Tax Practice Ethical Standards

Presented by: Jim Rigos, JD, LLM, CPA

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, June 12, 2018                                                                

2:00 p.m. - 4:00 p.m. Eastern (11:00 a.m PT)

Education

NASBA-approved for 2.0 CPE credit in Behavioral Ethics; 2.0 (M)CLE credit*
 

Cost

Education Credit: AAA-CPA Members $20.00; Non-Members $40.00

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

Registration  

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 June 10, 2018 and will be subject to a $5.00 cancellation/administration fee. For information on the cancelation 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.nasba.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.