From Complexity to Clarity: Practical IRS Strategies for Tax Pros

Overview

An innovative and interactive session that taps the areas of neuroscience, psychology and biology to understand how science, emotion and ethical decision-making interact. Instead of critiquing how our minds are supposed to work, this session delves into the fascinating world of how our minds work when we face complex problems where a “best choice” doesn’t seem to exist. The talk will also explore why ethical codes have often failed and how to improve individual and organizational ethical reasoning. This course offers NASBA-approved non-technical (behavioral) ethics credit and counts toward your 80-hour CPE requirement; however, it does not satisfy the California Board of Accountancy’s four-hour technical (regulatory) ethics requirement.

Highlights

• automation for accountants
• ethical decision making
• emerging technology trends
• artificial intelligence in accounting

Objectives

• Identify significant legislative and regulatory developments shaping the federal tax landscape, including the expiration of the TCJA and proposed reforms like the Fair Tax Act.
• Recognize shifting IRS enforcement priorities, particularly increased scrutiny of high — income individuals, small businesses, and cryptocurrency transactions.
• Evaluate the implications of proposed Circular 230 revisions, including expanded definitions of disreputable conduct and new requirements for preparer compliance and disclosures.
• Assess the operational and ethical risks tax professionals face amid evolving IRS procedures, taxpayer service goals, and automation trends.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.