Ethics In Taxpayer Representation Sales & Marketing

This 2-hour ethics webinar will cover the advertising, solicitation, and marketing requirements of Circular 230, Rev. Proc. 81-38, and other official IRS guidance.

This course presents the student with the regulatory requirements to be met when selling licensed representation services. Students will also dissect and discuss documented cases of ethics violations by taxpayer representation firms in order to obtain hands-on ethical lessons applicable to their own advertising and sales practices. The instructor will lead students in a discussion of common sales procedures within the tax resolution industry and how various ethical scenarios and regulations apply to these sales practices.

Course Objectives
--What constitutes misleading and deceptive claims when marketing representation services.
--How to avoid the use of misleading sales practices when selling tax resolution services.
--The role of the Treasury Inspector General for Tax Administration (TIGTA) in investigating ethics complaints against practitioners.
--Best practices when using unlicensed sales staff to market tax resolution services.
--Exactly what got American Tax Relief and Roni Deutch into hot water, and how to avoid the same fate.

Subject Area: Regulatory Ethics (IRS: Ethics)
Level: Basic
Preparation: None required.
Prerequisite: None.
Credit: 2.0 CE/CPE hours for CPAs and EAs.

IRS Program Code: 4Y1UP-E-00048-17-O
NASBA Sponsor ID: 140945

State boards of accountancy have final authority regarding the applicability of any particular course to your CPE requirements. Please check with your state board regarding requirements and acceptance.

Recording date: Dec. 30, 2019