IRS Representation Series - Conflicts of Interest 2 CPE

Course Duration: 2 Hours

Course Rating:

Course Enrollments: 15 Enrolled

Mode of Delivery: On-Demand

Course Level: Intermediate

Study Area: Taxes

This course is a premium+ course it can be accessed either by individual purchase or through a premium+ subscription

It's essential that Circular 230 practitioners recognize and avoid conflicts of interest, as well as when to step away from clients who experience them. Course participants learn more about conflict of interest rules, Karen Hawkins conflicts, disclosures, and other important issues, as well as helpful resources for future use. This course will cover the following topics:

Circ 230 - Conflicts.
Couples Conflicts.
Partners – Business Assoc Conflicts.
Preparer Client Conflicts.
Bring an Attorney in? Kovel.
Conflict Forms.
Disclosures.

Prerequisites

No advanced preparation or prerequisites are required for this course.

Learning Objective

Identify Circ 230 - Conflicts.
Discover Couples Conflicts.
Explore Partners – Business Assoc Conflicts.
Recognize and preparer Client Conflicts.

Last updated/reviewed: July 24, 2025

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Eva Rosenberg

EA, CTC, CTRS

Progress

INTRODUCTION AND OVERVIEW

Introduction to Conflicts of Interests 1:44
Circular 230 Conflicting Interests 13:59
Couples Conflict 10:25
Sanctions to Avoid 14:23
Partners Business Associate Conflicts 14:26
Stop the Engagement and When to Communicate with IRS 15:31
Preparer Client Conflicts 14:11
Kovel Engagements and Disclosures 12:28
More about Disclosures 7:22
Summary 1:08