2023 Ethics Webinar Series

Date -
Location - Virtual

Event Description

TEI is excited to announce our inaugural TEI Webinar Series: Ethics CPE for Tax Professionals. The series consists of three practical and relevant ethics sessions focused on best practices in making ethical decisions in the tax practice, how to minimize risk arising in the discovery of filing mistakes and exploring key Circular 230 concepts and practical takeaways. The Webinars will be hosted via Zoom on December 18, 19 and 20 at Noon ET each day. The Webinars are open to TEI Members and those eligible for TEI Membership, you may purchase the full series of three sessions, or each webinar session can be purchased individually.
Monday, December 18, 2023 - 12:00 - 1:00 pm ET
Session #1 - Tax Ethics in a Dynamic Professional Environment
Pragmatic advice and best practices for incorporating ethical decision-making into the practice of tax. This session will include a review of the intersection between personal and professional ethics and discussion of a framework through which to approach ethical challenges faced by tax professionals. Examples included in the session will examine the application of professional standards to situations that may arise in the tax world such as misinterpretations by taxing authorities and taxpayers during audits, and discovery that information initially provided to a tax authority during an audit was incorrect.
Dan De Jong | Managing Director, State and Local Tax | KPMG LLP
Chris Whitcomb | Managing Director, Tax Controversy and Dispute Resolution | KPMG LLP
Tuesday, December 19, 2023 - 12:00 - 1:00 pm ET
Session #2 - Mistakes Were Made: Considerations for Addressing Errors in Tax Filings
This session will address the legal and ethical obligations that arise from the discovery of mistakes in tax returns and other filings. The panelists will discuss the potential penalties, avenues for relief and best practices to minimize risk.
Todd Betor | Partner | Eversheds Sutherland LLP 
Mary Monahan | Partner | Eversheds Sutherland LLP
Wednesday, December 20, 2023 - 12:00 - 1:00 pm ET
Session #3 - In House Ethics Questions:  5 Answers You Should Know
This presentation will explore key Circular 230 concepts and provide practical takeaways to answer each of the following 5 questions that face in house tax professionals.
1. I'm not a lawyer, I'm not a CPA, can I represent my company before the IRS?  
2. Can I rely on others to respond to the IRS or do I have to verify everything myself?
3. The IRS just asked for everything.  What are my obligations for a response?
4. Can I defend a weak position before the IRS?
5. My boss wants my analysis in writing.  What are my obligations for written advice?
Bill Colgin | Partner | Holland & Hart LLP
Registration is now open.  Click the blue button above to register.

CPE/CLE Information

CPE Credit Information: Tax Executives Institute Education Foundation is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of “group live based” continuing professional education on the National Registry of CPE Sponsors.
Date: December 18-20, 2023 (1 sessions per day)
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Field of Study: Regulatory Ethics 
Advanced Preparation: No advanced preparation required
CPE Credits possible: Approximately 1.0 CPE credits per session or 3.0 CPE credits for the full series based on a 50-minute hour.
Sponsoring Organization: Tax Executives Institute, Inc. TEI Education Fund, 1200 G. Street, NW, Suite 300, Washington, DC 20005
State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. To submit a complaint about a specific program, speaker or content, please email meetings@tei.org. Complaints regarding sponsors may be addressed to National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN 37219-2417. Website: www.nasbaregistry.org
For more information regarding administrative policies such as complaint or refund, or for questions related to this or other TEI events please contact TEI, directly, at 202.638.5601 or meetings@tei.org.
** CPE certificates will be emailed out within two weeks of the completion of the entire series.   


To register, click on the blue "Register" button at the top of the meeting page to register.
Full Series - 3 Sessions
TEI Member price - $125
Non-Member price - $200
Single Session - Per Session
TEI Member price - $50
Non-Member price - $75
Group Registration (or registering someone other than yourself) - To register a group or to register someone other than yourself, please complete and send back a registration form for each registrant.
Member rates are available to TEI members only. Member benefits, such as member pricing, are not transferrable to non-members.
Need to renew? Visit www.tei.org, login, and select "Membership Expired -- Rejoin Today" above your profile.
Not a member? Learn more about the benefits of membership and join today to save on this event and gain access to all TEI member benefits and TEI educational offerings.
REMINDER:  TEI Events are open to members of TEI and other in-house tax professionals only. Individuals engaged in private law, accounting, or other consulting practice are eligible to attend.  Government employees are also ineligible to attend.

Cancellation and Substitution Policy

Cancellation - All cancellations must be received in writing by December 15, 2023 to meetings@tei.org.
Cancellations will be subject to a $25 cancellation fee. There is no partial refunds if you can only attend some of the sessions.  
Substitutions may be made prior to the start of the series, however there is no partial registrations or sharing of registration for CPE purposes.  Substitutions requests should be emailed to meetings@tei.org and are subject to a $25 fee.