Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services (Webinar)

Code: WCTSND01

Space is available, but online registration has closed. Please call 952-831-2707 to register.

Date Tuesday, January 16, 2018
Time 8:30 AM - 4:00 PM
Central Time
Location Online
CPE credits CPE 8.0
Specialty
credits
Fees
Standard member fee $245.00
checkmarkStandard nonmember fee $375.00

Members: Please log in to receive member fee.

Description

Meet the four-hour ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. Explore the rules that govern one's professional conduct in tax practice, including the responsibilities in respect to advising clients on tax positions and related penalty avoidance.
Portions of the course materials are reprinted or adapted from Kip Dellinger's book,Practical Guide to Federal Tax Practice Standards, published by CCH.

Who should take this program?

CPAs, attorneys and enrolled agents who want to understand the rules governing tax practice conduct.

Major subjects

  • 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 transactions issues in depth.
  • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements.

Learning objective(s)

  • 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 a tax practice.

Notes:

Course code Code WCTSND01
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Overview
Field(s)
of study
Taxes - Technical (4.0)
Regulatory Ethics - Technical (4.0)
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None