Ethics
$50 for VASEA Members with coupon code / Non-Member Rate - $65
IMPORTANT: Members must use membership coupon code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.
PROGRAM DESCRIPTION:
This workshop examines and addresses the conduct standards within Circular 230. Topics will include rules governing authority to practice, fees and solicitation of business, requirements to perform professional duties, dealing with conflicts of interest and restrictions related to practice before the Internal Revenue Service.
Prerequisites: none
Advanced preparation required: none
QSRNU-E-00531-21-O
Ethics
Category: Federal Tax Law Topics/Federal Tax Related Matters
Hours: 2
Delivery Method: Online
Target Audience: Enrolled Agents, Other Tax Return Preparers
Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.
Cancellation
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.
Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at admin@vasea.org or call (804) 723-5888.
Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.
He is the principal in his firm, D. Barry Iacono and Associates, in Virginia Beach, VA. Barry's areas of specialization include tax preparation, representation, and education; investments; retirement, estate, and business consulting and planning.
Barry has been speaking and teaching for more than 32 years. His background includes speaking to numerous organizations in many venues including a variety of tax topics to NSTP, VASEA and Chapters, and MD Society of Accountants and Tax Professionals. He has also prepared prospective EAs for the Special Enrollment Exam for more than 25 years.
In 1987 Barry became a Certified Financial Planner. He holds FINRA licenses 7, 63, & 24. He is a graduate of The George Washington University with Master’s and Bachelor’s degrees in business.
