2021 TAX PRACTICE ETHICAL AND LEGAL STANDARDS

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Jim Rigos, CPA, Tax Lawyer

Rigos Professional Education Programs

Monday, February 15, 2021 | 03:00 PM EST

  • AFSP
  • CPA
  • EA
  • CTEC

2 CPE | 2 CE

$20

Subject Area

Ethics (Behavioral)

Webinar Qualifies For

2 CPE credit of Ethics (Behavioural) for all CPAs

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

2 CE credit of Ethics (Federal Tax) for California Tax Professionals (CTEC Approved - 6273)

2 CE credit of Ethics (Federal Tax) for Enrolled Agents ( IRS Approved : GEHNZ )

2 CE credit of Federal Tax Related Matters for Oregon Tax Preparers

2 CE credit of Practitioner Ethics for Maryland Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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?

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

Testimonial

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