Currently, all CPE and networking events are offered virtually only. Visit our updated catalog »

Webinar (CPA Crossings): Tax Practice Standards

Description

Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We cover 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 are case studies illustrating dilemmas faced by tax practitioners. This course is ideal for CPAs, EAs, or other tax professionals.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Learning Objectives

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.
Major Topics

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.
Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Regulatory Ethics
2
Who Should Attend

CPAs, EAs, or other tax professionals

Instructor(s)
Allison McLeod
Prerequisites

None

Advanced Preparation

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.

Location
Webinar
Event Information
When
Jun 7, 2021
4:00 pm - 6:00 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

MEMBER


$ (% off)
$79.00

NON-MEMBER


$ (% off)
$103.00
Become A Member

Register for this Event

Webinar (CPA Crossings): Tax Practice Standards


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×