when an ethical situation arises. 

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

  • Summarize IRS guidance on ethical standards 

  • Analyze scenarios that may create an ethical dilemma 

  • Outline steps tax professionals can take if an ethical dilemma exists 

​

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

Amy Brosnan

Enrolled Agent at After the Tax Return LLC

Penny Wade Smith

Owner of Wade Farm Financial Services

bottom of page