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Ethics in Taxpayer Representation Sales & Marketing

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This 2-hour ethics webinar will cover the advertising, solicitation, and marketing requirements of Circular 230, Rev. Proc. 81-38, and other official IRS guidance.

This course presents the student with the regulatory requirements to be met when selling licensed representation services. Students will also dissect and discuss documented cases of ethics violations by taxpayer representation firms in order to obtain hands-on ethical lessons applicable to their own advertising and sales practices. The instructor will lead students in a discussion of common sales procedures within the tax resolution industry and how various ethical scenarios and regulations apply to these sales practices.

NASBA & IRS Approved CE Provider

Course Objectives

  • What constitutes misleading and deceptive claims when marketing representation services.
  • How to avoid the use of misleading sales practices when selling tax resolution services.
  • The role of the Treasury Inspector General for Tax Administration (TIGTA) in investigating ethics complaints against practitioners.
  • Best practices when using unlicensed sales staff to market tax resolution services.
  • Exactly what got American Tax Relief and Roni Deutch into hot water, and how to avoid the same fate.

Continuing Education Information

Subject Area: Regulatory Ethics (Ethics)
Level: Basic
Preparation: None required.
Prerequisite: None.
Credit: 2.0 CE/CPE hours for CPAs and EAs.

IRS Program Code: 4Y1UP-E-00048-17-O
NASBA Sponsor ID: 140945
State boards of accountancy have final authority regarding the applicability of any particular course to your CPE requirements. Please check with your state board regarding requirements and acceptance.

Texas State Board of Public Accountancy CPE Sponsor ID 010474

About the Instructor

Jassen Bowman, EA, CTR spent eight years exclusively representing tax debtors as an Enrolled Agent. He has presented over 400 live seminars and webinars to CPAs, EAs, and attorneys on the subjects of IRS Collections representation, practice management, and growing a tax firm. He is the author of several books, including Tax Resolution Secrets for consumers and Tax Resolution Systems, a checklist manual for practitioners.


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