Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2024

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  • Date/Time
    • Nov 25, 2024
    • Sign In: 8:30am (MT)
    • Program: 9:00am - 12:30pm (MT)
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  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 4.00
  • Credit Type(s)
    • Regulatory Ethics (4.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Overview
  • Fields of Study
    • Ethics

Description

Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. We'll explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance. Portions of course materials are from Kip Dellinger's Practical Guide to Federal Tax Practice Standards (CCH).

  • Presenters - Arthur John Dellinger Jr.
  • Designed For

    Designed For: CPAs, attorneys and enrolled agents.
  • Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Sole Practitioner
  • Objectives

    • Identify federal and California rules governing the conduct of tax practitioners, including Circular 230, Statements on Standards for Tax Services and statutory requirements
    • Recognize new federal preparer penalty and disclosure provisions with regard to tax positions
    • Determine how to implement quality control in tax practice

    Highlights

    • Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services
    • Tax shelter and reportable transaction issues in depth
    • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

    Advanced Prep

    None

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    Leaders

    CALCPE Panel

    No Biography Available

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