Instructor
Charles Montecino
Instructor
Charles K. Montecino is a Certified Public Accountant and Certified Tax Resolution Specialist with over 40 years of experience in public accounting. Over the past 25 years, he has
specialized in helping clients resolve complex IRS issues, earning him the nickname “The Tax Problem Solver.” He is known for his patient and non-judgmental approach, making his clients
feel comfortable even when addressing tough tax situations. In 2008, Charles was honored with the Top Practitioner Award by the American Society of Tax Problem Solvers.
Charles is licensed in both New Jersey and Pennsylvania and holds the Chartered Global Management Accountant (CGMA) designation. He is an active member of the AICPA, NJCPA,
PICPA, and the American Society of Tax Problem Solvers. When he is not helping clients navigate the complexities of tax law, Charles enjoys spending time with his wife, children, and
grandchildren, watching the Philadelphia Phillies and Eagles, golfing, and fishing.
This comprehensive four-hour course takes CPAs beyond the basics, diving deep into the ethical quandaries that professionals face. Beyond just the rules of Circular 230, you'll explore a variety of ethical issues, discovering the best ways to handle them with integrity and wisdom. The course provides a dual focus: understanding your obligations under Circular 230 and tackling wider ethical challenges that can arise in your day-to-day work.
With real-world scenarios and interactive discussions, you'll come away with practical solutions and the confidence to make the right decisions, keeping your practice ethical and your professional standing secure.
• Define key terms and concepts within Circular 230.
• Identify common ethical challenges in tax practice.
• Classify different types of professional conduct under Circular 230.
• Apply Circular 230 regulations to real-world scenarios.
• Demonstrate how to handle conflicts of interest ethically.
• Evaluate the implications of confidentiality and due diligence in practice.
• Construct strategies for maintaining independence in professional judgment.
• Apply ethical decision-making frameworks to resolve professional dilemmas.
• Taxpayers' rights and protections
• Professional oversight in tax practice
• Navigating Circular 230 complexities
• Ethical practice before the IRS
• Preparer roles and responsibilities
• Compliance with rules on written advice
• Ensuring client confidentiality
• Upholding best practices in tax preparation
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CPAs, and EAs