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Ethics, Opportunity & Education - The Obligations of Tax Professionals: Instructor: George Dandridge

Ethics: “Exceeding the Expectation and Circular 230 Considerations”

Discusses the professional responsibility, limitations and expectations of what it means to be a Tax Professional.

  • Opportunity: “Tax Professionals Role and Impact in the Community”

Discusses how Tax Professionals are uniquely positioned to help communities in financial literacy, and the industry opportunities beyond tax preparation.

  • Education: “How to Secure Your Future in an Evolving Industry” 

Discusses the future responsibilities of Tax Professionals, the AFSP program as a minimum standard, and the on-going investments in maintaining a professional standard.