Date: September 25, 2024
Time: 2pm – 3pm
Subject: IRS Digital Tools – “Tax Pro Account” and “Upload Portal”
Presenter: Joseph McCarthy, our CT IRS Stakeholder Liaison
Description: The IRS has been creating a lot of great tools for tax professionals in order to streamline processes. Joe will be giving us an update on what the tools look like and how they can be utilized by tax preparers.
CE: this is an IRS webinar, no CE
Cost: Free

Date: October 24th, 2024
Time: 2pm – 4pm
Subject: FOIA vs. Disclosure
Presenter: Angelene Weirzbic, E.A.
Description: tba
CE: 2 hours of CE
Cost: free to members, $25 to non members

Date: November 15th, 2024
Time: tba
Subject: Tax Policy Implications of the Election Results
Presenter:
Description: tba
CE: 1 hour of CE
Cost: free to members, $25 to non members

Date: November 21st, 2024
Time: tba
Subject: Ethics
Presenter: Robert Kerr, E.A. Former President of NAEA
Description: An Ethics Primer for the Circular 230 Practitioner (2.0 CE): This course approaches ethics conceptually, asks participants to consider the prism they use when considering their own ethical practices, and then highlights various tax practitioner codes of ethics, Circular 230, and tax code provisions to discuss ethics applied to tax professionals. The class will discuss several ethics hypotheticals. Office of Professional Responsibility disciplinary process will also be reviewed.
CE: 2 hours CE
Cost: free to members, $25 to non members