Tax Practice Standards (Ethics) 2 Credits
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The Statements on Standards for Tax Services (SSTSs) are the AICPA's enforceable tax practice standards and apply to all AICPA members providing tax services. This online course will examine these tax preparer conduct standards. It will address the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions, return of client records, etc.
Join Allison McLeod, CPA, LL.M. for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering 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 will be case studies illustrating dilemmas faced by tax practitioners
Key topics covered in this CPE Ethics webinar:
| License details | Credits | Status |
|---|---|---|
| Regulatory Ethics for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
| Federal ethics for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1131) | 2 CE | Approved |
| Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
| Federal ethics for LTC (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Eligible |
| Federal ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Regulatory Ethics for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal ethics for Enrolled Agents (EA) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
| Federal ethics for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal ethics for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1131) | 2 CE | Approved |
| Federal ethics for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
| Federal ethics for LTC (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Eligible |
| Federal ethics for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-E-01403-22-O) | 2 CE | Approved |
Credits
2
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas in Denton, Texas. She has also taught at the UNT College of Law as an adjunct law professor. Prior to her career in academia, Professor McLeod spent 18 in industry, working for a Big 4 accounting firm. a major retailer and an international cement company. In addition to her academic duties, Professor McLeod has had the privilege of teaching ethics to Texas CPAs across the State since 2011 and regularly serves as an expert witness on accounting malpractice cases. She is the owner of CPAEthicsOnline.com, which provides ethics CPE courses online for CPAs nation-wide. She occasionally serves as an expert witness in accounting malpractice cases.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
PS
The legal expertise and experience of Allison McLeod was evident in the presentation. I thought she did a good job of presenting the most important aspects of Ethics in Tax Practice within the 2 hour presentation.
KK
The presenter really knew the subject matter very well and was able to convey that to the participants well.
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Feb 25, 03:00 PM ET
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Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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