Ethics & Professional Conduct

FTB July 2018 Tax News 

Stay ahead of the curve on important issues that affect your tax practice, including a reminder not to share your MyFTB account.

New Approved Enrolled Agent Logo Now Available 

The IRS is providing a new Enrolled Agent logo that EAs may use in marketing materials. The new logo replaces a logo that the IRS created in 2012.

Planning for Incapacity 

People often equate incapacity with aging; however, it can strike at any time. Having the right forms in place is essential for all of us, not just for older people. This article details why it is important to...

Products and Services: What Do You Do? 

It is not uncommon for an Enrolled Agent or other tax practitioners to take on every type of client that walks in the door. On top of supervising employees, tax representation and bookkeeping...

What is Your License Worth? 

Have you ever thought about what your Enrolled Agent’s license is worth to you? I’m not talking about the value of a tax practice, but the license itself issued by the IRS Office of Professional Responsibility (OPR). It doesn’t matter whether you hav