November 30, 2022


Webinar


2 Total CPE Credits

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Providing Tax Advice: Professional Standards

Learning Objectives

  • Recognize the various regulatory and professional requirements for providing clients with tax advice.
  • Identify critical areas in providing tax advice to clients.
  • Determine communication to clients for tax positions taken on their behalf, including any required return disclosures.

Major Topics

  • Overview of the various types of advice tax professionals provide clients
  • The preparer penalties
  • The duty to advise clients with regard to potential taxpayer penalties
  • The primary AICPA rules with regard to advising and communicating tax advice
  • Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority

CPE Credits Available

2
Total CPE
2
Taxes

Things to Know About This Course

Prerequisites

Tax practitioners with two years experience and a working knowledge of the AICPA Statements on Standards for Tax Services and IRS Circular 230.

Advanced Preparation

None

Intended Audience

CPAs, EAs and tax preparers.

Provider

California Society of CPAs

Register For This Event

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  • ASCPA Non-Member

    $ 109 109
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