Understanding and Avoiding Conflicts of Interest and Ascertaining “Reasonable Fees”

Author: Dan Pilla
Level: Advanced
Study time: 1.25 hrs

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Course overview

This course addresses essential considerations for avoiding conflicts of interest. Special emphasis was placed on potential and actual husband/wife conflicts and conflicts arising from corporation tax issues, including especially the Trust Fund Recovery Penalty. We also address is the Tax Court Rules of Practice regarding the process of avoiding conflicts of interest. Next this course addresses the ethical considerations encompassed in the professional responsibility to charge fees for services that are “reasonable.” Specifically, we address IRS Circular 230 governing the practice before the IRS of attorneys, CPAs and Enrolled Agents as it relates to the charging fees.

Video time: 1.25 hours
Exams: 1
Course notes: 1 PDF
Continuing Education: 1 Ethics Credit*

What's included?

1.25 Hours of Video
1 Certificate (1 CEU)*
4 Interactive Review Questions
1 Final Exam
1 Course Outline PDF

Become an Expert

You will learn how to effectively handle conflicts of interest and ascertain "reasonable" fees.

Develop more business

Effective handling of IRS issues can lead to raving testimonials around your community.

Courses

Dan Pilla

Tax Litigation Expert and Author of "#1 Tax Book In America" by The Wall Street Journal

ABOUT Dan

Dan Pilla is the world's foremost authority on the subject and practice of tax resolution. With 40+ years of experience and a competitive spirit, Dan has seen and resolved every kind of tax problem imaginable. He began beating the IRS as an 18-year-old young man, and he's been beating them ever since.

Dan is known by many as the "father" of the tax resolution industry... and for good reason. Tax resolution practitioners around the nation have based their methods and practices off the work Dan completed in the early 80s. Nobody stays on top of the IRS and the current tax code like Dan Pilla.

Who we are

We are committed to creating and continuously improving effective learning methods to educate American Taxpayers and Tax Professionals.

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Celina Belizan is an MBA, entrepreneur and early stage investor, turned knowledge broker, Tony Robbins trained master coach, and consciousness educator. A “brilliant strategist” she is known for her ability to translate the latest in neuroscience and psychology into digestible and actionable strategies that drive mindset shifts and behavioral change in systemic ways.

She’s a dynamic speaker and coach who skillfully blends a wide range of experience in business, finance and entrepreneurship, with her approach as a researcher and scholar.

She’s spent hundreds of hours with teams from startups to investment firms, observing and analyzing clear behavioral trends behind the happiest and most successful people, and the most successful and unhappy people. Now through her programs, events and collaborations, she is leveraging the latest insights in high performance, personal development, and science backed eastern wisdom, into commercially sound strategies for individuals, families and companies to do their best work (by putting emotional intelligence center stage).

An active angel investor and mentor to many early stage CEOs, she started her career as an actress, but spent most of the next decade working with technology startups in NYC investing firms and then as a founding member of several companies.

She graduated phi beta kappa, magna cum laude from Vanderbilt University, and holds graduate degrees from the New York University’s Stern School of Business and the London School of Economics. A self-described nerd, she obtained her 800 hour Jivamukti Yoga Teacher certification, but never planned to teach yoga. She did however become the first non-founder CEO of Jivamukti International which included 30+ centers around the world.

A board certified Strategic Interventionist and a neurofeedback practitioner, she most recently completed years of intensive study under Dr. Shefali Tsabary, the world renowned clinical psychologist & pioneer of Conscious Parenting. By synthesizing the themes and concepts of the neuroscience, personal growth, human-organizational dynamics, and emotional intelligence fields, along with cutting-edge scientific research, Celina delivers her message in a way that is both accessible and attainable.

Angelica Williams- The Style Liberator

The world of fashion can be a fascinating, but very intimidating arena. With so many stylists fighting for the spotlight to be on their creativity, not many take the time out to pour back into those who are inspired by them. Their focus on being set a part is strictly geared towards what they wear, not who they help.

Angelica Williams has taken the fashion world by storm in such a short period of time. Not only is she the owner and chief visionary of Style To Go, her fashion consulting firm, she is also an aspiring author who has been featured in a variety of magazines.

With her passion for fashion not being based solely on her impeccable sense of style, she has been able to activate her vision to help others break free of the chains enslaving them to the bondage of their grim wardrobes. Hence her title: The Style Liberator.

Angelica believes that the way we dress is a direct expression of how we feel and how the world views us. In 2017, Williams launched her own T-Shirt Company, Style Sevyn, which has allowed her to produce hundreds of T-Shirts for a growing clientele that includes local and several out of state patrons. After the launch of Style Sevyn, Angelica was compelled to help other T-Shirt designers have the opportunity to receive much needed exposure. As a way to show case their talent and promote a culture of support in her community, Angelica hosted the first “All About the Tee” fashion show in October of 2017. The fashion show also served as a networking mixer, allowing local small businesses to debut their products and build connections. She even used the event as an opportunity to provide runway experience for up and coming models in the area.

Although she is a well-known Beauty Influencer, fashion is not her only platform. Angelica is a marketing and branding powerhouse with a plethora of knowledge regarding the ins and outs of being an entrepreneur. As a serial entrepreneur herself, Williams recently debuted her most current community efforts, the She Has a Boss Hustle mentorship academy. In this academy, she is mentoring female entrepreneurs. She is guiding them on their journey to owning and operating their own businesses. She Has a Boss Hustle is an enrichment and professional development academy that caters to those who have the desire to become a business owner or want to enhance their current business strategy. Williams is empowering, teaching, and guiding women in topics ranging from the entrepreneur's mindset, business planning, and effective social media marketing. To date Angelica has helped launch and grow 150 businesses.

Angelica is the owner of iW.I.N brand which is the umbrella brand for iW.I.N Consulting Group and iW.I.N Tax Group. Both groups assist businesses and brands with anything from tax prep and bookkeeping to full scale marketing and event planning services.

With that being said, Angelica has taught business classes as a SBA/SCORE business expert. Through the SBA and SCORE, Angelica has had the opportunity to mentor and teach alongside some of the most seasoned business owners in North Central Florida. She is also one of very few African American women to serve in this capacity. With all her accomplishments in the business world, she was nominated for and has accepted her spot on the NSBA (National Small Business Association) Leadership Council where she advocates for small businesses across the country.

With a heart for people, especially youth, and having walked down some of the same paths as many others; heart- break, depression, low self-esteem, and everyone’s all-time least favorite: financial hardship, Angelica found solace in being determined to not look like what she had gone through and has worked hands on with others to ensure that they don’t either! Being there, doing that… embracing her trials and turning them into triumph is what has made her into the fashion and entrepreneurial giant she is today.

She didn’t allow her struggles to keep her stranded, instead she allowed them to lead her right into her calling of helping others. Each year, Angelica hosts the IAMHeiress/IAMHeir Prom Giveaway. Williams is the founder of this program and with the help of local vendors, she provides prom attire and a photoshoot for local high school students nominated by their community. She serves as Assistant Youth Director for the More Sure Word Association under the leadership of Apostle Curtis Lake III.

Although her accomplishments speak for themselves, Angelica was announced ACHI Magazine’s Fashion Designer of the Year in March of 2018. She humbly accepts the “respeck” that is put on her name! She is also the 2019 Nominee for the Woman of Vision and Purpose by Gainesville Black Professionals. Williams is also the 2019 nominee for the Woman of Influence and Mentor of the Year by Atlanta based, ACHI Magazine. This magazine is distributed throughout the South Eastern region, promoting women empowerment and sisterhood. This nomination is an extreme honor because Angelica is the founder of "Pray. Laugh. Slay", a yearly women's empowerment event that focuses on cultivating the beauty within every woman and helping her portray to the world!

When not engaged in the day-to-day operations of the firm, teaching, or speaking engagements, Angelica enjoys spending time with her three beautiful children, including one who is Autistic. Angelica also serves as youth minister at her church, The Hope of Glory, where she enjoys leading young people to Christ. Angelica also savors snuggling up with a good book, attending personal development seminars and researching emerging topics in her industry- even in her spare time, she is committed to better serving others!