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Circular 230

Total Credits: 2.2 including 2.2 Taxes - Technical

Average Rating:
ACPEN Industry Institute |  ACPEN Tax Institute |  IRS Approved |  Tax
Arthur Werner
Course Levels:
2.2 Hrs



Circular 230 details the regulations governing tax practices. This course speaks to the ethical side of those practices. While most areas of your practice are cut and dry, there are many gray areas that if not handled properly, may cost a practitioner penalties or even the loss of a license.

Ethics is a necessary practice in life. This course provides practical steps for a practitioner to translate and implement those every-day life practices into your business, enabling you and your clients to avoid costly consequences.

**Please Note:  If you need credit reported to the IRS for this IRS approved program (2 hours only), please download the IRS CE request form on the Course Materials Tab and submit to

Basic Course Information

Major Subjects
  • Taxpayer Bill of Rights
  • Oversight of the Tax Profession (OPR)
  • Circular 230
  • Practice Before the IRS

Learning Objectives
  • List and define the Taxpayer Bill of Rights
  • Demonstrate ethical practices as they pertain to tax filings
  • Interpret ethical and beneficial planning strategies for clientele

Course Materials


Arthur Werner's Profile

Arthur Werner Related seminars and products

Werner-Rocca Seminars, Ltd.

Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals.  In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University.  Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.

Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For CPAs, Attorneys, EAs, Appraisers, CAAs
Yellow Book No
Course Developer Arthur Werner
Date Added to Catalog 02/12/2020
Original Recording Date 01/30/2020

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Promo Video



Overall:      4.9

Total Reviews: 18


Sarah L

"Speakers made a potentially dry topic accessible and fun. I loved the conversational presentation - could seem stilted, but these two carried it off smoothly. I have used this format (with the letters that populate the certificate page) and found it fair and workable. I liked that the screen showed speakers and slide at same time."

Ana H - Spring, Texas

"The presenters did a good job in presenting the information in an engaging manner. "

Thomas U - Council Bluffs, Iowa

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