Tax Practice Standards
- Thursday, April 2, 2026 - Webinar
- Wednesday, April 15, 2026 - Webinar
- Thursday, May 21, 2026 - Webinar
- Tuesday, June 2, 2026 - Webinar
- Wednesday, June 17, 2026 - Webinar
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners.
Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Major subjects
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Treasury Circular 230
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AICPA Statements on Standards for Tax Services (SSTS)
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Internal Revenue Code (IRC)
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Common law
Learning objectives
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Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
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Understand the practitioner's obligations to disclose certain client information when representing them against the IRS.
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Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
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Understand the common law standards of reasonable behavior and when a tax practioner may be subject to negligence or other types of common law causes of action.
Who should take this program?
- This course is ideal for CPAs, EAs, or other tax professionals.
Pricing
|
Standard Member Fee |
$79.00
|
Standard Nonmember Fee |
$79.00
|
Our records indicate
you are a
nonmember.
If you register, you will be charged
$79.00
(Standard Nonmember Fee).
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log in
to receive member fee.
Instructor
Allison McLeod, LLM, JD, CPA
Location
Online
Area
of study
Ethics
Field(s)
of study
Regulatory Ethics - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
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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