Clients can be surprisingly inventive in ways that test a practitioner's ethics. This interactive session shows how tax professionals can manage those gray-area moments while honoring Circular 230 and preserving client trust.
Objectives
Upon completion of this session, you will be able to:
Recognize everyday client situations that create ethical or Circular 230 challenges
Evaluate practitioner duties of diligence, honesty and competence when clients push boundaries
Maintain professional standards without losing client rapport
Resolve ethical dilemmas using real-time judgement and communication skills
