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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 NEW YORK CPAs
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Free cpece webinars
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
Available Date(s)
Wednesday, November 11, 2020: 10:00AM EST

Cost Free
CPE Credits 2.0 hours
CE Credits 2.0 hours
Course Id# - HURS9-E-00515-19-O
Subject Area Ethics (Regulatory) (Ethics)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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:


  • Identify ways to provide your clients with the best advice possible. 

  • Identify ways to avoid penalties and complying with your ethical obligations.

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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.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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Nasba

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

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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

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.