Ethical tax practice is not just about compliance; it is about maintaining professional integrity and safeguarding clients’ interests while adhering to the tax laws. This ar... Josh Youngblood, EA
How was your “ethics footprint” during the last tax season?i We experienced several difficulties during the season. We never knew if there would be a tax bill with retroactive changes and if the government would shut down. N... Ruth Ann Michnay, EA, CPA, USTCP
As tax professionals, we sit at the crossroads of expertise, trust, and ever-changing rules and regulations. Our clients count on us to interpret complex tax laws, optimize their financial outcomes,... George Dandridge Jr., EA
I could not resist the title reference to the West Side Story lyric. Seriously, though, the last Circular 230 revision was dropped in June 2014, so we are long overdue. We proposed changes published in the Federal... Phyllis Jo Kubey, EA
Conflict of interest is an ongoing area of concern to the Office of Professional Responsibility (OPR), and it comes up more often than one might expect. Suppose a practitioner is not proactively alert for signs that a conflict mi... Jennifer MacMillan, EA