IRS Circular 230-2014 Update

About This Course:
Circular 230 is the governing document for all federal tax practitioners and is a must read and understand for accounting professionals.

This update course will navigate the changes from the 2012 courses as well as lay a solid foundation to the framework of the federal regulations.

Join us for this webinar and understand the key definitions, who the regulations apply to, and how to steer clear of trouble with the more and more powerful IRS Office of Professional Responsibility.


Regulation of Practitioners Under Circular 230, Foundation
  • The Law and Regulations
  • Key Definitions and Applicability
  • IRS Oversight Authority, Generally
  • Recordkeeping, CPE, etc.
Selected Key Paragraphs of C230 – Especially New or Revised Areas
  • Tax Practice
  • Representation
  • Opinions and Client Communications
  • Sanction for Violations
  • Duties
Preparer Penalties – 2014 Update
  • IRC 6694
  • Levels of Authority
  • Shelters and Reportable Transactions
  • Sanctions: Civil Appeals and Court Jurisdiction
Case Law, Update and Analysis
  • Loving v. U.S.
  • PTINs, RRTP, Licensing and C230
  • 10.21 Knowledge of Client's Omission – What to Do
  • Very Latest News on IRS Regulation of Tax Professionals
About The Presenters

Douglas L. Klein, CPA, EA
  • Associate director, Tax, and IRS Practice and Procedure Group Leader with SS&G Inc., one of the nation’s largest independent accounting and business consulting firms
  • Issues compliance specialist (especially regarding Circular 230, e-filing, PTINs, and related mandates) and international individual tax and foreign asset reporting; power user of IRS E-services and transcripts
  • Former IRS agent and problem resolution case manager with more than 20 years of experience in public accounting and private industry
  • Saved clients millions in crippling business penalties as a result of IRS representation, including one case of more than $4,000,000
  • Frequent presenter at seminars and attorney bar associations regarding IRS dispute resolution
  • Member of the American Institute of CPAs, National Association of Enrolled Agents, Ohio Society of Enrolled Agents, and the Ohio Society of CPAs as well as being involved in various civic and community organizations
  • Bachelor’s degree, Ashland College
David J. Lewis
  • Director and shareholder of Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. and practices out of the firm’s Northeast Ohio offices
  • Areas of concentration include corporate, individual, partnership, excise, federal tax and state and local tax issues
  • Counsels distribution and technology companies, service, manufacturing, durable medical equipment, internet, food ingredients, metals recycling, farming, processing , and transportation, on a variety of business needs
  • Listed in Best Lawyers in America® and Ohio Super Lawyers; recognized as one of the “Top Attorneys in Business Services” (Tax) in the Corporate Counsel Edition of Super Lawyers Magazine; and achieved the highest rating in the Martindale-Hubbell Law Directory
  • Adjunct professor of the University of Akron faculty and teaches tax practice and procedure to masters of taxation candidates and law students
  • Lectured for University of Akron’s National Tax Institute, Ohio Society of CPA’s, Akron Bar Association, Institute of Management Accountants and the Cleveland Tax Institute
  • Member of Ohio Society of CPAs and past vice-chair of the City of Hudson Board of Zoning and Building Appeals
  • J.D. degree, Cleveland State University, Cleveland-Marshall College of Law, Cleveland, Ohio; B.B.A. degree in accounting, Kent State University
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