Under Circular 230, Tax Preparer Winston Cannot Disclose to a Mortgage

question 130

True/False

Under Circular 230, tax preparer Winston cannot disclose to a mortgage banker the income level of her client Pickett or other information acquired by preparing the return without Pickett's permission.

Understand the ecological-systems approach and its components as proposed by Bronfenbrenner.

Recognize the importance of sensitive and critical periods in development.

Understand the different types of assessment techniques and rating scales used in family systems and counseling assessment.

Identify and describe strengths and limitations of informal assessment techniques.

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Definitions:

Deadnaming

The act of using the birth or previous name of a transgender or non-binary person without their consent, often considered disrespectful and invalidating.

Transgender

Those who deviate from the binary (that is, male or female) system of gender.

Marginalize

To relegate or confine to a lower or outer edge of society, often limiting access to resources and opportunities for those deemed outside the mainstream.

Language

A systematic means of communicating by the use of sound or conventional symbols, used for human communication through the expression of thought and emotion.