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Ethics as a Competitive Advantage

JaredFoos_80x80
Jared Foos, EA Partner, Foos Garvin Accounting, LLP
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level

This session was part of Taxposium 2026.
Next up: Boston, June 21-23, 2027,
because there’s no taxation without education.

Ethics aren't just opinions. This session explores real IRS Code sections and written standards that every tax professional must follow, whether operating virtually or in person. Ethics should lead every decision in today's tax practice.

Objectives

Upon completion of this session, you will be able to:

  • Identify the biggest ethical issues a tax professional faces today
  • Avoid the ramifications of noncompliance
  • Implement tools to assist with becoming compliant

CPE

Governing body CPE credits Designation Field of study
IRS 2 AFSP Ethics
IRS 2 EA Ethics
NASBA 2 CPA Regulatory Ethics
CTEC 2 CRTP Ethics
CFP Board 0 CFP® N/A

Details

Duration: 100 minutes
Course level: Intermediate
Prerequisite: Experience preparing federal tax returns and familiarity with the ethical responsibilities of tax practitioners
Advanced preparation: None
Delivery method: Group Live