
This course satisfies the requirement for CTEC 2026 renewal.
This Program examines ethical situations tax professionals may encounter when working with clients. Participants will explore due diligence when onboarding new clients, competence and professional standards when addressing challenging tax situations, conflicts of interest when client relationships go wrong, and OPR guidance on using artificial intelligence in a tax practice.
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*Self-Study recording available for IRS CE Credit only (NO CPE)
NASBA Field of Study: Ethics
IRS Program #: 7Q3WU-E-00984-26
CTEC Course #: 6248-CE-00340

Ellie views her role as an Enrolled Agent much like Ariadne in the labyrinth—an advocate guiding clients through the complexities of the tax world with clarity and consistency. She holds a Master of Library Science and a Master’s in English, and she teaches for various tax organizations while contributing to trade magazines, journals, and tax compendiums. In her spare time, Ellie writes fiction, both short and long form, that has been published. Her professional focus includes individuals, small businesses, and tax representation, helping clients navigate tax challenges with expertise and care.