Live Web Seminar
Professionalism for Retirement Plan Professionals
Each Enrolled Retirement Plan Agent is required to complete a minimum of 16 hours of continuing education credits, including 2 hours of ethics or professional conduct, each year of an enrollment cycle. This seminar is designed to provide 1 credit hour of professional conduct. We will discuss what Circular 230 is, what constitutes practice before the IRS, and who can practice before the IRS, including the differences between unrestricted and restricted practice before the IRS. We will also discuss the functions of the IRS’ Office of Professional Responsibility, conduct which could result in censure, suspension or disbarment from practice before the IRS, and the sanctions for violating Circular 230. This seminar is 60 minutes long and is designed to meet ASPPA’s and NIPA’s requirements for 1 CE credit. To receive 1 ERPA CE credit, you must attend one of the live sessions.
Email any questions which you would like to have addressed during this seminar to seminars@qualifiedpensionconsulting.com.
General Outline of This Program:
Overview of Circular 230
What constitutes practice before the IRS
Who can practice before the IRS
Admission by examination or employment
Restricted or unrestricted practice
Functions of the IRS Office of Professional Responsibility
Conduct which could result in Censure, Suspension or Disbarment
Sanctions for violating Circular 230
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Registration Information
Payment Information
Payment can be made by check or by credit card.
Payment information can be obtained when we contact you for confirmation of your registration, or you
can pay by credit card after registering.
Cancellation Information
Registration can be cancelled for a full refund if cancellation is received by 5 days before the webinar.
Refunds will not be made if cancellation is made within 5 days of the date of the webinar.
Satisfaction Guaranteed:
If you are not completely satisfied with this live web seminar, we will provide you with a credit
toward attending another live web seminar sponsored by QPC.
Please contact us at sales@qualifiedpensionconsulting.com with your comments, suggestions, or complaints.
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