2 Credit HoursEthics

Ethics for Tax Professionals

Explore the ethical obligations of tax practitioners through real-world case studies. Covers Circular 230 requirements, conflicts of interest, due diligence standards, and the political economy of tax advice. Mandatory 2 hours for Enrolled Agents.

Topics Covered
  • Circular 230 duties and penalties
  • Conflicts of interest in tax practice
  • Due diligence under Section 6694
  • Whistleblower provisions
  • The political economy of tax advice
  • Case studies: real practitioner disciplinary actions
Exam Requirements

Review Questions

6

Throughout the course material

Final Exam Questions

10

Multiple choice, 4 options each

Passing Score

70%

Minimum requirement

Time Limit

1 Year

Self-paced from enrollment

Certificate of Completion

Upon passing the final exam, you will receive a certificate including all required fields:

  • Provider name
  • Program name
  • Program number (upon approval)
  • Program dates
  • Credit hours awarded
  • Instructor signature
  • Your name
  • Unique certificate number

$39

$20 per credit hour

2 credit hours
Ethics
Self-paced online

Self-paced. 1 year to complete.

Accepted by:

Enrolled AgentCertified Public AccountantCalifornia Tax Education Council

Courses designed to meet CE requirements of applicable regulatory bodies including IRS, state insurance departments, NASAA, CFP Board, state real estate commissions, state bar associations, and state medical/nursing/pharmacy boards. Provider applications pending.