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Avoiding Ethical Violations

Product Code - TMAU91
Speaker(s): Robert E. McKenzie
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We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 has recently been revised and it has imposed new duties and responsibilities upon practitioners who represent taxpayers before the IRS.

Anyone who practices before the IRS must comply with these requirements. This webinar, recorded on December 1, 2010, is designed to help practitioners avoid violating their ethical duties. In 60-90 minutes, the panelist will cover the following topics:

• New rules for registration of tax professionals

• New standards and penalties for tax preparers

• Circular 230 duties

• Potential conflicts of interest

• Correction of taxpayer mistakes

• What fees are unconscionable?

• Return of client records

• What taxpayer confidences may you disclose to the IRS?

Educational Objectives:

In 60-90 minutes, attendees will:

• Understand his/her duties to the tax system and to his/her client

• Know how to balancing those duties

• Understand the new rules for registration and the new standards and penalties

• Be aware of potential conflicts of interest

• Understand practitioner duties allied to Circular 230

• Know what confidences can – and cannot – be ethically disclosed to the IRS

Robert E. McKenzie

Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state tax agencies. He has made numerous media appearances including Forbes, New York Times, Dateline NBC, Bloomberg News and The ABC Nightly News. Mr. McKenzie was previously employed by the Internal Revenue Service in Chicago. Robert currently serves as a member of the IRS Advisory Council (IRSAC) which is a group appointed by the IRS Commissioner to advise IRS management.

Mr. McKenzie is the author of Representation Before The Collection Division Of the IRS and co-author of Representing The Audited Taxpayer Before The IRS and Representation Before The United States Tax Court. He is a Regent of the American College of Tax Counsel and has been selected for inclusion in Super Lawyers, Leading Lawyers and the Bar Registry of Preeminent Lawyers.