Care and Feeding of your PTIN Series – Session 3 – The Responsibilities, Rights, & Privileges of an RTRP

Registered Tax Return Preparers (RTRP) are facing an array of rules and regulations. While some people say they are not getting information about their obligations; others say there is too much information. It can be hard to get straight answers. Our goal is to provide you with a clear understanding of your new responsibilities and privileges as an RTRP.

THIS CLASS HAS BEEN POSTPONED UNTIL JANUARY.
STAND BY FOR THE NEW DATE.

(For information on how to maintain your RTRP, please replay our previous courses.)

Who Should Attend
Registered Tax Return Preparers, provisional  PTIN holders and those who employ them.

Instructors:
Eva Rosenberg, EA – Dean of TaxMama’s IRS Exam Review Courses
Sharon D. Sanders, IRS – Senior Stakeholder Liaison Specialist

Topics Covered

  • · Circular 230- The Tax Professional’s Bible
  • · Fundamental Practice Ground Rules for RTRPs
  • · Responsibilities and Privileges Granted to RTRPs
  • · Absolute No-Nos
  • · Deadlines to Renew PTIN and Pass RTRP

 

Learning Objectives

  • · Introduction to Treasury Circular 230.
  • · Understanding the difference between a tax preparer and a practitioner
  • · Understanding how Circular 230 applies to RTRPs
  • · What provisions only apply to practitioners.
  • · Penalties that apply to RTRPs and their bosses
  • · What’s if you fail the exam?
  • · Reminder to Renew PTIN and Pass RTRP Exam

Level
Basic

IRS Field of Study
Ethics

Program Prerequisites
None

Advance Preparation
None

 

IRS CE PROVIDER # HCGAM-E-00029-12-O