Study Group: Tax Practice Ethical Standards

Sep 13, 2016 02:00pm -
Sep 13, 2016 03:00pm
(GMT-5)

Event Description

 

 
 
 

Tax Practice Ethical Standards

 

Presented by: Jim Rigos, JD, LLM, CPA

 

*Award Winning Course & Speaker*

 

Program Description

This course covers the five broad areas of AICPA rules, Pub 230 rules, reported court decisions on point, dangerous engagements, and how to effectively craft a tax engagement letter. 

 

Learning Objectives

Our objectives are to explore:

  • High risk areas in tax practice
  • Tax conflicts of interest
  • Trust fund taxes and fiduciary duty
  • Aggressive tax positions and quantum of necessary support to avoid penalties
  • Preparer v. advisor opinion letter liability
  • Defensive engagement letter components  

 

Date & Time

Tuesday, September 13, 2016                                                                

2:00 p.m. - 3:00 p.m. Eastern Standard Time (11:00 a.m PST)

Education

NASBA-approved for 1.0 CPE credit in Behavioral Ethics; 1.0 (M)CLE credit*
 

Cost

 

Education Credit: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

 

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The teleconference information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by September 8, 2016 and will be subject to a $5.00 cancellation/administration fee. For information on the cancellation policies, please contact our office at 888-ATTY-CPA ext. 2.

 

Additional Information

Delivery Method: Group-Live

Program Level: Update

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

 

About the Presenter

 

James J. Rigos, JD, LLM, CPA

Jim Rigos is an award winning presenter and attorney-CPA who has written and lectured widely in accounting, ethics, and legal topics.  He graduated from Boston University Law School and has served on the AICPA's Accountants Liability committee.  He is presently a National Director of the American Academy of Attorney-CPAs and chairs their national ethics and dual practice committee.   

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

 

 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) 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.learningmarket.org

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. 

 
 
 

 

 


Event Type:Study Group
Early registration ends on Jul 24, 2016.
Regular registration starts on Jul 25, 2016 and ends on Sep 13, 2016.
Late registration starts on Sep 14, 2016.
(GMT-05:00) Eastern Time (US & Canada)