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Self-Study CPE
CONFLICTS OF INTEREST BETWEEN CLIENTS, YOU AND THE IRS
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2020-2021 ETHICS FOR WASHINGTON CPAS
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ETHICS: TAX PRACTICE STANDARDS
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MANAGING ETHICAL DILEMMAS FOR TEXAS CPAS
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EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
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A BASIC ETHICS GUIDEBOOK FOR NEW YORK CPAs
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A BASIC ETHICS GUIDEBOOK FOR CONNECTICUT CPAs
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BUILDING A FRAMEWORK FOR REGULATORY ETHICS
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ETHICAL DILEMMAS IN REPRESENTATION
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ETHICS AND EARNINGS MANAGEMENT
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Free cpece webinars
IRS Presents: Due Diligence Requirements

IRS PRESENTS: DUE DILIGENCE REQUIREMENTS

This webinar is presented by the IRS and will not be available as a recording/archive.
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Ethics (Regulatory) (Ethics)
CE Credits 1.0 hour
Course Id# - HURS9-E-01061-21-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The session will cover the requirements for the diligence of all tax professionals. We will specifically review credits that have specific requirements and how to make sure you are covering all requirements when dealing with these credits.

Learning Objectives:


  • Define the requirements for the diligence of tax professionals

  • Identify credits with specific requirements

  • Outline how to cover requirements when dealing with specific credits

Tammy Gay

IRS
Senior Stakeholder Liaison

(409) 740-7800

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Tammy Gay is currently a Senior Stakeholder Liaison in the Communications & Liaisons Division of the Internal Revenue Service. As a Senior Stakeholder Liaison, she collaborates, informs, and communicates priority outreach messages to all taxpayer communities, including major employers, community associations and tax practitioner organizations to provide significant messages that impact taxpayers.

Tammy is assigned to cover the State of Illinois. She has been employed by the IRS since October 2008. The skills and expertise Tammy have gained throughout her 13-year career has given her knowledge of policies, procedures and work processes within the IRS.

Additional Materials
Greyscale handout
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.