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Ethical Issues in Pricing Tax Engagements

Circular 230 provides rules that tax practitioners must follow when both advertising services and pricing representation engagements. Using case studies, this course will help describe the application of these rules to tax practice.

Objectives

Upon completion of the session, the learner will be able to:

• Analyze Circular 230 rules related to pricing representation engagements
• Describe the contingent fee rules and to what engagements they apply
• Describe the Circular 230 rules for enrolled agents advertising their services
• Apply Circular 230 rules to various types of tax engagement pricing scenarios

Details

Thomas A. Gorczynski, EA, USTCP

Instructor:

Level:

Overview

Prerequisites:

None

Advanced Preparation:

None

Delivery Method: 

Group Live

CPE credits     Designation     Field of study

IRS

2

AFSP

Ethics

IRS

2

EA

Ethics

NASBA

2

CPA

Ethics

CTEC

2

CRTP

Ethics

CFP Board

0

CFP®

No

How to Earn CPE

Sessions are first come, first served. Registration is not required for individual sessions. To earn CPE, scan your badge on your way into each session. You do not need to scan on your way out. CPAs will receive an additional form at registration to self-report their time out. We strictly abide by the IRS’ CPE rules and turn badge scanners off ten minutes after each session begins. We cannot award CPE if your badge isn’t scanned.