Treasury Circular 230 for EAs and Other Tax Preparers
Total Credits: 2.2 including 2.2 Taxes - Technical
- Average Rating:
- Not yet rated
- Faculty:
- Allison McLeod, CPA, JD, LLM
- Course Levels:
- Basic
- Duration:
- 1 hour 50 minutes
- License:
- Access for 90 day(s) after purchase.
Tags: ACPEN Produced
Description
Please join us for a discussion on Treasury Circular 230 and other ethical issues faced by enrolled agents and other tax preparers. In addition to covering the practice standards espoused by Treasury Circular 230, there will also be an overview of the applicable provisions in the Internal Revenue Code (IRC) and common law which will affect tax preparers. The discussion will conclude with other ethical issues, such as avoiding conflicts of interest, proper fee structure and maintaining competency. Also included will be case studies illustrating dilemmas faced by tax practitioners.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to anne.taylor@acpen.com.
Course Materials
| Treasury Circular 230 for EAs and Other Tax Preparers (521.7 KB) | Available after Purchase | ||
Faculty
Allison McLeod, CPA, JD, LLM Related Seminars and Products
Allison M. McLeod, LL.M., CPA, A PLLC
Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building material. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas. Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993. In addition to her teaching duties, she presents TSBPA-approved ethics courses to CPAs across the State and owns and operates a on-line self-study website for the same. Professor McLeod also has served as an expert witness during litigation associated with accounting malpractice and tax issues.