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UID:243669imp
DTSTAMP:20260416T031029Z
DTSTART:20270428T190000Z
DTEND:20270428T210000Z
SUMMARY: Ethics: Court Orders\, Confidentiality\, and Compliance
DESCRIPTION: Tax professionals often find themselves navigating complex ethical terrain when responding to court-ordered summonses\, especially in emotionally charged settings like divorce. This course explores the ethical obligations and legal boundaries that govern the disclosure of taxpayer information\, with a focus on IRC 7216 and 6713\, Circular 230\, and the Gramm-Leach-Bliley Act (GLBA).

Through scenario-based learning and practical analysis\, participants will examine how ethical principles intersect with legal mandates and how to maintain professional integrity when faced with conflicting client interests\, ambiguous court orders\, or pressure to over-disclose. This course emphasizes informed consent\, scope limitations\, and the preparer's duty to protect confidentiality even when disclosure is legally permitted.  This course provides the tools and frameworks needed to make sound decisions\, avoid regulatory pitfalls\, and uphold the highest standards of practice in sensitive legal contexts.


This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
CLASS:PUBLIC
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