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Ethics: A Framework for Dealing with Difficult Issues [2019]
Date: 12/16/2019 Start Time: 12:00 PM (ET) Duration: 100 Min.

Description

Ethics is interesting.

Ethics is fun.

Ethics is…two hours of CE you have to take.

Let’s be honest about it; we are talking about ethics, after all.

Might as well make the most of it? Our 100 minute seminar (equal to 2, 50-minute credit hours) will review ethical concepts along with some practical situations to discuss how the ethics rules apply, with the both humor and real world examples. We will help you to navigate the occasionally complex and confusing situations that present ethical dilemmas to help you understand the best strategies for developing an ethical resolution.

Topics will include:
  • Rules on written opinions
  • IRS Circular 230 guidance
  • Competence rules
  • Review of long standing rules
  • Building an ethical foundation
  • Analysis of practical situations
  • Correction strategies in light of ethical rules
Prerequisites:

There are no prerequisites or other advanced preparation for this program. The speaker will assume that attendees understand the basics of operating 401(k) plans, and a minimum of one year of experience.

Level: Intermediate
Instructional Delivery Method
Group – Internet-Based

NASBA Field of Study: Taxes

Speaker: David Schultz, J.D.

Objectives: After attending this Web seminar, an attendee should be able to:

  • Identify the various types of elective deferral failures
  • Explain how IRS Circular 230 applies to your practice
  • Distinguish between ethical and moral dilemmas
  • Apply ethical principles to a variety of practical situations

How to participate

Please connect at least 10 minutes prior to the event to troubleshoot any issues. You will need a phone and internet access. The graphics presentation and illustrations will be viewed via the web connection, while the presenter's audio portion will be via the telephone. Important Note: The user registrant must be logged in via the internet for CE purposes. Select the "Fees" link on the right side menu of this page for more information.

System Requirements for Webex

WebEx supports both Windows and Mac operating systems. For Windows, we recommend using Internet Explorer 11 or Microsoft Edge browsers. For Mac, we recommend using Google Chrome or Mozilla Firefox browsers. For the easiest connection to the event without the need to download any additional software, try the new Webex web app by clicking on the "Join by browser" link below the login fields. Then connect by telephone as prompted.

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