Hawaii Association of Public AccountantsEthics Webinar
Qualifies for 3 Hours CPA credit for ethics
Ethics in Action: Practical Guidance for Tax Preparers
With Steven C. Dilley, PhD, JD, CPA
December 10, 2026 – 9:00 am – 11:40 am HST
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Description:
This session will focus on proposed regulations to update the Circular 230 rules for all tax practitioners, amending these rules in various ways to reflect changes in the law. We will review these new rules and discuss their impact on your tax practice and address major provisions of Circular 230 and analyze them using factual situations. An update on new AICPA ethical guidelines will also be addressed.
Circular 230 and AICPA standards for technology adaption and artificial intelligence adaption are also discussed.
Learning Objectives:
- Identify current and proposed Circular 230 rules
- Apply guidance to professionals in public practice accounting
- Apply new standards surrounding the AICPA Statements on Standards for Tax Services
Major Topics:
- Circular 230 (IRS) rules for conducting a tax practice
- Provide guidelines for registered tax return preparers and tax return preparation
- Contingent fees
- Proposed new rules addressing the evolving nature of tax practice
- Conflict of interest, best practices, errors and omissions, written opinion requirements
- Evolving rules for CPA “mobility"
- History and background for Circular 230
- Review of the new AICPA Statement on Standards for Tax
- Discuss new standards on data protection, reliance on tools and representation of tax clients before taxing authorities
Who Should Attend: CPAs in public practice and members in industry.
Developed By: Federation Tax Workshops, Inc
Instructor: Steven C. Dilley, CPA, JD, PhD
Program Level: Basic
Field of Study: Regulatory Ethics
Prerequisite: None
Advanced preparation: None
CPE Credit: 3 hours
Cancellation policy: No refunds for cancellation within 3 days prior to the seminar date.