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Ethical & Penalty Standards: Taking Positions on Tax Returns & Advising Clients

ETHICAL & PENALTY STANDARDS: TAKING POSITIONS ON TAX RETURNS & ADVISING CLIENTS

NOTE: All jurisdictions accept courses from registry sponsors to a certain extent. However, some jurisdictions have additional requirements. You can see which jurisdictions have these requirements here: https://www.nasbaregistry.org/cpe-requirements

Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 31, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Course Description

Tax law is complicated, and the answers are not always clear. When a client wants you to take a tax return position, such as reporting income as capital gain or taking a deduction, how sure do you have to be that your position is correct? If the IRS audits the position, when can the client be subject to penalties? When can you, the preparer, be subject to penalties? When you collect information from your client, can you just accept what your client tells you, or do you have to audit the client’s representations? What are your ethical responsibilities under the Statements of Standards for Tax Services when confronted with unclear positions? This program will address these and other questions.

 Learning Objectives:


  • Identify ways to provide your clients with the best advice possible

  • Identify ways to avoid penalties and complying with your ethical obligations

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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For more than thirty years, Bryan C. Skarlatos has represented individuals and corporations in sensitive matters, many of which involve negotiation or litigation with government agencies. He has significant experience in federal and state tax audits, appeals and litigation, criminal tax investigations, and white-collar criminal prosecutions. Mr. Skarlatos also has an active practice providing tax and estate planning advice.

About Our Presenter

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Kostelanetz & Fink, LLP enjoys an unparalleled national reputation for representing clients in sensitive and high-stakes negotiations and controversies with government agencies, including tax audits and trials, regulatory investigations, white collar criminal defense and complex litigation. Our attorneys are dedicated to providing the finest legal services in all phases of representation, from factual development, through an audit or investigation, to trial or negotiated resolution. We also have an active practice providing tax planning advice, estate planning and representation in government procurement and government contracting.