Webinar

Tax Practice Conduct Standards: Circular 230 and AICPA Statements

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

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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 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

Who should take this program?

• CPAs, attorneys and enrolled agents.

Pricing

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.