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Webinar(CA): Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services

Description

Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners.
Explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance.
Portions of course materials from Kip Dellinger, Practical Guide to Federal Tax Practice Standards (CCH).

Learning Objectives

Identify federal and California rules governing the conduct of tax practitioners, including Circular 230, Statements on Standards for Tax Services and statutory requirements.
Recognize new federal preparer penalty and disclosure provisions with regard to tax positions.
Determine how to implement quality control in a tax practice.

Major Topics

Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and;AICPA Statements on Standards for Tax Services.
Tax shelter and reportable transactions issues in depth.
Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements.

Provider
California CPA Education Foundation
Course Level
Overview
CPE Field of Study
Regulatory Ethics
4
Who Should Attend

CPAs, attorneys and enrolled agents.

Instructor(s)
Arthur Dellinger,CPA
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Dec 30, 2020
7:30 am - 11:00 am MST
Location
Webinar
Total CPE Credits
4
Format
Webinar

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$150.00

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$201.00
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Webinar(CA): Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services


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