November 29, 2023


2 Total CPE Credits


Webinar (CA): Providing Tax Advice: Professional Standards 2023

  • Instructor

    Arthur Dellinger,CPA

Learning Objectives

• Recognize the various regulatory and professional requirements for providing clients with tax advice
• Identify critical areas in providing tax advice to clients
• Determine communication to clients for tax positions taken on their behalf, including any required return disclosures

Major Topics

• Overview of the various types of advice tax professionals provide clients
• The preparer penalties
• The duty to advise clients with regard to potential taxpayer penalties
• The primary AICPA rules with regard to advising and communicating tax advice
• Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority

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 tax preparers.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 89 89
  • COCPA Non-Member

    $ 119 119
    Your Price

Please login to register.