February 28, 2024


4 Total CPE Credits


Webinar (CA): Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2023

  • Instructor

    Arthur Dellinger,CPA

Learning Objectives

• Identify federal and California rules governing the conduct of tax practitioners, including Circular 230, Statements on Standards for Tax Services and statutory requirements
• Recognize new federal preparer penalty and disclosure provisions with regard to tax positions
• Determine how to implement quality control in tax practice

Major Topics

• Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services
• Tax shelter and reportable transaction issues in depth
• Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

CPE Credits Available

Total CPE
Regulatory Ethics

Things to Know About This Course

Course Level

  • Overview



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, attorneys and enrolled agents.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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