Learn everything you need to know about managing conflicts of interest between spouses, business partners, and tax professionals. This course covers the power of attorney, IRS interactions, client privacy issues, and guidelines for professional advertising. This course will cover the following topics:
- Overview of Circular 230.
- Interacting with OPR.
- Brief Glossary.
- Practitioners re: POA.
- Conflicts of Interest.
- Advertising and Fees.
Prerequisites
No advanced preparation or prerequisites are required for this course.
Learning Objective
- Explore and overview of Circular 230.
- Recognize and interacting with OPR.
- Discover conflicts of Interest.
- Identify advertising and fees.
Last updated/reviewed: July 25, 2025
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Eva Rosenberg
EA, CTC, CTRS
INTRODUCTION AND OVERVIEW
- Introduction to Circular Ethics and Updates 1:38
- Overview of Circular 230 14:10
- Glossary of Key Terms 9:32
- Limitations of the Un-Enrolled 12:21
- Disreputable Conduct 10:52
- Due Diligence 13:50
- Some Common Couple Issues 14:50
- Competence advertising and Fees 15:32
- Secure your Client Records 7:57
- Closing Remarks 1:18
CONTINUOUS PLAY
- Circular 230 Ethics and Updates 1:42:00
SUPPORTING MATERIAL
- Slides: IRS Representation Series - Circular 230 Ethics and Updates PDF
- IRS Representation Series - Circular 230 Ethics and Updates Glossary/ Index PDF
- Circular 230 - 7216 Consent Form PDF
REVIEW AND TEST
- REVIEW QUESTIONS quiz
- FINAL EXAM exam
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