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Self-Study CPE
TAX RETURN PREPARER ETHICAL ISSUES
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A REVIEW OF CIRCULAR 230 AND THE AICPA STATEMENTS ON STANDARDS FOR TAX SERVICES
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ETHICS AND PROFESSIONAL CONDUCT: PRACTICE BEFORE THE IRS
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ETHICS FOR CPAS: AICPA CODE CHANGES & NEW BUSINESS CHALLENGES
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ETHICS UPDATE: CIRCULAR 230 CHANGES AND HOT TOPICS
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ETHICAL ISSUES WITH RESPECT TO TAX OPINIONS
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Ethicalissues caplin

ETHICAL ISSUES WITH RESPECT TO TAX OPINIONS

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 
CPE Processing Fee$20.00  Webinar TranscriptionN/A     Presentation Length Hour(s)2.0 hours  CPE2.0   2 hours for EAs (Ethics): Course Id# - HURS9-E-00092-16-O  Subject AreaEthics (Regulatory)  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateDec 19, 2016  Date OfferedDec 19, 2016  Who should attend?CFO / Controller
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Course Description

Tax professionals provide informal and formal opinions on a daily basis. It is not uncommon for an opinion to be challenged or used by a client as a defense against penalties. This course will consider the various risks associated with issuing tax opinions and the ethical obligations of tax practitioners. In addition, the course will cover best practices and also what happens when the ethical rules are broken.

Learning Objectives

  • Identify the ethical obligations of tax practitioners, including requirements relating to reportable transactions, due diligence, conflict of interest, and issuing tax opinions.

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 11:00 minutes
QUESTION 2: 41:00 minutes
QUESTION 3: 47:00 minutes
QUESTION 4: 1:05:00 minutes
QUESTION 5: 1:21:00 minutes
QUESTION 6: 1:44:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Travis concentrates his practice on federal and state civil and criminal tax controversies, tax planning, and estate planning. He represents individuals, partnerships, and corporations through all stages of tax investigations and litigation. He also works with individuals and families to efficiently plan for the future, including estate planning and business succession planning. In addition, Travis is an Adjunct Professor at Georgetown University Law Center, where he has taught criminal and civil tax controversy courses. Prior to co-founding Greaves | Wu, he served as the Tax and Economic Policy Advisor to Louisiana Governor Bobby Jindal, practiced in the tax group of a major international law firm and served as an Attorney Advisor at the United States Tax Court.

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Josh Wu advises large corporations, mid-size businesses, startup companies, and high-net-worth individuals on all aspects of federal tax law. He has particular experience with resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters.

Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit.

He regularly helps clients respond to IRS information document requests, manage electronic discovery, prepare for interviews with the IRS, and navigate procedural issues.

Prior to joining Strasburger, Josh worked for several international law firms, including Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Founded in 1939, Strasburger serves the legal needs of local, regional, national, and international companies, privately held businesses, governmental entities, and individuals. The firm has more than 200 attorneys with offices in Austin, Beaumont, Collin County, Dallas, Houston, Mexico City, New York, San Antonio, and Washington, D.C.