November 9, 2021


2 Total CPE Credits


Webinar (CA): Understanding CPA Communication Privileges in Tax Practice

  • Instructor

    Arthur Dellinger,CPA

Learning Objectives

• Recognize the nature of the common law attorney-client privilege including the various issues surrounding “waiver” of the privilege.

• Identify the nature of protected communications between taxpayer clients and the non-attorney Federally Authorized Tax Practitioner.

• Determine the significant limitations with regard to each of the respective privileges.

• Obtain an understanding of how to handle privileged communications from a documentation standpoint.

Major Topics

• The Federally Authorized Tax Practitioner (FATPs)

• Understanding the attorney-client privilege

• The Section 7525 Statutory Privilege and Limitations

• The Work-Product Doctrine and Privilege and Limitations

• Kovel Engagements and Limitations

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

This event has ended.