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To Access This Course:

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: June 10, 2021

Included In Certifications

This course is included in the following Certification Programs:

10 CoursesTax Resolution Specialist Certificate

  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

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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:26Introduction to Circular Ethics and Updates
  14:10Overview of Circular 230
  9:34Glossary of Key Terms
  12:27Limitations of the Un-Enrolled
  12:41Disreputable Conduct
  13:58Due Diligence
  14:56Some Common Couple Issues
  15:36Competence advertising and Fees
  7:58Secure your Client Records
  1:16Closing Remarks
CONTINUOUS PLAY
  1:44:00Circular 230 Ethics and Updates
SUPPORTING MATERIAL
  PDFSlides: IRS Representation Series - Circular 230 Ethics and Updates
  PDFIRS Representation Series - Circular 230 Ethics and Updates Glossary/ Index
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM