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State and Federal Ethics Considerations 4173138B
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Discover recent developments related to tax return preparation and representation, while learning about the rules of professional conduct set forth by the AICPA and the ABA. Gain a basic understanding of the rules and regulations that govern tax practice for both federal and state purposes.

7/10/2017
When: 9:30 AM to 1:00 PM
Where: Webcast
CalCPA
4173138B
United States
Presenter: Kathleen K. Wright, JD, LLM, CPA
Contact: April Deneault
801-466-10164


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Curriculums:   Ethics,Professional Ethics

NASBA Credit Category:  Regulatory Ethics

CPE Hours:  4

Description

Discover recent developments related to tax return preparation and representation, while learning about the rules of professional conduct set forth by the AICPA and the ABA. Gain a basic understanding of the rules and regulations that govern tax practice for both federal and state purposes. Examine the rules of practice before the IRS (Treasury Dept. Circular 230) and explore current developments related to applicable tax practice penalties. Learn how ethical principles, like conflict of interests, apply to the partnership and other flow through entities, and how various states regulate tax practice, including a discussion of malpractice. Concepts learned apply to real world scenarios practitioners face.

Materials are provided as an ebook.



Major Subjects

  • Federal and state standards of tax practice
  • Return preparer registration (state and federal)
  • State and federal penalties that apply to tax practice
  • Conflicts of interests related to flow through entities
  • Ethics issues related to operating a virtual tax practice
  • Application of taxpayer privileges in tax practice
  • Developments on regulation of tax practice

Objectives

  • Identify the various federal and state rules that govern tax return preparation and representation.
  • Determine rules governing return preparer registration at both state and federal level.
  • Recognize the expanded tax reporting rules at both the federal and state levels.
  • Identify which documents must be presented to the state tax authorities.
  • Determine state privileges (attorney/client privilege, tax preparer/client privilege and work product doctrine).
  • Identify recent developments regarding confidentiality and conflicts of interest.
  • Discussion of ethical considerations related to the new markets for selling/distributing marijuana.

Level:  Overview

Designed For

Attorneys, CPAs, EAs and licensed tax return preparers who prepare tax returns for compensation.

Advanced Prep:

None.

Prerequisite

None.

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