November 17, 2023


2 Total CPE Credits


Webinar (CA): Due Diligence Requirements: Circular 230 and Other Professional Standards 2023

  • Instructor

    Arthur Dellinger,CPA

Learning Objectives

• Obtain an understanding of due diligence requirements under current law and professional standards
• Learn about the IRS push for increased practitioner due diligence in ensuring taxpayer compliance
• Obtain information about how to respond, if necessary, to increased due diligence requirements; it's never too soon to start

Major Topics

• Due diligence requirements under Treasury guidance, including supervisory responsibilities
• Due diligence requirements under professional standards
• Increased expectations for inquiry and analysis?
• Meeting increased expectations: informing clients and defensive measures for practitioners
• Due diligence for preparer advice responsibilities

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


Tax practitioners with two years experience and a working knowledge of the AICPA Statements on Standards for Tax Services and IRS Circular 230.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

CPAs, EAs, and other tax return preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

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