Ethics: Court Orders, Confidentiality, and Compliance
Description
Objective
After attending this presentation, you will be able to... • Interpret ethical obligations under IRC §§7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act when responding to court orders. • Distinguish between legally permissible disclosures and ethically questionable conduct in mediation settings. • Apply ethical decision-making frameworks to real-world scenarios involving dual representation and conflicting client interests. • Implement best practices for protecting taxpayer confidentiality while complying with legal mandates.
Attendee Information
Mary Jane Hourani, MM, EA, NTPI Fellow
Required Knowledge
None
Who Should Attend
Enrolled Agent, CPA, Attorney, Certified Financial Planner, Tax Practitioner
Credit Types
- CPE – Regulatory Ethics
Event Level:Basic
Event Code:HIMHECO2-67680
Fields of Study:CPE - Regulatory Ethics
Other fields:
The North Carolina Association of Certified Public Accountants 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/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.