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Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax (4151525D)
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"Meet your four-hour ethics requirement while addressing significant changes in the statutory and regulatory standards governing you as a tax practitioner. We'll explore the rules that govern your professional conduct in tax practice, including your responsibilities with respect to advising clients on tax positions and related penalty avoidance. Portions of the course materials are reprinted or adapted from Kip Dellinger's book, Practical Guide to Federal Tax Practice Standards, published by CC

1/18/2016
When: 1/18/2016
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Arthur J. Dellinger, CPA
Contact: April Deneault
801-834-6634


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Meet your four-hour ethics requirement while addressing significant changes in the statutory and regulatory standards governing you as a tax practitioner. We'll explore the rules that govern your professional conduct in tax practice, including your responsibilities with respect to advising clients on tax positions and related penalty avoidance.
Portions of the course materials are reprinted or adapted from Kip Dellinger's book, Practical Guide to Federal Tax Practice Standards, published by CCH.
Formerly titled: Tax Practice Standards, Conduct and Quality Control for California CPAs



  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 a tax practice.
  
  
  
        
   

Major Subjects:

 

    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 transactions issues in depth
    Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements
   

              

Designed For: CPAs, attorneys and enrolled agents who want to understand the rules governing tax practice conduct.
 
 

Prerequisite:   None

Advanced Prep:  None

Speaker: Arthur J. Dellinger, CPA

Vendor: CalCPA

Field of Study:     Taxes

Level:  Overview

CPE Credit: 8 Hours

Acronym:  TSND

 

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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