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. 
* Student must pass final exam with a score of 70% or higher to earn CEUs


Dan Pilla

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