OPR Webinar Information

 

The 06/2020 webinar The Office of Professional Responsibility:  Circular 230 and Practicing Before the IRS is now available on the IRS video portal. This webinar covers:

  • What it means to 'practice before the IRS' 
  • The regulations governing such practice (Circular 230)
  • Your due diligence obligations under Circular 230 and other key Circular 230 provisions
  •  Best practices for all tax professionals with respect to clients and the tax administration system

In addition, the Office of Professional Responsibility gave the following presentations at the IRS Nationwide Tax Forums:

2020:

  • Federal Ethics for the Tax Professionals:  Office of Professional Responsibility (OPR) and Circular 230.  Circular 230 contains the standards tax practitioners must abide by when servicing their clients. The OPR administers these standards and makes recommendations for practitioner discipline. This session will the explain the oversight responsibilities of the OPR, describe the difference between OPR and the Return Preparer Office (RPO), and provide an overview of the scope of Circular 230 for those who practice before the IRS.

2019:

  • Diligence in Practice before the IRS: Conducting it Timely and Consistently.  This seminar will highlight the importance of diligence in tax practice. Handling all aspects of clients’ federal tax matters with due diligence is integral to overall compliance with Circular 230. This seminar will discuss Circular 230’s explicit duties of due diligence, as well as other provisions in which diligence is an implicit requirement.

2018:

An older video, The Office of Professional Responsibility: What You Need To Know About Practicing Before The IRS, is also available. In it, Stephen A. Whitlock, Director of the OPR, discusses:

  • Regulations governing tax practice before the IRS (Circular 230, Rev. 6/2014)
  • Due diligence obligations of tax professionals
  • Overview of other key Circular 230 provisions
  • Practitioner responsibilities to their clients and to the Tax Administration System
  • Best practices for all tax professionals
  • Office of Professional Responsibility Policies and Procedures