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Webinar (CA): Providing Tax Advice: Professional Standards


Tax professionals provide advice to taxpayer clients in many ways, from direct written and oral advice to “taking a position” while preparing a return. Receive an overview of tax advice and professional standards. The provision of advice is regulated by statute, regulations and conduct requirements under Federal tax law and also, for CPAs, standards of conduct issued by the AICPA and adopted by the Boards of Accountancy of every state.

Learning Objectives

• Recognize the various regulatory and professional requirements associated with providing tax advice to clients.
• Identify critical areas to be addressed in providing tax advice to clients.
• Determine what should be communicated to clients with respect to tax positions. taken in their behalf including any required return disclosures.

Major Topics

• Overview of the various types of advice tax professionals provide clients
• The preparer penalties
• The duty to advise clients with regard to potential taxpayer penalties
• The primary AICPA rules with regard to advising and communicating tax advice
• Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority

California CPA Education Foundation
Course Level
CPE Field of Study
Who Should Attend

CPAs, EAs and tax preparers.

Arthur Dellinger,CPA

Tax practitioners with two years experience and a working knowledge of the AICPA Statements on Standards for Tax Services and IRS Circular 230.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Event Information
Nov 9, 2021
9:00 am - 10:50 am MST
Total CPE Credits


$ (% off)


$ (% off)
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Webinar (CA): Providing Tax Advice: Professional Standards

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