Ethics in Tax Practice (170)

General Description:

This course focuses on ethical responsibilities in tax practice. Participants will analyze the professional standards that govern return preparers and those that govern practitioners representing taxpayers before the IRS, including the accountant-client privilege, Circular 230, Statements on Standards for Tax Services, AICPA Code of Conduct, the professional standards arising under the Internal Revenue Code, recommended standards of tax practice applicable to the profession, and any current period changes in the Colorado State Board of Accountancy's rules and regulations, as well as changes in statutes pertinent to CPAs (the accountancy law).

Learning Objectives:

After completing this course the participant will be able to:

• Explain the ethical guidelines applicable to tax accountants and return preparers nationwide and in Colorado.
• Apply best practices in the firm to ensure compliance with all ethical and regulatory requirements for preparers of federal and Colorado state tax returns.

Instructors:

Brian F. Huebsch is a tax attorney and partner with Anderson & Jahde, PC. Over the past 17 years he has represented hundreds of taxpayers in resolving their civil and criminal tax ­problems. He and Steven Anderson also represent attorneys and accounting professionals in ­disciplinary and other professional matters, and serve as local insurance defense counsel for a large CPA malpractice insurance carrier. He presents continuing professional education ­seminars regularly for CPE4U.

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