This program instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.
*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-E-00880-26
CTEC Course #: 6248-CE-00228
When?
Tuesday, December 1, 2026 · 2:00 p.m.
Eastern Time (US & Canada)
Duration: 2 hours
Price
Free
Language
English
Who can attend
Everyone
Dial-in available? (listen only)
Not available.
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