CE/CPE Course Information

Ethics for Tax Practitioners (2023)

CPE Credits: 2
Subject Area: Taxation
Field of Study: Regulatory Ethics
Program Level: Overview
Delivery Method: QAS Self-Study
Lesson Version: 2023
Publication/Revision Date: May 30, 2023
Prerequisites/Advanced Preparation: None
Written By: James R. Hasselback, Ph.D.

Learning Objectives	After completing this course, you will be able to Identify conduct that may result in suspension or disbarment Answer questions about the steps within the process involved in a proceeding for suspension or disbarment (i.e., complaint, answer, hearing, etc.) Identify whether a person is a tax return preparer Select certain procedures and procedural requirements necessary to prepare a tax return
Course Topics	Sanctions for Violations Tax Preparers

Learning
Objectives

After completing this course, you will be able to

Identify conduct that may result in suspension or disbarment
Answer questions about the steps within the process involved in a proceeding for suspension or disbarment (i.e., complaint, answer, hearing, etc.)
Identify whether a person is a tax return preparer
Select certain procedures and procedural requirements necessary to prepare a tax return

Course Topics

Sanctions for Violations
Tax Preparers

This QAS self-study course consists of an Audiovisual presentation, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 10 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

State Board and other CPE agency registrations can be viewed on our sponsor approvals page.

For more information regarding administrative policies such as complaints and refunds, please contact our CPE Department at (800) 874-5346 ext. CPE (273).

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