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Self-Study CPE
2023-2024 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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ESOP OVERVIEW FOR OWNERS, CFOs & CPAs
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UNDERSTANDING PARTNERSHIP TAXATION: DISTRIBUTIONS
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2024 FILING SEASON CHANGES FOR 1099 REPORTING
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THE CHOICE BETWEEN IRS FORM 1040 SCHEDULES C AND E
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IRS PRESENTING: TAX RELIEF IN DISASTER AREAS FROM AN INDIVIDUAL TAX PERSPECTIVE
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1099 PLANNING FOR THE 2024 FILING SEASON
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2024 ANNUAL TAX SEASON UPDATE
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FEDERAL INCOME TAX CHANGES: 2024
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NAVIGATING AN IRS TAX AUDIT
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VIRTUAL CURRENCY TRANSACTIONS AND FORM 1040
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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HOME OFFICE DEDUCTION
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SCHEDULES K-2 AND K-3: UNDERSTANDING NEW REQUIREMENTS
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IRS PRESENTING: NAVIGATING THE RESTART OF AUTOMATED COLLECTION NOTICES
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IRS PRESENTING: EMPLOYEE RETENTION CREDIT VOLUNTARY DISCLOSURE PROGRAM
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READING AND REVIEWING IRS TRANSCRIPTS LIKE A PRO
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THE SECURE ACTS: 2024 UPDATED CHANGES AND PLANNING STRATEGIES
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RETIREMENT, CHALLENGES, AND OPPORTUNITIES UNDER THE BIDEN TAX PLAN IN 2024
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EDUCATION TAX BENEFITS
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EARNED INCOME TAX CREDIT
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HEALTHCARE REFORM: THE AFFORDABLE CARE ACT TAX PROVISIONS
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INFLATION REDUCTION ACT
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IRS COLLECTIONS & INSTALLMENT ARRANGEMENTS
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BANKRUPTCY TAX GUIDE
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IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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TAX TREATMENT OF SICKNESS AND INJURY PLANS
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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REAL ESTATE TAX GUIDE
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TAX RESEARCH TECHNIQUES
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TYPES OF BUSINESS ENTITIES
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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NAVIGATING FORM 1040 SCHEDULE C
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SECURE ACT 2.0
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TAX CUTS AND JOBS ACT OF 2017
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MASTERING FORM W-2: AN ESSENTIAL GUIDE FOR TAX PROFESSIONALS
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1099 REPORTING SIMPLIFIED
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S CORPORATION BASIS AND FORM 7203
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EMPLOYMENT POLICIES & PROCEDURES WITH A GLIMPSE OF 1099 REPORTING TO FREELANCERS
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FRINGES: THE KEY TO ATTRACTING GOOD TALENT AND WHAT THE IRS HAS TO SAY ABOUT IT
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A PRIMER ON THE IRS's STREAMLINED FILING COMPLIANCE PROCEDURES
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S CORPORATION BASIS AND FORM 7203: EXTENDED EDITION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
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2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
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2024-2025 FEDERAL TAX UPDATES FOR INDIVIDUALS: CASES & UPDATES
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HANDLING AN INTERNATIONAL TAX ASSESSMENT: FORM 5471
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IRS PRESENTING: INDEPENDENT CONTRACTOR VS. EMPLOYEE
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PARTNERSHIP TAX UPDATES
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ESSENTIAL RULES FOR 1099 REPORTING TO INDEPENDENT CONTRACTORS
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ROADMAP TO AMENDING TAX RETURNS: THE X FACTOR
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2024 FEDERAL TAX UPDATE FOR INDIVIDUALS
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TAX CUTS AND JOBS ACT: HOW SUNSETTING PROVISIONS AFFECT THE TAX LANDSCAPE
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2024 FEDERAL TAX UPDATE FOR BUSINESS
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HOT TOPICS IN FEDERAL TAX CONTROVERSY: A YEAR-END UPDATE
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MASTERING ESTATE PLANNING: INSIGHTS FROM CPA EXPERT BOB KEEBLER
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1099 REPORTING DEMYSTIFIED: INCLUDING THE NEW IRS REPORTING ANNOUNCED 11/26/24
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Cpece webinars
IRS Presenting: Circular 230 - Inside the Lines in Tax Engagement Lifecycle

IRS PRESENTING: CIRCULAR 230 - INSIDE THE LINES IN TAX ENGAGEMENT LIFECYCLE

CPE Processing Fee$60.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits 2.0 hours
Subject Area 2.0 - Taxes (Federal Tax)
CE Credits 2.0 hours
Course Id# - HURS9-T-01535-23-S
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateOctober 31, 2023
Date OfferedOctober 31, 2023
Expiration DateOctober 31, 2024
Series: IRS Classes
Course Description

Join the IRS as we aim to provide tax practitioners, accountants, and other professionals with an in-depth understanding of the Office of Professional Responsibility (OPR) and its investigative and disciplinary processes. The course will also cover the essential aspects of Circular 230, the regulations governing the practice of professionals before the Internal Revenue Service (IRS).

Learning Objectives:


  • Recognize the scope and application of Circular 230 in professional practice

  • Gain insights into OPR's role, mission, and procedures

  • Identify the types of sanctions and disciplinary actions that OPR can impose



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Irs circular230 videoimage
Additional Materials
Glossary
Review Questions
Review Questions
QUESTION 1: 0:08:46 minutes
QUESTION 2: 0:35:13 minutes
QUESTION 3: 01:01:23 minutes
QUESTION 4: 01:04:32 minutes
QUESTION 5: 01:30:53 minutes
QUESTION 6: 01:44:19 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Timothy McCormally

IRS
Acting Director of the IRS Office of Professional Responsibility

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Timothy McCormally served as the 2017 chair of the Internal Revenue Service Advisory Council and is a distinguished tax lawyer and writer. He specializes in resolving tax controversies and promoting professionalism within the field. Before his current endeavors, McCormally was a director in the Washington National Tax practice of KPMG US, where he primarily collaborated with the Practice, Procedure & Administration group.

Earlier in his career, he held the roles of General Counsel and then Executive Director at Tax Executives Institute (TEI), a nonprofit association for in-house tax professionals. During his nearly three decades at TEI, McCormally was the editor of The Tax Executive magazine. He also wrote a regular column about taxes and association matters for 11 years and was responsible for overseeing the business, financial, and editorial aspects of both the publication and the institute itself.

McCormally's four-year tenure on the IRS Advisory Council included membership in the Large Business & International subgroup. He continues to focus on IRS procedures and rules that are especially relevant to large businesses and in-house tax professionals. His writings appear in esteemed publications such as Tax Adviser, Tax Notes, and Bloomberg BNA’s Daily Tax Report. Additionally, he is a frequent lecturer on topics like tax ethics, professionalism, and whistleblowing at educational programs across the country.

He is also a proud supporter and serves on the board of directors for the Greater DC Diaper Bank.

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CPAacademy.org (Sponsor Id#: 111889) 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.nasbaregistry.org.

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About Our Presenter

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The IRS is a bureau of the Department of the Treasury and one of the world's most efficient tax administrators. In fiscal year 2012, the IRS collected more than $2.5 trillion in revenue and processed more than 237 million tax returns.