Understanding IRS collections involves more than just technical expertise; it requires a solid grasp of ethical obligations. This course offers tax professionals an in-depth exploration of Circular 230, the IRS's guidelines regarding practitioner conduct in the context of collections. Attendees will encounter real-world scenarios and practical advice to navigate ethical dilemmas effectively, ensuring compliance while protecting client interests and their professional integrity. By the end of the session, participants will feel equipped to address common challenges in tax collection representation.
Learning Objectives:
Identify ethical issues common to tax collection representation
Classify best practices for handling ethical concerns
Evaluate relevant rules from the Internal Revenue Code and Circular 230 and their application to collection scenarios
Describe the impact of ethical practices on professional reputation in tax collection situations
Date: Tuesday, February 17, 2026
Time: 12:00 pm - 1:00pm
Location: Live Webinar
Speakers: Rebecca Sheppard, Esq and J Peter Haukebo, Esq both Partners at Frost Law
Benefit: 1 CPE credit
Cost: Free for members, Guests pay $25
