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View More FIS Retirement Education Webinars, Podcasts and Conferences

Ethics: A Framework for Dealing with Difficult Issues [2019]

FIS Retirement Education

Dec. 16, 2019
Recorded Online
Webinar

This program was recorded during a live presentation given on December 16, 2019.

Ethics is interesting.

Ethics is fun.

Ethics is...two hours of CE you have to take.

Let’s be honest about it; we are talking about ethics, after all.

Might as well make the most of it? Our 100 minute seminar will review ethical concepts along with some practical situations to discuss how the ethics rules apply, with the both humor and real world examples. We will help you to navigate the occasionally complex and confusing situations that present ethical dilemmas to help you understand the best strategies for developing an ethical resolution.

Topics will include:

  • Rules on written opinions
  • IRS Circular 230 guidance
  • Competence rules
  • Review of long standing rules
  • Building an ethical foundation
  • Analysis of practical situations
  • Correction strategies in light of ethical rules

After attending this Web seminar, an attendee should be able to:

  • Identify the various types of elective deferral failures
  • Explain how IRS Circular 230 applies to your practice
  • Distinguish between ethical and moral dilemmas
  • Apply ethical principles to a variety of practical situations

Speaker: David Schultz, J.D.

More Information, How to Register

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