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22WC-0998: State and Federal Ethics Considerations (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Friday, December 16, 2022
Time 10:00am - 1:30pm
Central Time
Location Online
CPE credits CPE 4.0
Field(s)
of study
Regulatory Ethics - Technical (4.0)
Specialty
credits
4.0 Ethics
Fees
Standard Member Fee $149.00
Standard Nonmember Fee $199.00

Description

Discover recent developments in tax return preparation and representation. Learn the rules of professional conduct set forth by the IRS, AICPA and state tax agencies. Review rules and regulations that govern tax practice for both federal and state purposes. Examine the rules of practice before the IRS (Treasury Dept. Circular 230). Explore current developments related to tax practice. Consider how ethical principles, such as conflicts of interest, apply to partnerships and other flow-through entities. Determine how various states regulate tax practice, including a discussion on malpractice. Tackle real-world scenarios affecting your practice.

Who should take this program?

Attorneys, CPAs, EAs and tax return preparers.

Major subjects

  • Federal and state standards of tax practice
  • Return preparer registration (state and federal)
  • State and federal penalties that apply to tax practice
  • Conflicts of interests related to flow-through entities
  • Ethics issues related to operating a virtual tax practice
  • Application of taxpayer privileges in tax practice
  • Understand Due Diligence.

Learning objective(s)

  • Identify the various federal and state rules that govern tax return preparation and representation.
  • Determine rules governing return preparer registration at both state and federal levels.
  • Recognize the expanded tax reporting rules at both the federal and state levels.
  • Identify which documents must be presented to the state tax authorities.
  • Determine state privileges (attorney/client privilege, tax preparer/client privilege and work product doctrine).
  • Identify recent developments regarding confidentiality and conflicts of interest.
  • Discussion of the due diligence requirements imposed on practitioners.

Notes:

Course code Code 22WC-0998
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Overview
Format Group Internet Based
Prerequisites Prereq. None
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

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