Our presenter, Lance, and his firm receive hundreds of calls annually from CPAs getting sued by their clients or fined by the IRS for signing tax returns that include listed or reportable transactions. Sometimes these violations are as innocuous as a bad retirement plan or penalties for owning cryptocurrency. Other times, it can be complicated such as participating in captive insurance, conservation easements, violations of section 79 or 419, or other potentially reportable transactions.

There are easy ways that accountants can avoid these disastrous situations. Most CPAs don't think this could ever happen to them, yet thousands of CPAs become involved merely by signing a return. Attend this webinar to learn steps to avoid legal hot water!

Learning Objectives:

• Recognize abusive tax shelters


• Identify how to help clients without breaking the law


• Determine how accountants can avoid being sued or fined by the IRS

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