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VERSION:2.0
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METHOD:PUBLISH
PRODID://NDCP//509297
BEGIN:VEVENT
DTSTAMP:20260531T142059
VTIMEZONE:America/Chicago
DTSTART:20261202T190000Z
DTEND:20261202T204600Z
UID:509297
SUMMARY:Ethics: Court Orders, Confidentiality, and Compliance
LOCATION:Webinar
DESCRIPTION:Ethics: Court Orders, Confidentiality, and Compliance\n\n12/02/26 01:00 PM CST\n - 12/02/26 02:46 PM CST\Description:\nThis course examines the ethical and legal responsibilities of tax professionals when responding to court orders, summonses, and other legal demands for taxpayer information. Participants will review the statutory and regulatory framework governing confidentiality and disclosure, including IRC §§7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law and professional standards. Through practical analysis and scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings, and conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent and scope limitations, and protecting taxpayer confidentiality while complying with legal mandates.
 *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com
  
  
 Speakers:Mary Jane Hourani, MM, EA\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Ethics: Court Orders, Confidentiality, and Compliance<br /><br />12/02/26 01:00 PM CST - 12/02/26 02:46 PM CST<br />Description:<br /><p>This course examines the ethical and legal responsibilities of tax professionals when responding to court orders, summonses, and other legal demands for taxpayer information. Participants will review the statutory and regulatory framework governing confidentiality and disclosure, including IRC &sect;&sect;7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act (GLBA). The course explains when disclosure of taxpayer information is permitted, restricted, or prohibited under federal law and professional standards. Through practical analysis and scenario-based discussion, participants will examine common situations involving divorce proceedings, mediation settings, and conflicting client interests. Emphasis is placed on evaluating disclosure requests, applying ethical decision-making frameworks, maintaining proper client consent and scope limitations, and protecting taxpayer confidentiality while complying with legal mandates.<meta charset="UTF-8" /></p>

<p dir="ltr"><strong>*Please Note:&nbsp; If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to terri.storer@acpen.com</strong></p>

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<br><b>Speakers:</b><br>Mary Jane Hourani, MM, EA<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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