Ethics in 2025 Tax Client Service

2 AFSP, EA, CFP®, CPA, CRTP

Track:

Taxposium

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 Internet-Based

	CPE credits	Designation	Field of study
IRS	2	AFSP	Ethics
IRS	2	EA	Ethics
NASBA	2	CPA	Regulatory Ethics
CTEC	2	CRTP	Ethics
CFP Board	0	CFP®	n/a

Instructor(s)

Jeremy Kniffen, CPA