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Tax Practice Conduct Standards: Circular 230 and AICPA Statements on Standards for Tax Services (4171525D)

Date:Tuesday, January 16, 2018
Time:9:30 AM - 5:00 PM
(Registration at 9:00 AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Arthur J. Dellinger
Vendor:California CPA Education Foundation
Course Level:Overview
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


Meet the four-hour ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. Explore the rules that govern one's professional conduct in tax practice, including the responsibilities in respect to advising clients on tax positions and related penalty avoidance.

Portions of the course materials are reprinted or adapted from Kip Dellinger's book, Practical Guide to Federal Tax Practice Standards, published by CCH.

Formerly titled: Tax Practice Standards, Conduct and Quality Control for California CPAs

  • Identify federal and California rules governing the conduct of tax practitioners, including Circular 230, Statements on Standards for Tax Services and statutory requirements.
  • Recognize new federal preparer penalty and disclosure provisions with regard to tax positions.
  • Determine how to implement quality control in a tax practice.

Major Topics:
  • Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and;AICPA Statements on Standards for Tax Services.
  • Tax shelter and reportable transactions issues in depth.
  • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements.

Who Should Attend:

CPAs, attorneys and enrolled agents who want to understand the rules governing tax practice conduct.


Advanced Preparation:


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Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.