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DTSTAMP:20260515T121201Z
DTSTART:20270415T140000Z
DTEND:20270415T160000Z
SUMMARY: Ethics: Court Orders\, Confidentiality & Compliance
DESCRIPTION: This course examines the ethical & legal responsibilities of tax professionals when responding to court orders\, summonses & other legal demands for taxpayer information. Participants will review the statutory & regulatory framework governing confidentiality & disclosure\, including IRC 7216 & 6713\, Circular 230 & the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted\, restricted\, or prohibited under federal law & professional standards. Through practical analysis & scenario-based discussion\, participants will examine common situations involving divorce proceedings\, mediation settings & conflicting client interests. Emphasis is placed on evaluating disclosure requests\, applying ethical decision-making frameworks\, maintaining proper client consent & scope limitations & protecting taxpayer confidentiality while complying with legal mandates.

Please Note: If you need credit reported to the IRS for this IRS approved program\, please download the IRS CE request form on the Course Materials Tab & submit to terri.storer@acpen.com\n  Note: This course qualifies to count toward the WICPA membership Ethics CPE requirement. \n  
CLASS:PUBLIC
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