IRS Circular 230 – Avoiding Ethical Violations


Feb 02,2022

PRESENTER(s): Daniel J. Pilla

1:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes
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Circular 230 controls who we can represent before the IRS, and what that representation looks like. For starters, counsel must be “competent.” We explain exactly what that means and what it does not mean, and how to become “competent.” Circular 230 contains a mandate to avoid conflicts of interest.

We define that phrase, show clear common examples of when a conflict arises, and what to do when it does. We also explain the concept of “joint representation” and the circumstances under which it may and may not be undertaken. Finally, attendees will understand what constitutes a “reasonable fee” under Circular 230, how such a fee is determined, and the circumstances under which a contingent fee can be charged. 

Participants will understand: 

  • Understanding what constitutes a “conflict of interest.” 
  • How to avoid conflicts
  • 7 common examples of where a conflict of interest arises
  • When is “joint representation” allowed 
  • How to proceed with a “joint representation” arrangement
  • What is the duty to charge a “reasonable fee?”
  • When are contingent fees allowed? 
  • Understanding the duty to be “competent” to represent clients

Credits and Other information:

  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference
  • Session learning level: Introductory
  • Delivery method: Group Internet Based
  • IRS Credits: 2 Tax Hours
  • IRS Course ID: PJGWS

Who Will Benefit:

  • CPA
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Attorneys
  • Other Tax Preparers
  • Finance professionals
  • Financial planners
Speaker Profile:
Daniel J. Pilla is a tax litigation consultant, premier proponent and advocate of taxpayer rights. For over three decades, Dan has been tremendously successful in his negotiations with the IRS. Regarded as one of the country’s premiere experts in IRS procedures, Dan provides people across the country with sound solutions to their tax-related problems. He has helped countless thousands of citizens solve personal and business tax problems they thought might never be solved. Furthermore, Dan’s proven techniques can effectively prevent IRS problems before they begin.

Dan is the author of over fourteen books, dozens of research reports and hundreds of articles. Dan’s work is regularly featured on radio and television as well as in major newspapers, leading magazines and trade publications nation-wide. His books have been recommended by prominent magazines and financial publications such as the Wall Street Journal, Money, Family Circle, Investor’s Business Daily. The Wall Street Journal ranked Dan's book, “The IRS Problem Solver”, as the number one tax book in America. Dan has written or contributed to major articles for Reader’s Digest, National Review, Reason, USA Today Magazine and others.

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