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Tax Practice and Procedures for California CPAs (4153021D)
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"This course provides practical knowledge of the day-to-day practices and procedures of the IRS and FTB, from rulings to collections to criminal enforcement, with specific references to statutes and regulations. You'll learn techniques to better represent your clients before the IRS and FTB and ensure the IRS and FTB do not overstep their authority or fail to act in accordance with their procedures in dealing with taxpayers. "

1/21/2016
When: 1/21/2016
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Arthur J. Dellinger, CPA
Contact: April Deneault
801-834-6634


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This course provides practical knowledge of the day-to-day practices and procedures of the IRS and FTB, from rulings to collections to criminal enforcement, with specific references to statutes and regulations. You'll learn techniques to better represent your clients before the IRS and FTB and ensure the IRS and FTB do not overstep their authority or fail to act in accordance with their procedures in dealing with taxpayers.



  Objectives:



    Identify claims for refund.
    Determine appeals requirements.
    Recognize statutes of limitations, mitigation issues and claim of right opportunities.
    Identify litigation and forums.
    Determine how to deal with possible criminal issues.


   
  
  
        
   

Major Subjects:

 
    IRS and FTB administrative structure
    IRS and FTB authority to obtain records from taxpayers, tax clients and third parties
    Consequences of noncompliance
    IRS procedures: Determining, reviewing, litigating and collecting tax deficiencies
    Roles of the Examination, Appeals, Collection and Criminal Enforcement divisions, and corresponding FTB operations

   

              

Designed For: CPA staff, partners and owners in public practice.
 
 

Prerequisite:   None

Advanced Prep:  None

Speaker: Arthur J. Dellinger, CPA

Vendor: CalCPA

Field of Study:     Taxes

Level:  Overview

CPE Credit: 8 Hours

Acronym:  TPPCA

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Arthur J. (Kip) Dellinger, Jr., CPA, provides services as an expert in the areas of CPA tax practice regulatory discipline and malpractice matters. This includes his engagement by Big 4 CPA firms as an expert pertaining to conduct matters and substantive technical issues in several tax shelter malpractice cases.  Mr. Dellinger also represents clients in tax controversy matters and provides services to tax counsel in criminal and civil tax proceedings.  He has written over three-dozen articles and is a nationally recognized speaker in the areas of tax standards, tax procedure and substantive estate tax matters. He is also a Policy Perspectives columnist for Tax Notes magazine.  Mr. Dellinger is a past-Chair of the AICPA Tax Division's Tax Practice Responsibilities Committee and is the author of the Practical Guide to Federal Tax Practice Standards  (CCH, 2007). He developed and teaches full day courses on Tax Practice Standards, Conduct and Quality Control for California CPAs, FIN 48: Uncertain Tax Positions and Quality Control in a Tax Practice for the Education Foundation of the California Society of CPAs.    Mr. Dellinger has spoken before the U.S.C. Law School Institute on Federal Taxation, the AICPA National Tax Conference, the UCLA Tax Controversy Institute, the Illinois Society of CPAs, the Florida Institute of CPAs, the Tennessee Society of CPAs and the California Tax Bar. He is also frequent speaker before other CPA and tax attorney conferences, meetings and discussion groups.

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