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Professional Responsibility Obligations when Practicing before the IRS: OPR and Circular 230 - Chapter 1

Back to course

2021 Seminars

Advocating for Taxpayers in Order to Avoid Abusive Tax Schemes

Be Tax Ready – Understanding Rules for Due Diligence and the Child Tax Credit and Earned Income Tax Credit

Charities & Tax-Exempt Organizations Update

Closer Look at the IRS Independent Office of Appeals

Collection Flexibilities During Difficult Economic Times

Common Issues Presented to OPR and Best Practices to Address Them

Determining an Individual’s Tax Residency Status

e-Services and You

Helping You and Your Clients Steer Clear of Fraud and Scams

Key Enforcement Issues

Keynote Address

Keys to Mastering Due Diligence Requirements and What to Expect During a Due Diligence Audit

Overview of Taxpayer Civil Rights

Professional Responsibility Obligations when Practicing before the IRS: OPR and Circular 230

Retirement Plans - IRS Compliance Initiatives

Tax Law Changes from a Forms Perspective

Virtual Currency

2020 Seminars

Advocating for Immigrant Taxpayers

Advocating for Taxpayers with Collection Information Statements

Be Tax Ready – Understanding Eligibility Rules for EITC, AOTC, CTC and Head of Household Filing Status

Charities & Tax-Exempt Organizations Update

Créditos Reembolsables

Diligence in Practice before the IRS: Record-Keeping

Federal Ethics for the Tax Professionals: Office of Professional Responsibility (OPR) and Circular 230

Impact of Non-filing and Non-payment

IRS Key Enforcement Issues

Keynote Address

Keys to Mastering Due Diligence Requirements and Audits

Preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return

Retirement Plan Distributions, Loans and More

Tax Changes from a Forms Perspective

Tax Cuts and Jobs Act (TCJA) Update: Opportunity Zones

Tax Cuts and Jobs Act (TCJA) Update: Qualified Business Income Deduction

The Bipartisan Budget Act of 2015’s Centralized Partnership Audit Regime

Update from the IRS Independent Office of Appeals

2019 Seminars

Advocating for Clients Who Need to Correct Errors on Returns or Request Audit Reconsideration

Backup Withholding/Employment Tax Implications

Dealing with Disasters

Diligence in Practice before the IRS: Conducting it Timely and Consistently

e-file Identification Number (EFIN) Security Responsibilities

Learn the Facts about IRS Due Diligence Contacts!

One Year Later…Tax Cuts and Jobs Act (TCJA) Due Diligence Update

Understanding the Circular 230 Disciplinary Process

Who, What, Where and How of ITINs

2018 Seminars

Choosing the Right Retirement Plan

Circular 230: Diligence in Tax Practice

Enhancing the Tax Pro Experience: Navigating the IRS with Communications and Liaison

Highlights of Tax Changes from a Tax Forms Perspective

What is your Authority for That?

2017 Seminars

Business Use of Home; including the Shared Economy

ITIN Program Changes – Implementation of the PATH Act

2016 Seminars

Material Participation, Re-characterization and Activity Based reporting under IRC 469

2015 Seminars

CDP Balancing Test: Advocating for your client before the IRS Office of Appeals in Collection Due Process Hearings

2014 Seminars

Passive Activity Loss Rules for Flow-Through Entities

2019 Audit-Only Seminars

2019 Tax Changes

Advocating for Taxpayers – How the Taxpayer Advocate Service Can Help You and Your Clients

Collection Update

Helping You and Your Clients Steer Clear of the Latest Frauds and Swindles

Tax Cuts and Jobs Act Update: Qualified Business Income Deduction and Opportunity Zones

2018 Audit-Only Seminars

Advocating for Your Uniformed Client - Military Tax Issues

Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements

S Corporation Shareholder Basis

Security and e-services - How to Protect Your EFIN, PTIN, and CAF Number

2017 Audit-Only Seminars

F1042/F1042S compliance

Highlights of 2017 Tax Law Changes

IRS and Security Summit Updates: Making Progress Against Identity Theft

IRS Future State: Working with You to Transform a Vision into Action

IRS Notices Issued after Filing Information Returns (CP2100 or Notice 972CG): What to Do and How to Respond

2016 Audit-Only Seminars

Advocating for your Client Using the Taxpayer Bill of Rights

Affordable Care Act (ACA) Employer and Coverage Provider Information Reporting Requirements

Affordable Care Act (ACA) Employer Provisions

Emerging Issues in Tax Practice Due Diligence

Foreign Tax Credit for Individuals

Highlights of 2016 Income Tax Changes

Identity Theft – The Security Summit Initiative

Knowing Collection in 2016

Recent Developments in Estate and Gift Tax

Refundable Credits – New Rules, New Laws - Learn What’s Changed for your Client

S Corporation Shareholder Stock Basis & Bonafide Shareholder Debt

The Health Care Law and Taxes for Individuals and Families

Your Due Diligence Requirements: What’s New for You in 2017

2015 Audit-Only Seminars

Advocating for Innocent Spouse Relief and Injured Spouse Relief

Appeals: Navigating Collection Cases through the Appeals Process

Appeals: Navigating Examination Cases through the Appeals Process

Common Foreclosure and Cancellation of Debt Issues for Real Property

Helping the Identity Theft Victim

Highlights of 2015 Income Tax Changes

Offers in Compromise: Advocating for Victims of Payroll Service Provider Failures

What to Know When You Owe

Archive

2008 Income Tax Law Changes

2013 New Roth Conversion Opportunitites & Other Retirement Curveballs

A Day in the Life of an Exempt Organization's Audit

A Taxing Matter - Retirement

ABCs of the Premium Tax Credit

Advocating for Levy Release and Return of Levy Proceeds

Advocating for Your Client in Innocent Spouse Cases

Advocating for your Client in issues flowing from the Foreign Account Tax Compliance Act (FATCA)

An Overview of Circular 230 and the Office of Professional Responsibility (OPR) for New Tax Professionals

An Overview of Tax Practice Ethical Rules and the Office of Professional Responsibility (OPR)

Appeals - Effectively Representing Your Client - Collection Issues

Appeals - Effectively Representing Your Client - Examination Issues

Appeals - Our Role in Resolving Penalty Issues

Appeals Independence (Part 1): What Recent Policy Changes Mean for Examination-Sourced Cases

Appeals – Our Role in Resolving Offers in Compromise

Auction and Consignment Sales

Automated Under Reporter (AUR) and Correspondence Exam Audits (CCS)

Automated Underreporter

Automated Underreporter (AUR) and Correspondence Examinations

Automated Underreporter and Correspondence Exam

Basics of New Estate Tax Law

Be an Educated Preparer on Education Credits

Changes to the Innocent Spouse Relief Program

Changes to the ITIN Acceptance Program

Charities and Their Volunteers

Choosing the Right Retirement Plan

Circular 230 - 2009 Style

Circular 230 - A Primer

Collection Alternatives for your Small Business Clients

Current Estate and Gift Tax Issues

Debt Cancellation

Don’t Flunk Out on Education Credits

e-file 101: It's Not Too Soon to Prepare for the e-file Mandate

Earned Income Tax Credit: Due Diligence for Preparers

EITC Due Diligence Requirements

EITC Due Diligence – It’s Everyone’s Business

EITC Tips and Tools

Employee Plans-Retirement Plan Distributions and Related Taxes

Employment Tax Updates

Estate and Gift Tax Law - What to Expect for 2010 Returns

Extra! Extra! Hear the Latest Retirement News and Hot Topics

Filing W-2

First-Time Homebuyer Credit

Form 2555 and the Foreign Earned Income Exclusion

Form 990, Information Return Workshop

Getting the Most Out of Child-Related Tax Benefits

Goldilocks and Retirement Plan Contibutions

Grab the Money and Run? Retirement Plan Loans and Harship Distributions

Heads Up! Keeping Current on Exempt Organizations

Helping Your Clients Understand their Rights

Highlights of 2011 Tax Law Changes - Individual and Business

Highlights of 2014 Income Tax Changes

Individual Shared Responsibility Provision - What You Need To Know

Information Return Penalties

International Issues for Individuals

ITINs and Filing a Tax Return: Advocating for your Client during the ITIN Application Process

Keeping Current with IRS Collection

Key Circular 230 Provisions - What Every Tax Return Preparer Needs to Know

Key Circular 230 Provisions: What Every Tax Return Preparer Needs to Know

Let EITC Due Dilligence Work for You

Major Changes to Improve the ITIN W-7 Process to Secure an ITIN

Meeting Your EITC Due Diligence

New Information Reporting Requirements for TY 2011 and 2012

Overview of 2010 Tax Law Changes

Overview of 2012 Income Tax Law Changes

Overview of 2013 Income Tax Changes

Overview of Circular 230 and the Office of Professional Responsibility for the Newly (or Aspiring) Registered/Enrolled Practitioner

Post Appeals Mediation (PAM): Do you know what to expect during PAM?

Power of Attorney and Other Third Party Authorizations

Preventing and Detecting Identity Theft: Partnering with the IRS to Meet the Challenge

Real Estate Concerns for Individuals

Recent Developments in Estate and Gift Tax

Refund Offset, Injured Spouse and Manual Refunds

Refundable Credit Hot Topics!

Reporting and Withholding on Payments to Foreign Persons - A Broader Perspective

Retirement Plans for the Self-Employed

Return Preparer Fraud: Remedies for the Taxpayer

Roth Conversions/Retirement Planning for Life Events

SEP and SIMPLE IRA Plans – Avoiding Pitfalls

SEP Plan Pitfalls: User the IRS SEP Plan Fix-It Guide to Keep Your Clients Out of Trouble

Small Business Health Care Tax Credit

Staying Focused on the Basics: A Guide to the Collection Process

The Collection Appeal Program (CAP): Do you know what to expect during a CAP Appeal?

The Collection Process Balancing Customer Service and Compliance

The Foreign Tax Credit for Individuals

The Health Insurance Premium Tax Credit for Tax Year 2014 - What You Need to Know

The Lien Process - Your Options

The New Form 706

Trust Fund Recovery Penalty: Do You Know How to Navigate Appeals Collection When the Stakes are High? (Part 2)

Trust Fund Recovery Penalty: Do You Know How to Navigate Appeals Examination When the Stakes are High? (Part 1)

Understanding Payment Card, Third Party Network Payments and Basis Reporting

Update from the IRS Return Preparer Office

Update from the IRS Return Preparer Office 2012

Weathering the Storm: Helping Exempt Organizations in Troubled Times

What Every Tax Return Preparer Needs to Know: Key Circular 230 Provisions

Withholding on Foreign Athletics and Entertainers - Special Withholding Rules

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