CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

2021 TAX PRACTICE ETHICAL AND LEGAL STANDARDS

  • AFSP
  • CPA (US)
  • EA
  • CTEC
2021 TAX PRACTICE ETHICAL AND LEGAL STANDARDS

2 Credits

$20

Subject Area

Ethics (Behavioral)

Webinar Qualifies For

2 CPE credit of Ethics (Behavioural) for all CPAs

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-E-00399-21-O)

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0400)

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-E-00399-21-O)

2 CE credit of Practitioner Ethics for Maryland Tax Preparers (Approval No. GEHNZ-E-00399-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Course Description

This webinar covers the major aspects of a professional’s tax practice; i.e. planning, return preparation, and audit representation.  This discusses three major subjects: first, client advance transaction planning, structuring, and coordinating; second, preparation of the actual federal tax return to be filed with the agency; and third, representing the client during an audit before an IRS revenue agent.  The professional’s roles here and ethical positions may change.  The degree of responsibility and related potential damages asserted by both the client and taxing authorities are explored. 

Key topics:

  • This webinar discusses a professional’s roles and ethical positions during: 
  • Advance transaction planning, structuring and coordinating
  • Preparation of the actual federal tax return
  • Representing the client during an audit by an IRS revenue agent
  • The degree of responsibility and related potential damages asserted by both the client and taxing authorities are explored. 

This two CLE-CPE hour tax ethics course is for practitioners involved in federal tax return preparation. 


Learning Objectives

  • To examine the controlling professional tax practice ethical standards of the AICPA and IRS.
  • To explore potentially problematic tax situations where an attorney-CPA has relatively high professional ethics and/or legal liability exposure
  • To suggest that using protective tax preparation engagement letters may clarify some problematic tax situations through careful wording

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

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