Webinar: Ethical Issues for Tax Return Preparers

December 22, 2017
Online

This webinar is co-sponsored with the Iowa State Bar Association.  This session examines current ethical issues facing tax return preparers, including attorneys. The session will focus on Circular 230 requirements, such as confidentiality and privilege. It will also address timely cybersecurity issues, including the requirement to protect data from unauthorized access or disclosure. 

Friday, December 22, 2017 - Noon to 2 PM (CST)

► To register, click here

 

Registration: 

► To register, please visit this link on ISBA's website: https://iowabar.site-ym.com/events/EventDetails.aspx?id=1007784&group

Registration Fee: $74

Continuing Education: 

Who should attend:

  • enrolled agents
  • tax return preparers
  • CPAs
  • attorneys 

Please 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.

Program Approval:

  • Ethics Part 1 - 2 hour of ethics CPE
    • IRS Program #: 
  • Iowa Supreme Court Commission on Continuing Legal Education
    • approval pending for 2 hours of ethics
Speakers: 

Kristy Maitre, EA, is the tax specialist at ISU’s Center for Agricultural Law & Taxation. Prior to joining CALT, Kristy worked for the Internal Revenue Service for 27 years. Before retiring from the IRS in 2014, Kristy was serving as the IRS Senior Stakeholder Liaison for the State of Iowa. At CALT, Kristy conducts frequent webinars and seminars on a variety of tax topics. She also instructs practitioners through her writings on TaxPlace and her free bi-weekly webinar, The Scoop: Hot Issues from the Front Lines.

Kristine Tidgren, JD, is the assistant director of ISU’s Center for Agricultural Law & Taxation. She analyzes and writes about tax and legal developments impacting agriculture. She teaches agricultural law to undergraduate students at ISU and is a frequent speaker on ag and tax law topics. Kristine has written for a number of publications, including the National Income Tax Workbook.

 

CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.

RSS​ Facebook Twitter