Description
In tax practice, CPAs have significant duties to protect client-taxpayer information under professional standards, California and other states' rules about the practice of accountancy, under provisions in the Internal Revenue Code and other federal or state laws. This course will address those requirements in the AICPA professional standards and Section 7216 of the Internal Revenue Code. Companion course: Foreign Information Returns: Key Forms 2024
Presenters - Arthur John Dellinger Jr.
Designed For
Designed For: CPAs and financial professionals that deal with confidential issues.
Role Level - Manager/Senior Manager; Director; Executive/VP; Sole Practitioner
Objectives
- Determine Board of Accountancy Confidentiality Rules in Tax Practice
- Understand Professional Standards for Confidentiality
- Identify Internal Revenue Code Sections 7216 and 6713 Uses and Disclosure of Tax Information Requirements
Highlights
- Understand CPA Confidentiality Requirements in Tax Practice
- Distinguish Between Confidentiality Requirements and Taxpayer Privileges that apply to the CPA
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available