Compass Tax Educators

THE 2025 PASS INCLUDES THIS COURSE. 

Do NOT purchase this course separately if you buy a 2025 PASS.

This course covers selected ethical principles as promulgated in the latest revision of Circular 230 and other applicable IRS guidance.

Learning Objectives:

• Describe the new/updated provisions in the most recent revision of Circular 230.

• Summarize appropriate Circular 230 provisions applicable to both tax return preparation and representation before the IRS.

• Apply Circular 230 provisions to scenarios encountered in real-life tax situations.

• Demonstrate how applying ethical principles in tax situations can effectively avoid preparer penalties.
  

Education Information:

IRS Program Number: NMVBP-E-00306-25-O

Credit Hours: 2 CPE (NASBA); 2 CE (IRS)

Compass Tax Educators is approved by NASBA as a CPE provider and is approved in Texas as a CPE provider but is not approved as a CPE provider by any other state accountancy board. This class focuses on Circular 230 and federal ethics issues only; some states have additional requirements or restrictions. Please consult your state board of accountancy to confirm this course meets the Regulatory Ethics requirements for your state.

Prerequisite: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based (NASBA); Online Webinar (IRS)

Field of Study: Approved Regulatory Ethics (NASBA); Ethics (IRS)

Instructors: Sherrill Trovato, EA, MBA, MST, USTCP and Francis X. Degen, EA, USTCP

 Click here to learn more about this instructor.

Refund Policy: Refunds processed prior to noon ET the day before the live event are subject to a $25 processing fee. No refunds will be given for live webinars after noon ET the day before the event, but if you are unable to attend the live webinar for any reason you will be given access to the on demand webinar on the same topic.  Click here for more information about our education, refund, and complaint policies.