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Self-Study CPE
TAX VALUATION ETHICS STUDIES
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A REVIEW OF CIRCULAR 230 AND THE AICPA STATEMENTS ON STANDARDS FOR TAX SERVICES
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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TAX RETURN PREPARER ETHICAL ISSUES
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REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
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2020 ETHICS FOR WASHINGTON CPAS
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MANAGING ETHICAL DILEMMAS FOR TEXAS CPAS
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EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
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A BASIC ETHICS GUIDEBOOK FOR NEW YORK CPAs
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A BASIC ETHICS GUIDEBOOK FOR CONNECTICUT CPAs
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A BASIC ETHICS GUIDEBOOK FOR OREGON CPAs
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ETHICAL CONSIDERATIONS FOR TAX PROS: RECOGNIZING CONFLICTS AND ASKING FOR ADVICE
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THE CPA'S GUIDE TO TAX CRIMES AND DIVORCE
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CONFLICTS OF INTEREST BETWEEN CLIENTS, YOU AND THE IRS
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ETHICAL DILEMMAS IN REPRESENTATION
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ETHICS FOR ACCOUNTANTS IN THE COVID AND POST COVID ERAS
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BUILDING A FRAMEWORK FOR REGULATORY ETHICS
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ETHICAL & PENALTY STANDARDS: TAKING POSITIONS ON TAX RETURNS & ADVISING CLIENTS
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Self study cpe
Ethics: Tax Practice Standards

ETHICS: TAX PRACTICE STANDARDS

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$40.00
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits2.0 hours
CE Credits 2.0 hours
Course Id# - HURS9-E-00575-20-S
Subject Area Ethics (Regulatory) (Ethics)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJan 30, 2020
Date OfferedJan 31, 2020
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.

Ethicspractice selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 00:10:45 minutes
QUESTION 2: 00:51:30 minutes
QUESTION 3: 1:08:30 minutes
QUESTION 4: 1:32:00 minutes
QUESTION 5: 1:32:00 minutes
QUESTION 6: 1:35:00 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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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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NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.