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Tax Practice Standards, Conduct and Quality Control for California CPAs (4091525B)

 
REGISTRATION STATUS: Online Registration for this event is closed. Please contact your Program Associate or Customer Services.

Recent regulatory and legislative changes have imposed significant tax practice conduct standards for CPAs (as well as attorneys and enrolled agents). Join us as we dive into the myriad rules that govern the professional conduct of CPAs in tax practice as well as implementing quality control practices to ensure compliance with the conduct standards.

You will build a working knowledge that will allow you to increase the value of your services to clients, while maintaining the highest levels of compliance.

Note: As a special bonus, all course participants will receive a copy of Kip Dellinger's book, published by CCH, Practical Guide to Federal Tax Practice Standards. The book retails at $149.



Date:Thursday, November 05, 2009
Time:8:30 AM - 4:30 PM (Registration at 7:30 AM)
Facility:Sheraton Universal City, Universal City
Area:Burbank Area
CPE Credit:6.5 MCLE (Min Cont Legal Educ)
8.0 CPE (Continuing Professional Education)
8.0 Enrolled Agents
Instructor: Arthur J. Dellinger , CPA
NASBA Subject Area:Taxes
Delivery:Group Live
Course Level:Intermediate
Fee:$315 CalCPA Members, $415 Nonmembers
Coupon Fee:$50
VP Fee:$75

Objectives:
  • Build your knowledge of the federal and California rules governing the conduct of tax practitioners including Circular 230, Statements on Standards for Tax Services and statutory requirements.
  • Unravel the new federal preparer penalty and disclosure provisions with regard to tax positions.
  • Increase your knowledge of privileged communication rules.
  • Learn how to implement quality control in a tax practice.
    •

    Major Topics:
  • Federal and California statutory and regulatory standards governing tax preparers, including the preparer penalty provisions
  • Circular 230
  • AICPA Statements on Standards for Tax Services (SSTSs)
  • Tax shelter and reportable transactions issues
  • Attorney-client, Sec. 7525 and work product privilege issues
  • Kovel arrangements
  • Quality control in a tax practice and quality control tools for a tax practice
    •

    Designed for:
    CPAs, attorneys and enrolled agents who want to understand the rules that govern tax practice conduct.

    Prerequisite:
    None

    Advanced Preparation:
    None


     
     
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