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Webinar(CA): Due Diligence Requirements: Circular 230 and Other Professional Standards

Description

Recent IRS management comments and enforcement activity indicate rising due diligence inquiries and analyses will be expected of tax preparers concerning information supplied by taxpayers. Learn to avoid exposure to disciplinary actions.
To avoid disciplinary actions by the IRS, tax practitioners should be aware of recent developments and activity in other Circular 230 and tax practice and procedural areas.

Learning Objectives

Obtain an understanding of due diligence requirements under current law and professional standards.
Learn about the IRS push for increased practitioner due diligence in ensuring taxpayer compliance.
Obtain information about how to respond, if necessary, to increased due diligence requirements; it’s never too soon to start.

Major Topics

Due diligence requirements under Treasury guidance including supervisory responsibilities
Due diligence requirements under professional standards
Increased expectations for inquiry and analysis?
Meeting increased expectations: informing clients and defensive measures for practitioners
Due diligence for preparer advice responsibilities

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Tax
2
Who Should Attend

CPAs, EAs, and other tax return preparers.

Instructor(s)
Arthur Dellinger,CPA
Prerequisites

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

None

Location
Webinar
Register Now
When
Dec 2, 2020
11:30 am - 1:10 pm MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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Webinar(CA): Due Diligence Requirements: Circular 230 and Other Professional Standards


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