2016 Ethics Webinars

  • Part 1 - 11:30 AM to 12:30 PM (CST) -
    • This webinar will provide an understanding of the requirements of Circular 230 (first part of key elements). Topics include: what is ethics, ethical decision making, representation before the IRS, why is circular 230 important, how to keep clients information safe (having a security plan), what are your ethical obligations, return preparation, supervised employees (Notice 2011-6), due diligence and prompt disposition pending matters. Publication Cir 230 will need to be download for this class. 
    • Approved for 1 hour of Ethics CPE (Program # Y7WRM-E-00130-16-O)
    • Approved for 1 hour of Ethics CLE (Iowa activity numbers are listed below)
  • Part 2 - 1:00 PM to 2:00 PM (CST) -
    • This webinar will continue to review the requirements of Circular 230.  Topics include: conduct standards, contingent fees, return of client records, conflicts of interest, negotiation of checks, competence, procedures to ensure compliance, requirements of written advice and sanctions for violation of the regulations. Publication Cir 230 will need to be download for this class.
    • Approved for 1 hour of Ethics CPE (Program # Y7WRM-E-00131-16-O)
    • Approved for 1 hour of Ethics CLE (Iowa activity numbers are listed below)

=> To register: https://goo.gl/YwwHwm

These ethics webinars will be offered on the following dates:

  • December 16
  • December 19
Continuing Education: 

Who should attend:

  • enrolled agents 
  • other tax return preparers
  • CPAs
  • attorneys (approved by Iowa Supreme Court Commission on Continuing Legal Education)

Approved Programs:

  • Ethics Part 1 - approved for 1 hour of CPE with the Internal Revenue Service (program #: Y7WRM-E-00130-16-O)
  • Ethics Part 2 - approved for 1 hour of CPE with the Internal Revenue Service (program #: Y7WRM-E-00131-16-O)
  • Iowa Activity Numbers:
    • Part 1 - April 26 - 226776
    • Part 2 - April 26 - 226802
    • Part 1 - May 10 - 226775
    • Part 2 - May 10 - 226803
    • Part 1 - June 27 - 226780
    • Part 2 - June 27 - 226801
    • Part 1 - July 15 - 226776
    • Part 2 - July 15 - 226795
    • Part 1 - August 26 - 226781
    • Part 2 - August 26 - 226796
    • Part 1 - September 2 - 226779
    • Part 2 - September 2 - 226796
    • Part 1 - October 21 - 226777
    • Part 2 - October 21 - 226802
    • Part 1 - October 31 - 226782
    • Part 2 - October 31 - 226802
    • Part 1 - December 16 - 226784
    • Part 2 - December 16 - 226798
    • Part 1 - December 19 - 226778
    • Part 2 - December 19 - 226800

**Consult your state’s accrediting agency/board for its rules on admissibility of this course.  It is the responsibility of the attendee to understand and comply with state licensing CPE/CLE requirements.

Speakers: 

Kristy S. Maitre is a tax specialist for the Center for Agricultural Law and Taxation. She is also an enrolled agent and has almost 30 years experience with IRS, most recently as the IRS Senior Stakeholder Liaison for Iowa. Kristy is well-respected among Iowa tax practitioners for her knowledge, service and dedication.

Registration: 
To register: https://goo.gl/YwwHwm
 
  • $35 for 1 hour of CPE
  • $70 for 2 hours of CPE
  • Registration fee is non-refundable
  • Unable to attend the webinar you're registered for?  Let us know and we can get you registered for another webinar of your choice.
  • These courses provide continuing education for enrolled agents, other tax return preparers and CPAs.
  • Consult your state’s accrediting agency/board for its rules on admissibility of this course.  It is the responsibility of the attendee to understand and comply with state licensing CPE/CLE requirements.

 

CALT Webinars:

  • Unless otherwise stated on CALT’s website, each webinar is 1 hour of CPE credit
  • Price per participant/per webinar: $35 (per 1 hour of CPE)
  • No advance prep is needed for our webinars
  • Webinar length: 60 to 120 minutes
  • CPE delivery mode: group internet based
  • Platform: Webinars are presented on GoToWebinar 
  • How does the attendee log onto a webinar?  You will receive an email from Kristy Maitre, which includes a special link to click on to enter the webinar.
  • System Webinar requirements: http://support.citrixonline.com/webinar/all_files/G2W010003
  • Test your Internet Connection or Audio: http://support.citrixonline.com/en_US/Webinar/all_files/G2W060001
  • To ensure no techicial difficulties, we suggest joining the webinar at 30 minutes before the start time.

 

Date and Time: 
Monday, October 31, 2016 - 11:30am to 2:00pm
Location: 
Online