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Purchase this course | $84

Learn everything you need to know about managing conflicts of interest between spouses, business partners, and tax professionals. This course covers the power of attorney, IRS interactions, client privacy issues, and guidelines for professional advertising. This course will cover the following topics:

  • Overview of Circular 230.
  • Interacting with OPR.
  • Brief Glossary.
  • Practitioners re: POA.
  • Conflicts of Interest.
  • Advertising and Fees.
Learning Objectives
  • Explore and overview of Circular 230.
  • Recognize and interacting with OPR.
  • Discover conflicts of Interest.
  • Identify advertising and fees.
Last updated/reviewed: March 25, 2024

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certification

  1. IRS Representation Series - Foolproof Tips to Release IRS Levies on Paychecks or Bank Accounts
  2. IRS Representation Series - Getting Organized to Resolve Collection Issues
  3. IRS Representation Series - Doing Offer-in-Compromise: How to Complete the Form 656 Application
  4. IRS Representation Series - Tips and Tricks for the 433s Needed to Secure an Offer in Compromise
  5. IRS Representation Series - Winning the 1040 Audit
  6. IRS Representation Series - Steps to Take After SUCCESSFUL Collections or Audits
  7. IRS Representation Series - When Collections and Audits Fail
  8. IRS Representation Series - Reducing IRS Assessments for Interest & Penalties
  9. IRS Representation Series - Conflicts of Interest
  10. IRS Representation Series - Circular 230 Ethics and Updates
1 Review (4 ratings)

Reviews

5
Member's Profile
Great Course and program, instruction is very hands on!

Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Circular Ethics and Updates1:38
  Overview of Circular 23014:10
  Glossary of Key Terms9:32
  Limitations of the Un-Enrolled12:21
  Disreputable Conduct10:52
  Due Diligence13:50
  Some Common Couple Issues14:50
  Competence advertising and Fees15:32
  Secure your Client Records7:57
  Closing Remarks1:18
CONTINUOUS PLAY
  Circular 230 Ethics and Updates1:42:00
SUPPORTING MATERIAL
  Slides: IRS Representation Series - Circular 230 Ethics and UpdatesPDF
  IRS Representation Series - Circular 230 Ethics and Updates Glossary/ IndexPDF
  Circular 230 - 7216 Consent FormPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam