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Self study cpe
Ethics: Tax Practice Standards
Ethics (Regulatory)

ETHICS: TAX PRACTICE STANDARDSx

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 $25.00
Presentation Length 2.0 hours

Recorded DateJanuary 30, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaEthics (Regulatory)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Series: Enrolled Agents, Ethics, Women in Accounting
Course Description

Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.  This course is ideal for CPAs, EAs, or other tax professionals.

Learning Objectives: 


  • Recognize the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.

  • Identify the practitioner’s obligations to disclose certain client information when representing them against the IRS.

  • Recognize the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.

  • Differentiate the common law standards of reasonable behavior and when a tax practioner may be subject to negligence or other types of common law causes of action.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Ethicspractice selfstudy
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Allison McLeod

Allison McLeod - Accounting Malpractice
Speaker & Author
a_m_mcleod@yahoo.com
(214) 403-8622

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Professor Allsion McLeod is currently a full-time Senior Lecturer at the University of North Texas, and has taught classes in Corporate Income Taxes, Multi-jurisdictional Taxation, Individual Taxes, Tax Research, Ethics and Financial Accounting. Prior to going into academia, she worked for 18 years in industry and in a Big Four accounting firm. Professor McLeod earned a law degree from Baylor School of Law, and an LL.M. degree in Taxation from Southern Methodist School of Law. She has been a licensed CPA since 1993 and has been licensed to practice law since 1992.


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About Our Presenter

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Allison M. (Yee) McLeod, LL.M., JD, CPA, has served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice.

Professor McLeod is also a full-time Senior Lecturer at the University of North Texas in Denton, Texas.  Her courses include Ethics, Corporate Taxation, Tax Research and Financial Accounting.