| Description |
A deep comprehension of your ethical responsibilities is vital to providing superior and compliant service to your qualified plan clients. IRS Circular 230 covers the rules for those who are able to present before the IRS such as Enrolled Retirement Plan Agents. This eSeminar will focus on ethical standards of practice before the IRS and various sections of Circular 230 will be highlighted. This will be enhanced by real-world practitioner examples. This eSeminar will be presented by Bill Grossman, QPA, ERPA, Director of Education and Communications with McKay Hochman. Bill is also Editor of McKay Hochman’s Newsletters, E-mail Alerts and Website www.mhco.com |
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| Fee |
$90.00
first attendee
($49 each additional attendee at same computer)
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Click here for pricing details
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15% discount for NIPA members (discount code required)
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| Course Level |
Intermediate |
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| Prerequisite |
None |
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| CPE Credit |
You may be eligible for 1 CPE credit |
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CPE Statement |
CPE Statement
This seminar, as well as other programs sponsored by McKay Hochman Co., Inc., is generally approved for continuing education credit by National Institute of Pension Administrators (NIPA), American Society of Pension Professionals and Actuaries (ASPPA), Enrolled Retirement Plan Agent (ERPA), Enrolled Agents (EAs), and the Joint Board for Enrollment of Actuaries, and is designed to meet the continuing education requirements for individual professional affiliations.
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| Who Should Attend? |
Retirement Plan Professionals |
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| Duration |
60 minutes |
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| Delivery Mode |
Self-Study |
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| Advance Preparation |
None |
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| Administrative Policy |
Satisfaction guaranteed. If you are not completely satisfied with this eSeminar, we will provide you with a credit toward another McKay Hochman educational program. Email seminars@mhco.com with your comments, suggestions, or complaints. |
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| Cancellation Policy |
An eSeminar may be canceled prior to the class material being provided. There will be a cancellation processing fee of $40. There are no cancellations after the material has been provided. Substitutions are allowed. |
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NIPA members entitled to the discount rate, please call (973) 492-1880 or email seminars@mhco.com to obtain a discount code. |
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