Ethics Communicating Clearly Per Circular 230
Date: Thursday, May 22, 2025
Instructor: Susan Harper
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs
1 hour Ethics for EAs and OTRPs
1 hour Ethics for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
Communicating has never been more important. In today’s complex and dynamic business environment, you may also find effective communication more challenging. How many communication tools do you use? Is your staff fully or partially remote? Do you have multiple office locations? Learn to communicate clearly with Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years. This webinar will take you full circle as we explore your ethical role when considering whether to engage, as well as terminate a client.
With 20 years of instructing CPE courses, Susan will deliver an entertaining and informative discussion to address the importance of effective communication when engaging, maintaining, and terminating client relationships and more.
Topics Covered
- Ethics & Circular 230
- Effective Communication Skills
- Discovery of an Error
- Engaging a Potential Client
- Maintaining a Client Relationship
- Terminating a Client Relationship
- Ethical Scenarios
Learning Objectives
- Understand key provisions of Circular 230
- Establish better communication habits
- Understand what to do when you discover an error
- Address what to consider before engaging a client
- Explore how to maintain ongoing client relationships
- Address reasons to potentially terminate a client
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Regulatory Ethics (1 hour)
Program Prerequisites
None
Advance Preparation
None
