This webinar explores the intersection of Circular 230 regulations and Federal Trade Commission (FTC) rules as they apply to the ethical considerations in advertising by tax professionals. The session aims to equip tax professionals with the knowledge to ethically promote their services while strictly adhering to regulatory requirements, ensuring trust and transparency with clients.

Attendees will gain a deep understanding of how these two regulatory frameworks overlap and the guidelines they must follow to ensure their marketing practices are both ethical and compliant.

Key topics include:

Overview of Circular 230: Understanding the specific provisions of Circular 230 that govern the conduct of tax professionals, focusing on the standards related to the practice before the IRS, particularly those regulating advertising and solicitation behaviors.

FTC Advertising Guidelines: A detailed look at the FTC rules that affect advertising, including the principles that ensure advertising is truthful, not misleading, and backed by evidence, particularly in the context of tax services.
Compliance Challenges: Identifying common compliance issues faced by tax professionals when advertising their services and how to address these challenges effectively.

Compliance Strategies: Practical strategies for aligning marketing practices with both sets of regulations, ensuring that advertisements not only comply with legal standards but also uphold the integrity required in the tax profession.

Best Practices: Practical tips and strategies for creating advertising materials that meet both Circular 230 and FTC requirements, including real-world examples and case studies.

Learning Objectives:

• Identify how the interesection of Circular 230 and FTC rules affects public advertisement and marketing engagement for tax practitioners and enrolled agents


• Evaluate strategies to communicate value and services that remain compliant with FTC and IRS guidelines


• Recognize real-world case studies and examples of advertising strategies and marketing materials that maintain effectiveness without sacrificing compliance

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222