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In this webinar, we will discuss sources and standards of tax ethics and best practices to ensure compliance and to avoid penalties. In reviewing the requirements of Circular 230, the AICPA Statements on Standards for Tax Services and the AICPA Code of Professional Conduct, we will touch on common practice issues including: what standards must be met to take a position on a tax return, when you can omit an answer to a question on a tax return, when you must verify information provided by a taxpayer or third party, the use of estimates, correcting errors and omissions on returns, responsibilities when faced with a conflict of interest, and the form and content of advice provided to taxpayers. We will also discuss the necessity of establishing data security plans, requirements for providing tax return documents to third parties, and requirements related to the retention of client records and other documents.
This online CPE webinar
covers following key topics:
1. Introduction and discussion of general ethics principles
2. Sources of Rules and Standards Related to Tax Ethics including discussion of the following sections:
§10.21 Knowledge of client’s omission
§10.22 Diligence as to accuracy
§10.27 Fees
§10.28 Return of client’s records
§10.29 Conflicting interests
§10.30 Solicitation
§10.33 Best Practices for Tax Advisors
§10.34 Standards with respect to tax returns and documents, affidavits and other papers
§10.35 Competence
§10.36 Procedures to ensure compliance
§10.37 Requirements for written advice
3. Other Rules of Conduct applicable to tax professionals
Statements on Standards for Tax Services (SSTSs)
Review SSTS #1 through # 7 with key ethical issues highlighted
Briefly discuss AICPA project to review and update SSTSs
4. To discuss the six principles and key sections applicable to tax practice and state Board Rules and Regulations.
Responsibilities
Serve the public interest
Integrity
Objectivity and Independence
Due care
Scope and nature of services
5. Risk Mitigation
The importance of engagement letters
Client acceptance and monitoring
Data security and privacy
6. Frequently Asked Questions
Professor, NC StateUniversity
ROBY SAWYERS, Ph.D., CPA, is a Professor in the Department of Accounting at NC State University. He is an author of Federal Tax Research (Cengage Learning) as well as chapters on international tax, state and local tax, tax research and tax practice and procedure in Corporate, Partnership, Estate and Gift Taxation (Van-Griner) and writes frequently for leading academic, policy and professional tax journals.
Dr. Sawyers is an active member of the American Institute of Certified Public Accountants (AICPA) currently serving on the Tax Practice Responsibilities Committee. He previously chaired the AICPA’s Tax Legislation and Policy Committee as well as the Trust, Estate and Gift Tax Committee. He has also served on the AICPA’s Tax Executive Committee and Precertification Education Executive Committee.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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 maintenance 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# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
42 Ratings
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22
Very Good
18
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2
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JM
Feb 23rd, 2021
The webinar was very informative and the instructor provided relevant examples to reinforce the topics.
GDLS
Apr 22nd, 2021
presenter was engaged, slides, handouts and personal anecdotes from presenter were most useful.
JAM
Mar 4th, 2022
This class was very well-paced and the instructor was clear and concise in his presentation.
SH
Jan 5th, 2022
Webinar was fine, but instructor went 10 min over alloted time.
RO
Dec 6th, 2021
Loved the presentation
2 Credits
Add to WatchlistThis course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
2. When will I receive my Continuing Education Credit Certificate?
A: You'll receive your certificate within 24 hours after each webinar.
3. What's the basis for credit issuance?
A: Credits are issued on a 50-minute credit hour basis.
4. What if I can't use the polling feature on a web browser?
A: The polling feature is only supported on the Zoom desktop and mobile app. You can provide responses in the chat if needed.
5. Are these live events or recordings?
A: Some events may be recorded, but instructors will be available for questions during/after the webinar.
6. Do myCPE courses meet professional standards?
A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
7. Where can I manage my certificates and credits?
A: You can manage them through your certificate dashboard when logged into your account.
8. Is myCPE accredited for Continuing Professional Education in the United States?
A: Yes, myCPE is accredited by various professional organizations, making it suitable for fulfilling continuing education requirements.
9. Who can take myCPE courses?
A: myCPE courses are suitable for professionals with 100+ designations, including CPAs, CMAs, CFAs, and more.
10. What's the refund and complaint resolution policy?
A: To learn about the refund and complaint resolution policy, click here for details.
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