January 11, 2023

Webinar

4 CPE

Webinar (CA): Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services

January 11, 2023
Webinar
4 CPE

Webinar (CA): Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services

  • Instructor

    Arthur
    Dellinger,CPA

Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. Explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance—portions of course materials from Kip Dellinger,  Practical Guide to Federal Tax Practice Standards  (CCH).

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

4 CPE
4
Regulatory Ethics

Things to Know About This Course

Course Level

  • Overview

Prerequisites

None

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.

Provider

California CPA Education Foundation

This event has ended.