Ethics: Court Orders, Confidentiality, and Compliance (C74590)

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Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

05/11/2026

Registration Open:

12:00 AM - 2:30 PM

Time:

2:30 PM - 4:30 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Regulatory Ethics (2.00)

Level of Knowledge:

Basic

Price:

Member: $89.00
Nonmember: $109.00

Individual Discounts:

Not Available

Overview

After attending this presentation, you will be able to...

&bull: Interpret ethical obligations under IRC §:§:7216 and 6713, Circular 230, and the Gramm-Leach-Bliley Act when responding to court orders.
&bull: Distinguish between legally permissible disclosures and ethically questionable conduct in mediation settings.
&bull: Apply ethical decision-making frameworks to real-world scenarios involving dual representation and conflicting client interests.
&bull: Implement best practices for protecting taxpayer confidentiality while complying with legal mandates.
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Highlights

The major topics that will be covered in this course include:

&bull: When and how a court order permits disclosure of tax return information under IRC §:7216 and §:6713.
&bull: The scope and limitations of disclosure under Circular 230 and the Gramm-Leach-Bliley Act (GLBA).
&bull: Best practices for responding to court orders while maintaining compliance and minimizing liability.
&bull: Risks of over-disclosure and unauthorized communication during mediation proceedings.
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Speaker(s)

Prerequisites

None