Content Provider

Self-Study CPE
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View Details/Register
View Details/Register


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: 
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.

Handout Materials
Presentation Slides
Review Questions
Review questions are designed to test your knowledge at specified intervals through the course. Please pause the video at the following intervals before resuming the video. Review questions should be submitted after the entire video has been viewed.

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.

Joshua Wu

JW Law
(571) 294-3850

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Josh helps startup companies, mid-size businesses, and individual clients remain in compliance with U.S. tax laws, and guides clients on appropriate procedures to reduce their tax burdens.

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. With considerable experience handling multijurisdictional investigations, Josh regularly works with foreign companies, trusts, and advisors to resolve inbound U.S. tax and reporting issues.

In addition, Josh is involved in the D.C. metro area startup community; he works with angel investors and coworking spaces to assist emerging companies to implement business practices and legal structures to facilitate their growth and access to funding. Prior to co-founding Greaves | Wu, he worked for an international law firm, Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.


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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor

At CPAacademy, we believe in the utilization of free live online education to support our clients in maximizing exposure and selling their professional services. As the accounting industry’s most innovative independent source for online education, the strength of comes from our community of presenters and sponsors.