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IRS Representation Series - Conflicts of Interest

Continuing Education Credits
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Certified Public Accountant

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Taxes
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.

Chartered Accountant (IES8 CPD)

Continuing Education Credit:
2.0 Hour
Field of Study:
Taxes
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.

Certified Management Accountant

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Taxes
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Fraud Examiner

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Financial Transactions and Fraud Schemes
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Specific business topics such as finance and others
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.

Certification in Risk Management Assurance

Continuing Education Credit:
2.0 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Instructor for this course
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