The Office of Professional Responsibility (OPR) engages in significant outreach activities with external stakeholders, such as attorneys, Certified Public Accountants, Enrolled Agents, and other tax professionals. These outreach events focus on the professional responsibilities and standards practitioners are expected to meet when practicing before the IRS, as well as topics of interest to tax professionals (e.g., Tax Pro Account, Powers of Attorney, etc.). The following OPR webinars are available for viewing: Practice before the IRS: Circular 230 and the Evolving Demands of Professional Responsibility (September 2021) This webinar will cover what it means to "practice before the IRS" and the regulations governing such practice (Circular 230PDF), your due diligence obligations under Circular 230 and other key Circular 230 provisions, and best practices for all tax professionals with respect to clients and the tax administration system. Digital Day - IRS' Online Services - Part II (September 2021) This webinar will provide an overview of the Tax Pro Account and Online Account. Digital Day - IRS' Online Services (June 2021) This webinar will provide an overview of Online Accounts and give a preview of the Tax Pro Account. Uploading Forms 2848 and 8821 with Electronic Signatures (January 2021) This webinar will help you understand new options for submitting third-party authorization forms and signatures electronically, review the step-by-step process for successfully uploading forms, and much more. The Office of Professional Responsibility: Circular 230 and Practicing Before the IRS (June 2020) This webinar covers what it means to "practice before the IRS" and the regulations governing such practice (Circular 230PDF), key Circular 230 provisions including practitioners' due diligence obligations, best practices for all tax professionals with respect to clients and the tax administration system, and the OPR's disciplinary policies and procedures. The OPR gave the following presentations at the IRS Nationwide Tax Forms: Professional Responsibility Obligations when Practicing before the IRS: OPR and Circular 230 (2021) This seminar will introduce Circular 230 and the Office of Professional Responsibility (OPR), define who is a practitioner and practitioner obligations to the client and the IRS, and highlight key provisions of Circular 230 to include due diligence, competency, best practices regarding recordkeeping and data security, and personal tax compliance. Common Issues Presented to OPR and Best Practices to Address Them (2021) This seminar will provide an overview of common practice issues that come before the Office of Professional Responsibility such as conflicts of interest, lack of due diligence, failure to meet standards, and incompetence and disreputable conduct arising from handling clients' federal tax matters, discussing best practices to avoid these issues, and how practitioners can identify, explain, and address these issues.
