TAX PRACTICE STANDARDS (ETHICS)

4.6 (1476)

Allison McLeod, DL

Allison M. McLeod LL.M. CPA A PLLC

Tuesday, October 13, 2020 | 01:30 PM EST

  • CPA
  • EA
  • TAX PROS

Credits: 2 CPE | 2 CE

FREE

Subject Area

Ethics (Regulatory)

Webinar Qualifies For

2 CPE credit of Ethics (Regulatory) for all CPAs

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

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Jan 28, 2021 | 02:30 PM EST Register

Course Description

Recommended for Tax Professionals & Preparers, Enrolled Agents, CPAs, California Tax Professionals (CRTP)

Please join us 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. Combining the real-life experience and cases with this powerful presentation will enable participants to quickly grasp recent update and understanding on ethics. This online course examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions and return of client records etc. The ethical rules governing these issues are discussed, and tax preparers are presented with real-world scenarios that focus on the ethical issues that may be encountered in their professional activities. 

Learning Objectives

  • To identify the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • To recognize the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • To recall the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law
  • To identify the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

Who Should Attend?

  • Enrolled Agent
  • Tax Attorney
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Tax Pros
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)

Testimonial

4.6

(1476)
70%
25%
4%
1%
1%

AB

I usually dread taking ethic courses every 4 years but found this course very informative and very interesting. The presenter chose interesting real life situations and was able to relate to me to he point that I could review my conduct regarding clients in the past and how to implement a change in future handling of several clients.

WP

Great ethic webinar. Very helpful. A must for CPAs. Speaker was excellent. I learned a lot of details about the way practicing CPA's will be impacted in their practice because of new environment and regulations

LP

Very interesting presentation, many ethics presentations I have taken were rather boring, the presenter kept it interesting

LI

Insightful course.

AB

great webinar!

MR

Good