TAX PRACTICE STANDARDS (ETHICS)

4.6 (2889)

Allison McLeod, Doc. of Law

Allison M. McLeod LL.M. CPA A PLLC

Thursday, October 29, 2020 | 01:30 PM EDT

  • AFSP
  • EA
  • Tax Preparer
  • CTEC

2 Credits

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

Upcoming Webinars

understand salt compliance, economic nexus, wayfair case in the new era of e-commerce

(3)

Mar 18, 2021 | 03:00 PM EDT View Details

accounting policies, changes in accounting estimates and errors

(1)

Apr 21, 2021 | 10:30 AM EDT View Details

introduction to excel pivottables

(1)

Apr 21, 2021 | 01:00 PM EDT View Details

critical impact of the secure & cares acts on your clients retirement and estate plans (latest 2021)

Apr 23, 2021 | 02:00 PM EDT View Details

crucial insights & tax strategies on s corporation

(1)

Apr 27, 2021 | 10:00 AM EDT View Details

top 10 things all cpas need to know about irs representation

(117)

Apr 27, 2021 | 01:30 PM EDT View Details

form 1040nr nonresident alien filing challenges and effective approaches

(1)

Apr 30, 2021 | 01:30 PM EDT View Details

6exy: mastering the six traits of executive you

(1)

May 13, 2021 | 09:00 AM EDT View Details

passive loss issues with schedule k-1s

(7)

May 13, 2021 | 09:30 AM EDT View Details

emerging risk management for corporate leaders

May 13, 2021 | 09:30 AM EDT View Details

quickbooks online (qbo) mobile application for accountants

May 13, 2021 | 09:30 AM EDT View Details

excel accountant: automating financial statements

(3)

May 13, 2021 | 10:00 AM EDT View Details

comprehensive guide to identity theft with case studies

(3)

May 13, 2021 | 10:00 AM EDT View Details

complete cfo guide on analytics,corporate performance management,budgeting,reporting

May 13, 2021 | 10:00 AM EDT View Details

best workshop on s corporation (form 1120s) tax return review & case study (new)

(2)

May 13, 2021 | 10:00 AM EDT View Details

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?

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

Testimonial

Array
(
    [no_of_record] => 2889
    [average] => 4.6057
)
 

4.6

(2889)
67%
27%
4%
1%
0%

SF

Great presenter, lots of illustrative examples. I enjoyed the webinar and I would like to thanks myCPE for providing Free Ethics courses during the pandemic.

SB

If you have not had the pleasure of listening to/seeing Alison in a tax seminar, take one as soon as possible. His depth of knowledge surpases in dealing with the IRS is astounding. Even if you think you never have, and never will, represent a taxpayer, this class has something for you - knowledge to keep yourself in business without hearing from the IRS. Many tax professionals have had Bob represent them in front of the IRS. Do yourself a big favor and sit through this class

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.

FN

This ethics webinar was so valuable to me in pointing out potential client issues that I need to inquire further about. Also reminds me that I have the right to ask for documentation when client information is in doubt. I can also withdraw from the engagement, an empowering right!

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