2.0 CPE This course will take ethics and turn it into a more-interactive event, with real-life stories of practitioners who have run afoul of Circular 230. These stories will be interspersed with complete coverage of Circular 230 from Subpart A through Subpart E.
Learning Objectives
- Identify what is Circular 230.
- Identify who is subject to Circular 230.
- Explore and understand the disciplinary sanctions under Circular 230.
- Discover and understand who needs a PTIN.
- Identify other penalties preparers could be subject to.
Last updated/reviewed: August 11, 2023
20 Reviews (91 ratings)
Reviews
Anonymous
(CEO)
This course does show some egregious cases of violations of Circ. 230; I always wonder about the "slippery slope" cases and what consequences befall the less intentional violators. This course does tell me where I can go to look those things up.
Rosie Herren
(Controller at Book and Street)
Liked fact that presenter didn't overload listeners to excessive tax code or circular 230 minutia that we could have easily gotten overwhelmed by. Course good high level summary and was easy to understand and appreciate.
Anonymous
()
This course was a good reminder of some of the basics of who can and can't prepare tax returns, and some interesting examples of what happens when the rules aren't followed.
Anonymous
(Managing Member)
This course provides an important reminder that tax preparers need to stay up-to-date in understanding their responsibilities in representing clients before the IRS.
Anonymous
()
Anything Jason Dinesen presents is top notch. Tax can be really dry, but he does a nice job of keeping things interesting while delivering meaningful information.
Nafisah Fudaeel
(Owner at Tax Roadmap)
This course where the instructor reviewed Circular 230, was very helpful. It was a good reminder. The examples were easy to follow and understand.
Anonymous
()
Very informative. I really liked how the sections were broken up with both the examples and direct content comingled.
Margo Palmer
( at NA)
I enjoyed this class very much, and look forward to taking more courses from this
instructor.
Anonymous
(Staff Accountant)
Great course on Circ 230 including information on each section and a lot of real world examples.
Anonymous
()
Really great course - the slides are well organized and help with understanding the material.
Anonymous
(cpa)
Useful review of evolving IRS requirements for tax preparers. Excellent presentation.
Anonymous
(Financial Advisor)
Not an area that I normally practice in, so I appreciate the clear background info.
Anonymous
()
Great course. Very interesting information. Keep the good work. Thank you!
Anonymous
(Snr Tax Director)
Tax Preparers Gone Bad - ethics for tax professionals is a helpful course
Abraham Minto
( at Abraham Minto LLC)
Jason's course on Tax Preparers gone bad was well prepared and presented
Anonymous
()
Awesome course with info I definitely need to stay fresh on
Anonymous
(Cpa)
Good course will look for this instructor on other courses
Roxane Wells
(Senior Manager at Stevenson Smith CPA's LLC)
Good course and instructor. The cases are interesting.
Anonymous
()
Excellent course, objective and straight to the point
Anonymous
(-)
Reasonable pace and important points are emphasized.
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
.
Jason DinesenInstructor
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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