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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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ETHICS: TAX PRACTICE STANDARDS
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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 CONNECTICUT CPAs
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A BASIC ETHICS GUIDEBOOK FOR NEW YORK 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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BUILDING A FRAMEWORK FOR REGULATORY ETHICS
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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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Self study cpe
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
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-00515-19-S
Subject Area Ethics (Regulatory) (Ethics)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateJul 22, 2020
Date OfferedAug 07, 2020
Series: Ethics
Course Description

Tax law is complicated and the answers are not always clear. When a client wants you to take a position on a tax return, 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 are collecting 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:


  • Determine the ethical obligations of tax professionals as they prepare tax returns or offer advice to clients.

  • Identify ethical standards and penalties that apply to tax planners and preparers.

Ethical penalty selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:20:00 minutes
QUESTION 2: 0:30:00 minutes
QUESTION 3: 0:45:00 minutes
QUESTION 4: 1:20:00 minutes
QUESTION 5: 1:30:00 minutes
QUESTION 6: 1:55:00 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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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.

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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.

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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.