Meeting/Event Information
NCSEA Ethics With Beanna Whitlock
Let's Autopsy America's Tax Professional 2 hours IRS Ethics CE VNKSH-E-00295-25-O
This live, online group Zoom webinar has been approved for 2 hours of IRS Ethics Continuing Education. To earn 2 hours of IRS Ethics CE, attendees should be logged in for at least 100 minutes of the presentation not including announcements and answer at least three of four polling questions during each CE hour. Registration is required to attend.
In autopsying the different parts of a tax professional, the speaker examines how to become a tax professional, the particular steps to becoming an Enrolled Agent and maintaining that status, and how a tax professional’s credentials and select qualifications affect rights to representing taxpayers. The speaker stresses the importance of the Internal Revenue Code, its statutes, IRS regulations, revenue rulings, and other clarifications in guiding the tax professional, and provides a comprehensive look at how the ability of the tax professional to effectively communicate with clients assists in accurate tax preparation and dispute resolution. The speaker discusses educational and background training for various levels of tax services including tax preparation and filing, tax planning and advisory services, tax controversy and representation, as well as the qualifications of tax examiners, collectors, and revenue agents. The presentation ends with a discussion on how to demonstrate good judgment in dealing with clients and tax issues.
Upon completion of the presentation, tax professionals will:
- Know the first steps to becoming a tax professional.
- Be able to identify the steps to becoming an Enrolled Agent and how to maintain the credential.
- Recognize the differences in the various credentials and select qualifications of tax professionals.
- Understand the importance of applying IRS rules and regulations in their practices.
- Be challenged to practice effective communication with their clients.
- Understand that different levels of tax services require different levels of training.
- Appreciate the roles our heads, mouth, ears, nose, hands, feet and heart play in the tax professional’s life.
This program is offered as a live online group webinar via Zoom. Registration is required to attend.
Presenter:
Beanna J. Whitlock, EA is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Canyon Lake, TX.
A tax law instructor for more than 40 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations, Beanna has taught tax professionals across
the country and is an adjunct professor for Auburn University. She is the Executive Director of Tax Pro Fellowship, a web based organization providing educational resources and
practice management tools at www.taxprofellowship.com.
She has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRS Information Reporting Program Advisory Council as well as the IRS
Commissioner’s Advisory Committee (CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s
Award for Excellence of Service.
She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years.
Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the
tax professional community .
She is the 2013 Member of the Year of the California Society of Tax Professionals.
Honored by the National Conference of CPA Practitioners in 2015 for her contribution to Excellence in Education,
“Beanna serves the tax professional community as an inspired calling.”
Contact information:
Beanna J. Whitlock, EA
TaxProFellowship, LLC
www.taxprofellowship.com
Tickets
$0.00 NCSEA Member or Associate
$25.00 Non NCSEA Members
