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To Access This Course:

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: June 09, 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: 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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
  1:37Introduction to Conflicts of Interests
  14:00Circular 230 Conflicting Interests
  10:25Couples Conflict
  13:44Sanctions to Avoid
  14:39Partners Business Associate Conflicts
  15:30Stop the Engagement and When to Communicate with IRS
  14:13Preparer Client Conflicts
  12:32Kovel Engagements and Disclosures
  9:05More about Disclosures
  1:06Summary
CONTINUOUS PLAY
  1:46:43IRS Representation Series - Conflicts of Interest
SUPPORTING MATERIAL
  PDFSlides: IRS Representation Series - Conflicts of Interest
  PDFIRS Representation Series - Conflicts of Interest Glossary/ Index
  PDFConflicts of Interest Resources
  PDFConflict of interest Spouse or Partner Form
  PDFConflict of Interest Explanation to Divorced Clients Form
  PDFDisclosure and Waiver of Potential Related-Party Conflict of Interest
  PDFConflict of Interest Waiver Form
  PDFSimple Business Waiver - Conflict Consent Form
  PDFInstallment Agreement Consent Form
  PDFPreparer Conflict - 1099 waiver Form
  PDFSec 7216 Disclosure Consent to Allow Tax Planning Form
  PDFContact Information Sheet with Taxing Authorities
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM