Houston - Tax Preparer or Tax Police - The New Paradigm for Tax Return Engagements

Feb 17, 2017 08:30am -
Feb 17, 2017 09:30am

Event Description



The South Texas Chapter of the American Academy of Attorney-CPAs presents:


"Tax Preparer or Tax Police" 

The New Paradigm for Tax 

Return Engagement


Presented by: S. Mark Klecka


Program Description & Learning Objectives

  • Knowledge of the tax gap and IRS use of preparer penalties to replace IRS auditing deficiencies
  • Background on "due diligence" and how it relates to tax return engagements
  • Disclosures to be used to mitigate tax return engagement preparer penalties
  • Ethics- Conflict of Interest in new tax return preparation environment and the need to have client written informed consent to prevent potential malpractice claims.


Date & Time                                                                    

Friday, February 17, 2017 (The Chapter will not be meeting in January due to the SW Regional Education Conference)                                                                

8:30 a.m. - 9:30 a.m. (Breakfast Provided)   



FCA Offices, 791 Town & Country, Suite 250,  Houston, TX



NASBA-approved for 1.00 CPE credit in Business Law; State Bar of Texas approved for 1.00 MCLE credit including .25 hours of legal ethics.


Free Admission

Admission is FREE for all business professionals. For information on the cancellation policy please call 888-ATTY-CPA ext. 2.

About the Presenter


S. Mark Klecka

  • Graduate of University of Houston with degree in accounting-1976
  • Texas CPA - 1979
  • Graduate of Concord Law School-2009
  • Admitted to California Bar-2012
  • Practicing accounting and tax return preparation in my own firm since 1991


Registration is available at www.attorney-cpa.com or by phone 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


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




Event Type:Chapter Meeting
Early registration ends on Jan 04, 2017.
Regular registration starts on Jan 05, 2017 and ends on Feb 18, 2017.
Late registration starts on Feb 19, 2017.