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24WC-0231: Tax Practice Conduct Standards: Circular 230 and AICPA Statements (Webinar)

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

Tuesday, June 18, 2024
10:00am - 1:30pm Central Time
4 CPE (4 technical)  |  4 Ethics

Alternate dates & more options

  • Tuesday, July 30, 2024 - Webinar
  • Thursday, September 26, 2024 - Webinar

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).

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 transaction 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 tax practice

Who should take this program?

CPAs, attorneys and enrolled agents.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $209.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $159.00
checkmark Standard Nonmember Fee $209.00

More program information

Instructor Arthur Dellinger
Location Online
Area
of study
Taxation
Field(s)
of study
Regulatory Ethics - Technical (4.0)
Level Overview
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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