TRN 2025 Ethics Update: Due Diligence and Ethical Responsibilities for Tax Pros

This program will review the due diligence requirements for tax professionals, including circular 230 requirements, the Security Six requirements laid out by IRS Liaison and the requirement to have a written Information Security Plan (WISP), as well as review everyday ethical issues that come up in practice and what to do about them.

Felecia Dixson, EA, CTRC, ATA

It’s not often you meet someone who has danced at opening ceremonies for Disney, been handed a contract from Sony to sing in Nashville, engineered fireworks displays for an entire city and told fish tales they can back up with photos all while lining up awards as an accountant. But for Felecia Dixson, math was one of many passions she pursued with all her heart.

Felecia first fell in love with math as a junior in high school. A tomboy at heart, she loves to take things apart and see how they go back together, so math and its problem-solving possibilities were a natural fit. “Math is amazing because it rules the world,” she explains. “We use algebra principles every day, having to know X and figure out Y to get to Z.”

Her passion has led her to serve as an officer or chairperson on committees from improving the IRS to taxpayer advocacy. She also serves as Treasurer for her local Board of the Veterans Park Association Committee. To no surprise, Felecia has also been named a TaxBuzz Top 100 Professional.

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Patrick Wanzer – CPA, CTRC

Patrick H. Wanzer, a proud native of Indianapolis, IN, currently resides in the historic Irvington neighborhood on the Eastside of Indianapolis. With over a decade of experience as a Certified Public Accountant (CPA) and nine years dedicated to IRS Tax Resolution, Patrick has built a reputation for helping clients navigate and resolve complex tax issues.

Patrick’s practice focuses on empowering individuals and businesses to stand up to the IRS and regain their financial stability. Whether through an Offer-in-Compromise, Installment Agreement, Currently-Not-Collectible status, or other tailored solutions, Patrick has successfully guided countless clients toward financial freedom.

In addition to being a CPA, Patrick is a Certified Tax Representation Consultant (CTRC), a National Trainer with Tax Rep LLC, and a Platinum Member of the organization. Patrick is also the author of two books: Break Free from the IRS – How to Resolve IRS Tax Debt and Reclaim Your Freedom (August 2023) and Break Free from the IRS: Taxes & Divorce – A Match not Made in Heaven (July 2025).

When he’s not helping clients or writing, Patrick enjoys reading, watching football, and spending quality time with his wife, Kimberly, and their beloved dog, Lucy.

LEARN MORE ABOUT PATRICK

Program Number: 15UFN-E-00451-25-O
Title: Due Diligence and Ethical Responsibilities for Tax Pros

Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing 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. Green & Sklarz, LLC’s NASBA sponsor number is 132892.