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Ethics Part 1 – Selling Your Practice and § 7216 Requirements

Session details Published session date December 15, 2026 Starts 12 PM Ends 1 PM Presenter Kristy Maitre Published credits 1 Program number YH1DR-E-00388-26-O Field of study...

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February 18, 2026: Originally published
1 min: Estimated reading time
Webinar: Content type

Session details

Published session date: December 15, 2026
Starts: 12 PM
Ends: 1 PM
Presenter: Kristy Maitre
Published credits: 1
Program number: YH1DR-E-00388-26-O
Field of study: Federal Taxation
Level: Basic

It’s time to consider selling your accounting, tax preparation business and retiring. We will discuss the ethical requirements and the process we need to follow including privacy, security and what type of disclosures are authorized or require the client’s permission.

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