course

IRS Representation Series - Conflicts of Interest

(4)
5
New Course
2 Hours (On-Demand)
2.0 CPE  

This course is a premium+ course it can be accessed either by individual purchase or through a premium+ subscription

Purchase this course | $84

It's essential that Circular 230 practitioners recognize and avoid conflicts of interest, as well as when to step away from clients who experience them. Course participants learn more about conflict of interest rules, Karen Hawkins conflicts, disclosures, and other important issues, as well as helpful resources for future use. This course will cover the following topics:

  • Circ 230 - Conflicts.
  • Couples Conflicts.
  • Partners – Business Assoc Conflicts.
  • Preparer Client Conflicts.
  • Bring an Attorney in? Kovel.
  • Conflict Forms.
  • Disclosures.
Learning Objectives
  • Identify Circ 230 - Conflicts.
  • Discover Couples Conflicts.
  • Explore Partners – Business Assoc Conflicts.
  • Recognize and preparer Client Conflicts.
Last updated/reviewed: August 9, 2023

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 well presented. Great hands on approach
Prerequisites
Course Complexity: Intermediate

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 Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Conflicts of Interests1:44
  Circular 230 Conflicting Interests13:59
  Couples Conflict10:25
  Sanctions to Avoid14:23
  Partners Business Associate Conflicts14:26
  Stop the Engagement and When to Communicate with IRS15:31
  Preparer Client Conflicts14:11
  Kovel Engagements and Disclosures12:28
  More about Disclosures7:22
  Summary1:08
CONTINUOUS PLAY
  IRS Representation Series - Conflicts of Interest1:45:37
SUPPORTING MATERIAL
  Slides: IRS Representation Series - Conflicts of InterestPDF
  IRS Representation Series - Conflicts of Interest Glossary/ IndexPDF
  Conflicts of Interest ResourcesPDF
  Conflict of interest Spouse or Partner FormPDF
  Conflict of Interest Explanation to Divorced Clients FormPDF
  Disclosure and Waiver of Potential Related-Party Conflict of InterestPDF
  Conflict of Interest Waiver FormPDF
  Simple Business Waiver - Conflict Consent FormPDF
  Installment Agreement Consent FormPDF
  Preparer Conflict - 1099 waiver FormPDF
  Sec 7216 Disclosure Consent to Allow Tax Planning FormPDF
  Contact Information Sheet with Taxing AuthoritiesPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam