Webinar: 2022 Ethics and Due Diligence by Professional Tax Institutes, Inc.

Professional Tax Institutes, Inc.

1. Due Diligence is defined as, “the care that a reasonable tax preparer must exercise to avoid causing harm to their client’s tax position, legal standing, and finances. Even though it is the care a reasonable preparer must use, it need not be exhaustive.”*

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About This Webinar

In working with taxpayers, the practitioner will be faced with ethical situations presented by changing tax laws and unusual circumstances. This presentation will review various real-life scenarios and compare these situations with applicable directives from Circular 230. As a result of the presentation, the practitioner will understand how ethics affects their practice. IRS Provider #0FY01. This course is not NASBA approved.

Agenda

Ethics in a Tax Practice

Presenter

Ronald D Powell, Ocean Isle Beach, NC

Enrolled Agent, Webinar Host

Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 24 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 15 years.

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