Many changes have taken place for business professionals due to COVID-19. Most workplaces have transitioned to fully remote operations, and there is an abundance of new rules and regulations to navigate through. In these difficult times, accounting and tax professionals must especially stay up to date on ethical practices and new quality control procedures.

In this practical webinar, you will explore new changes to the ethics world and discuss how accountants can maintain an ethical practice. You will also review Circular 230 and examine new ethical tax procedures.

Upon course completion, you will be able to:

  • Prepare for new changes in the ethics world
  • Identify the rules that apply to taxes
  • Locate resources for tax ethics
  • Develop quality control procedures for your tax practice
  • Apply the rules for Circular 230 to real-life examples
  • Maintain an ethical tax practice

Prerequisites: None

Program Level: Intermediate

Field of Study: Business Management & Organization

Credit Type: Group-Based for the Live Program; QAS Self-Study

This course is eligible for CLE, CPE (Live) and EA credit. Please be sure to check the Credits tab prior to enrolling to confirm this course has been pre-approved for credit in your state.

Faculty Member
Nicholas Preusch
PBMares, LLP

Nicholas Preusch, CPA, JD, LLM, is a tax manager with PBMares, LLP. Nicholas has worked with the Internal Revenue Service as a Revenue Agent and an Attorney with the IRS Office of Professional Responsibility. Nicholas has authored publications for the AICPA’s Journal of Accountancy, AICPA’s Tax Advisor, NATP’s Tax Pro Journal, and CCH’s Journal of Tax Practice and Procedure. He also co-authored a textbook, Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson Reuters. Nicholas has been recognized as the Top 5 Under 35 CPAs in Virginia, and is a member of the VSCPA’s Tax Advisory Committee and the AICPA’s Tax Practice and Responsibilities Committee. Nicholas is an adjunct professor with the University of Mary Washington. He is a graduate of Carthage College, University of Connecticut (M.S. in Accounting), Case Western Reserve University School of Law (J.D.), and Georgetown University (LLM in Taxation).

CLE Credits (Law)

Credit Value Type Format
NALA - - Credit not available
NFPA - - Credit not available
AL 1.3 Ethics
On-Demand/Recording
AK 1.25 Ethics
On-Demand/Recording
AR Not Available Ethics
On-Demand/Recording
AZ 1.25 Ethics
On-Demand/Recording
CA 1.25 Ethics
On-Demand/Recording
CO 1.5 Ethics
On-Demand/Recording
CT 1.25 Ethics
On-Demand/Recording
DE 1.3 Ethics
On-Demand/Recording
FL 1.5 Ethics
On-Demand/Recording
GA 1.3 On-Demand/Recording
HI 1.25 Ethics
On-Demand/Recording
IA 1.25 Ethics
On-Demand/Recording
ID 1.25 Ethics
On-Demand/Recording
IL 1.25 Ethics
On-Demand/Recording
IN 1.3 Ethics
On-Demand/Recording
KS Not Available Ethics
On-Demand/Recording
KY 1.25 Ethics
On-Demand/Recording
LA 1.3 Ethics
On-Demand/Recording
ME 1.25 Ethics
On-Demand/Recording
MN 1.25 Ethics
On-Demand/Recording
MO 1.5 Ethics
On-Demand/Recording
MS Not Available Ethics
On-Demand/Recording
MT 1.25 Ethics
On-Demand/Recording
NC 1.25 Ethics
On-Demand/Recording
ND 1.25 Ethics
On-Demand/Recording
NE 1.3 Ethics
On-Demand/Recording
NH 1.25 Ethics
On-Demand/Recording
NJ 1.5 Ethics
On-Demand/Recording
NM 1.2 Ethics
On-Demand/Recording
NV 1 Ethics
On-Demand/Recording
NY 1.5 Law Practice Management (NY)
On-Demand/Recording
OH 1.25 Ethics
On-Demand/Recording
OK 1.5 Ethics
On-Demand/Recording
OR 1.25 Ethics
On-Demand/Recording
PA 1 Ethics
On-Demand/Recording
RI 1.5 Ethics
On-Demand/Recording
SC Not Available Ethics
On-Demand/Recording
TN 1.25 Ethics
On-Demand/Recording
TX 1.25 Ethics
On-Demand/Recording
UT 1 Ethics
On-Demand/Recording
VA Not Available Ethics
On-Demand/Recording
VT 1.25 Ethics
On-Demand/Recording
WA 1.25 Ethics
On-Demand/Recording
WI 1.5 Ethics
On-Demand/Recording
WV 1.5 Ethics
On-Demand/Recording
WY 1.25 Ethics
On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

Accounting Credits

Credit Value Field of Study Format

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. 

CPE Credit - Maximum Credit Hours: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

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You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

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Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

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