State and Federal Ethics Considerations Webcast | 4173138D

Date :
January 8, 2018 8:30 AM - 12:00 PM
Location :
Webcast
Facility :
Webcast Rebroadcast
Level of Difficulty :
Overview
Member Price :
140.00
Nonmember Price :
188.00
CPE Credits :
CPE 4.00, ET 4.00, IRS-ET 4.00, CTEC-Ethic 4.00
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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. 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.

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.

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

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Overview
Field of Interest:
Regulatory Ethics
Prerequisites:

None.

Designed For:

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

Instructors

Kathleen K Wright, CPA
Kathleen K. Wright, CPA, Esq., has been practicing in the field of tax for over 40 years. She has worked in public accounting, private industry as a financial controller, and now has her own practice which specializes in client representation and expert witness assignments. She is also the director of the State and Local Tax Program at Golden Gate University, where she is a full-time professor. Wright is one of three co-authors of the CCH Expert Treatise on State and Local Tax - State Taxation of Income and Other Business Taxes. She also publishes a monthly column in State Tax Notes published by Tax Analysts. She holds a juris doctor degree, a master’s degree in business administration (in taxation), and a master of laws degree (in taxation).
No Agenda or Materials posted.