CPAacademy.org | ETHICAL CONSIDERATIONS FOR TAX PROS: RECOGNIZING

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Self-Study CPE

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Ethical Considerations for Tax Pros: Recognizing Conflicts and Asking for Advice

Ethics (Regulatory)

ETHICAL CONSIDERATIONS FOR TAX PROS: RECOGNIZING CONFLICTS AND ASKING FOR ADVICE

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

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Ethics (Regulatory) (Ethics)

CE Credits 1.0 hour

Course Id# - HURS9-E-00554-19-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other

Series: Enrolled Agents, Ethics, Women in Accounting

Course Description

In this webinar, attendees will review the duties of a tax professional in advising clients on tax return preparation and audits. Using real-life examples, we will identify potential conflicts and other problems that may arise in the course of a tax professional's representation, how to identify those conflicts and problems and recommended methods for addressing them. Among the topics covered will be a tax professional's duty of candor to the IRS and the potential for discipline and, in extreme circumstances, criminal prosecution for failure to comply with one's duties.

Learning Objectives:

Sensitize tax professionals to their particular duties in connection with tax return preparation and audits

Provide cautionary tales to highlight the risks of failing to identify and address problems at an early stage

Arm tax professionals with the necessary tools to safely navigate conflicts and other problems that arise in the course of carrying out their duties

Sharon McCarthy

Kostelanetz LLP
Partner
smccarthy@kflaw.com
(212) 808-8100

Sharon L. McCarthy, a Fellow of the American College of Trial Lawyers, has extensive experience representing individuals and corporations in white-collar criminal matters as well as civil and criminal tax controversies. Her cases have included government investigations of tax fraud, mail and wire fraud, accounting fraud, failure to file tax returns, antitrust violations, securities fraud, bank fraud, attorney misconduct, and much more. Ms. McCarthy also conducts sensitive internal investigations for corporate and institutional clients, either facing potential criminal charges or whose officers or employees have engaged in misconduct. She has represented individuals who have been implicated, but not charged, in connection with recent major public corruption cases.

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.

Handout Materials

Presentation Slides

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

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

Kostelanetz, 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.