How Being Ethical Impacts Your Time, Money, and Friends

This course concentrates on how being ethical costs you time, money, and friends. It also discusses the use documents like “conflict of interest releases”, “disclosure statements under § 7216”, the new due diligence standards, Circular 230, and keeping you safe from IRS scrutiny. This course is informative and provides you with the necessary tools and knowledge to protect yourself and your practice. Last Revision: August 2019
$30.00
Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

This course concentrates on how being ethical costs you time, money, and friends. It also discusses the use documents like “conflict of interest releases”, “disclosure statements under § 7216”, the new due diligence standards, Circular 230, and keeping you safe from IRS scrutiny. This course is informative and provides you with the necessary tools and knowledge to protect yourself and your practice.  

Upon completion of this course, you should be able to:

  •          Utilize Forms 8275 and 8275-R for compliance and proper disclosure
  •          Identify and apply questions that must be addressed with clients to protect yourself
  •          Understand default responses that tax programs often answer for you
Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
CPE Facts
NASBA 2 Self-Study Ethics N/A 103137
CTEC 2 Self-Study Ethics 3038-CE-0215 3038
IRS 2 Self-Study Ethics FQTGU-E-00320-19-S FQTGU
Texas State Board of Accountancy 2 Self-Study Ethics 100277 002921
Pennsylvania State Board of Public Accountancy 1 Self-Study (Non-Interactive) Ethics N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Affilliation

 

Drake Software is an IRS-qualified sponsor of continuing professional education.

 
 

Drake Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org

  

Drake Software has been approved by the California Tax Education Council to offer  How Being Ethical Impacts Your Time, Money, & Friends, CTEC # 3038-CE-0215, which provides 2 hours of federal credit and 0 hours of state credit towards the annual continuing education requirement imposed by the State of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, at (877) 850-2832, or at www.ctec.org.

 

Drake Software is registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program.

Course Policies

Send cancellation requests to Support@DrakeCPE.com. Requests must be made within 30 days of purchasing the course. To be granted a full refund, you must not have completed and earned continuing education for the course. No refunds will be issued after the course expiration date. For more information regarding the refund policy or to address concerns or complaints regarding courses, contact the DrakeCPE support team at Support@DrakeCPE.com.

 

Other Details
Last Revision August 2019
Course Expiration The CPE portion of this course expires one year from date of purchase