• Program Title: Ethics: Part 1
  
• Date: Wednesday June 2, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-E-00168-21-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: During the past several years, news rules have been adopted or proposed that impact how we interact with our clients. This segment will provide a look at the latest IRS regulations and changes to professional standards. We’ll look at the new ethics standards for Enrolled Agents, the updated CPA standards of professional conduct and other new professional standards for tax preparers. We’ll examine issues like independence, billing, conflicts of interest, communications, confidentiality, and a number of other ethical issues that may arise as you work with a tax client.

Pricing:

• Program Title: Ethics: Tax Boot Camp: Filing Requirements
  
• Date: Tuesday June 15, 2021
• CPE credits: 1
• Time: 2:00- 3:00pm
• Course Number: YH1DR-T-00107-19-O
• Field(s) of Study: Taxes
• Level: Basic
• Presenter: Kristy Maitre
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Description: It all starts with whether or not a person needs to file a tax return, but, also when to file. When a person should file even though they do not need to file, there is a difference and finally common misconception about filing a tax return.

Pricing:

• Program Title: Tax Boot Camp: Filing Status
  
• Date: Tuesday June 22, 2021
• CPE credits: 2
  
• Time: 2:00- 4:00pm
• Course Number:  YH1DR-T-00108-19-O
  
• Field(s) of Study: Taxes
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: If you get this wrong, the whole tax return is wrong. This is also a difficult issue when it comes to determining the correct filing status based on family dynamics, we often face during tax season. Journey we us as we explore the various filing status and clarify which is the right status through examples.

Pricing:

• Program Title: Tax Boot Camp: Earned Income Tax Credit
• Date: Tuesday July 27, 2021
• CPE credits: 2
  
• Time: 2:00- 4:00pm
• Course Number:  YH1DR-T-00110-19-O
• Field(s) of Study: Taxes
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: Due diligence is important here as we review the rules for the Earned Income Tax Credit and our due diligence responsibilities.

Pricing:

• Program Title: Ethics: Part 4
• Date: Thursday July 29, 2021
• CPE credits: 1
  
• Time: 2:00- 3:00pm
• Course Number:  YH1DR-E-00122-19-O
• Field(s) of Study: Ethics
• Level: Basic
• Presenter: Kristy Maitre
• Register Now

Description: Standards of Practice: Circular 230 sets standards of conduct for practice before the IRS

Pricing: