Ethics in Tax Practice

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 Objective:

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 director with the Denver law firm of Ireland Stapleton Pryor & Pascoe, PC. During his 20-year practice he has represented hundreds of taxpayers in resolving civil and criminal disputes with federal, state, and local taxing authorities, as well as representing members of the accounting profession in all manners of disciplinary proceedings and malpractice claims. He earned his bachelor's degree at the University of California Santa Cruz and law degree at the University of Denver College of Law. He is a sought-after lecturer for continuing professional education seminars and is a past adjunct professor at the University of Denver Graduate Tax Program.

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