Tax Practice Standards (C50502)


Cancellation Policy

Please note that this webinar Is from a third party vendor, CPA Crossings. We strongly recommend registering no later than one-hour before the webinar begins. Please contact CPA Crossings webinar hotline if you do Not receive your webinar invitation via email within five minutes after registering:  877-370-2220 ext. 1. Thank you.

Date(s):

07/29/2021

Registration Open:

12:00 AM - 12:00 PM

Time:

12:00 PM - 2:00 PM

Facility:

 Online

Meeting Type:

Webinars

CPE Credit:

2.00

Field(s) Of Study:

Regulatory Ethics (2.00)

Level of Knowledge:

Basic

Price:

Member: $79.00
Nonmember: $99.00

Individual Discounts:

Not Available

Overview

After attending the presentation you will be able to...

  • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
  • Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.

Highlights

The major topics that will be covered in this class include:

  • How tax professionals have a heavy responsibility to serve the client, yet still properly adhere to the multitude of tax rules.
  • How tax standards help guide the practitioner to maintain objectivity, avoid conflicts of interest and provide high quality professional client services
  • Real-life examples from the speaker’s extensive experience as a tax practitioner and as an expert witness in accounting malpractice cases to illustrate these concepts.

Speaker(s)

Prerequisites

None