Description: In this Ethics session we will cover the rules for the use or disclosure of taxpayer's confidential tax information, as well as the rules, expectations, and best practices to ensure the confidentiality of client's personal and financial information.
S02-IRC §7216 Disclosure & Client Confidentiality
Wednesday, June 26 | 10:10 am - 11:50 am
2 hours Ethics (EA, ERPA, CRTP, OTRP)
2 hours Behavioral Ethics (CPA)
1.75 hours Ethics (Attorney – CA Bar MCLE)
2 hours (CSEA/NAEA)
CFPs: 0 hours - this session is NOT a CFP Board approved Ethics program
Speaker: Kevin C. Huston, EA, USTCP, MBA, ChFC, CLU
1. Learn how to stay in compliance with IRC §7216
2. Discuss best practices to ensure that client's information remains confidential.
3. Review tools and office procedures to systematize confidentiality
Learning Level: All learning levels
Advanced Preparation: None