Quality Control In A CPA Tax Practice: Circular 230 Changes Webcast | 4193487B

Date :
June 5, 2019 12:30 PM - 4:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Basic
Member Price :
150.00
Nonmember Price :
201.00
CPE Credits :
CPE 4.00, IRS-TX 4.00, CTEC-TX 4.00
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Recent changes to IRS Circular 230 require all tax professionals and firms, regardless of size, to have policies and procedures in place to ensure compliance with the standards. Examine the necessary steps.

Learn how to reduce inefficiencies, streamline workflow, improve customer service, ensure compliance with professional standards and ultimately give yourself a competitive edge by using quality control best practices, forms, checklists and more.

Objectives:

  • Determine appropriate quality controls for your tax practice.
  • Outline ways to utilize your time and resources more efficiently through standardized procedures.
  • Identify sources of quality control aids and resources for your firm.
  • Recognize how to monitor your integrated quality control system.

Major Subjects:

  • Quality control system: Elements, objectives, reviewing and monitoring
  • Resources
  • Implementation best practices

Advanced Prep:

None.

Misc. Information:

This course will adjourn at 4 p.m.

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Level of Difficulty:
Basic
Field of Interest:
Taxes
Prerequisites:

None.

Designed For:

CPAs and tax professionals.

Instructors

Arthur J. Dellinger, CPA

As senior tax partner at Cooper Moss Resnick Klein & Co. LLP, Kip Dellinger 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. He also represents clients in tax controversy matters and provides services to tax counsel in civil tax matters. He has written several dozen articles and is a nationally recognized speaker in the areas of tax standards and tax procedure and technical tax matters. Dellinger is a recipient of the Saul Braverman Memorial Award of the CalCPA’s Committee on Taxation for distinguished service in tax practice. He is the recipient of the CalCPA Education Foundation’s 2013-2014 Award for Instructor Excellence, and is a recipient of a 2015 APEX Award for Publication Excellence for Feature Writing. He wrote the “Policy and Practice” column for Tax Notes magazine for several years, is the former columnist for tax practitioner conduct standards and ethics for TAXES (CCH) magazine, and is quoted multiple times in As Sure As Death (2015 edition), a leading compendium of quotations about taxes.

Dellinger serves on the AICPA Tax Division’s Tax Executive Committee and 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 and quality control in a tax practice for the CalCPA Education Foundation. He also co-authors and teaches courses in avoiding tax malpractice and tax practice and procedure for California CPAs for the Foundation. Dellinger has spoken before the USC 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 on multiple occasions. He is frequent speaker before other CPA and tax attorney conferences, meetings and discussion groups and has presented several national webcasts for CCH on the topics of FIN 48 for private companies, federal tax practice standards, and tax practice quality control matters and foreign income tax reporting and disclosure. Dellinger joined Cooper Moss Resnick Klein & Co. LLP in the San Fernando Valley in January 2012. He continues to maintain an office in Santa Monica.

No Agenda or Materials posted.