After attending the presentation you will be able to…

• Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
• Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
• Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
• Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

The major topics that will be covered in this class include:

• How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules.
• How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client services
• Real-life examples from the speaker’s extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts.

This webinar is produced by CPA Crossings. 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.