Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Tax Practitioner Responsibilities and Ethics (TAXE4)

NEW! 4-Hour Program

WHY ATTEND THIS COURSE?

Tax practitioners are under increased regulation as to their tax practices. Both the IRS and AICPA have increased the responsibilities of practitioners. The IRS imposes penalties for those who do not follow their regulations. Many practitioners are not aware of how simple procedures can result in severe disciplinary action.

DESIGNED FOR...

All tax practitioners who prepare or sign tax returns.

OBJECTIVE

Participants will be able to:

  • Understand responsibilities that are required by Circular 230
  • Understand complex preparer penalties and ways to avoid them
  • Understand how the AICPA Code of Professional Conduct, Tax Standards, and Attestation Standards affect tax practitioners
  • Understand the need to properly address (or avoid) client requests for comfort letters

MAJOR SUBJECTS

  • IRS Circular 230
  • Tax penalties
  • AICPA Code of Conduct
  • Statements on Standards for Tax Services (SSTSs)

COURSE ACRONYM: TAXE4

PRESENTATION METHOD: Group-live

LEVEL OF KNOWLEDGE: Intermediate

PREREQUISITES:

  • None

ADVANCE PREPARATION: None

FIELD OF STUDY: Regulatory Ethics

RECOMMENDED CPE CREDIT: 4 hours


CPE Sponsor icon

SmartPros®, A Kaplan Company and Loscalzo Institute, A Kaplan Company are 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.