Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Circular 230 Changes: What Practitioners Need to Know

1:00:44
 
Share
 

Manage episode 473058515 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to Federal Tax Updates
  • (02:04) - Introducing Special Guest Bob Kerr
  • (03:16) - Overview of Circular 230
  • (04:43) - Proposed Changes to Circular 230
  • (15:01) - Contingent Fees Debate
  • (30:18) - Limited Practice Discussion
  • (36:10) - Voluntary IRS Programs and Their Impact
  • (37:58) - Competency and Practitioner Requirements
  • (39:21) - Knowledge of Errors and Omissions
  • (42:19) - Proposed IRS Regulations and Practitioner Responsibilities
  • (49:29) - Best Practices and Circular 230
  • (57:18) - Conclusion and Future Expectations

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with Bob Kerr
https://kerr.tax/about-us/
https://www.linkedin.com/in/kerr-robert

Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

  continue reading

67 episodes

Artwork
iconShare
 
Manage episode 473058515 series 3436441
Content provided by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Roger Harris, EA, Annie Schwab, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Roger and Annie welcome guest Bob Kerr to discuss proposed changes to Circular 230, the regulations governing practice before the IRS. They explore contentious issues including contingent fees being classified as "disreputable conduct," expanded rights for non-credentialed preparers, and new requirements for reporting client errors. Bob shares insights from the recent hearing and explains why practitioners shouldn't expect final regulations until at least 2026.

Sponsors
Padgett - Contact Padgett or Email Jeff Phillips


  • (00:00) - Welcome to Federal Tax Updates
  • (02:04) - Introducing Special Guest Bob Kerr
  • (03:16) - Overview of Circular 230
  • (04:43) - Proposed Changes to Circular 230
  • (15:01) - Contingent Fees Debate
  • (30:18) - Limited Practice Discussion
  • (36:10) - Voluntary IRS Programs and Their Impact
  • (37:58) - Competency and Practitioner Requirements
  • (39:21) - Knowledge of Errors and Omissions
  • (42:19) - Proposed IRS Regulations and Practitioner Responsibilities
  • (49:29) - Best Practices and Circular 230
  • (57:18) - Conclusion and Future Expectations

Get NASBA Approved CPE or IRS Approved CE
Launch the course on EarmarkCPE to get free CPE/CE for listening to this episode.

Connect with Bob Kerr
https://kerr.tax/about-us/
https://www.linkedin.com/in/kerr-robert

Connect with the Roger and Annie on LinkedIn
https://www.linkedin.com/in/rogerharrispbs/
https://www.linkedin.com/in/annie-schwab-852418261/

Review
Leave a review on Apple Podcasts or Podchaser

Subscribe
Subscribe to the Federal Tax Updates podcast in your favorite podcast app!

This podcast is a production of the Earmark Media

  continue reading

67 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play