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Tax Practice Ethics and Standards of Professional Conduct:
Navigating Today's Tax Practice Professional Responsibility Rules
A Live Audio Seminar from CCH
Thursday, May 15, 2008 - 1 PM Eastern; Noon Central; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn What Ethical and Professional Responsibility Rules Tax Practitioners Must Follow
Today's tax practitioners and firms must be acutely familiar with a variety of standards from various rulemaking bodies that provide ethical codes and professional responsibility rules. Internal Revenue Code provisions, Treasury Circular 230, AICPA Statements on Standards for Tax Services, State Board of Accountancy ethics rules, ABA Model Rules of Professional Conduct, National Association of Enrolled Agents Code of Ethics and Rules of Professional Conduct, and other groups’ ethics rules all guide practitioners engaged in a tax practice. Some of these sources and their provisions overlap with each other, but unfortunately they do not always agree entirely with each other. This has caused confusion and placed tax professionals and their firms in difficult situations in how to properly carry out their professional responsibilities. And, in recent years, tax practitioners have become subject to an array of new and broadened standards and penalties that have created numerous complexities and much consternation within tax professional community. Ethics and tax practice standards controversy is clearly on the rise and new IRS rules and enforcement activities have changed how tax practice is conducted and how client relationships and communications must be managed. Penalties for non-compliance range from negative publicity and tarnished professional reputations to monetary penalties, censure, suspensions, sanctions and criminal penalties. Tax practice ethics is a topic that can no longer be ignored.
This two-hour audio seminar on Thursday, May 15th provides a practical overview of this maze of ethical rules that govern CPAs, attorneys, enrolled agents, enrolled actuaries, appraisers, and others in tax practice. Seasoned tax practitioners, authors and commentators, Harvey Coustan, CPA and Michael Goller, J.D., will discuss the rules that tax practitioners and firms must be keenly aware of in successful tax practice, and they will examine the critical line between the practitioners' duty to clients, to their profession and their duty to the tax system -- a line that has become less clear, more complicated, and fraught with traps for the unwary. Coustan and Goller will explore the professional conduct landscape impacting professionals involved in tax return preparation and tax planning, and they will compare and contrast the rules that apply to all tax practitioners with those rules that apply to specific professions. You’ll get practical insights and real-world takeaways on the heightened and controversial tax practice ethical standards and what practitioners need to do to know to navigate the complex array of professional responsibility requirements.
All professionals who advise clients on tax matters will benefit from this essential seminar. The presentation time will include ample opportunity for you to ask your most pressing questions to Michael Goller and Harvey Coustan, so you can practice with confidence and avoid problems.
Program Topics
Among the topics Goller and Coustan will cover are:
- Background on the various rulemaking groups that set ethics and professional responsibilities for tax professionals—AICPA, Treasury, ABA, etc.
- Review of the array of ethical conduct documents and sources of guidance for tax professionals—AICPA Code of Professional Conduct and Statements on Standards for Tax Services (SSTSs), Treasury Circular 230, ABA Model Rules of Professional Responsibility, State Board of Accountancy ethics rules, Internal Revenue Code, etc.
- Discussion of which rules apply to all tax professionals and which apply to particular professions
- Identification of various penalties applicable to tax practitioners for non-compliance
- Analysis of recent developments and trends related to tax practice standards
- Best practices practitioners and firms can implement to comply with the various standards and avoid problem areas
Learning Objectives
- Understand the various governing groups that set professional conduct standards impacting tax practitioners and which documents, guidelines and provisions relate to those requirements promulgated by those regulatory and professional bodies
- Know what professional conduct rules and responsibilities that licensed tax professionals must satisfy in carrying out their services
- Understand the ethical issues and complexities in serving multiple constituents—duties to clients and their interests, to yourself and your profession, and to the government and the tax system
- Know the potential penalties for violating professional conduct rules and requirements
- Identify best practices for tax practitioners and firms on meeting their professional responsibilities
Register today for this insightful program on Thursday, May 15 at 1 PM Eastern, Noon Central; 10 AM Pacific.
SPECIAL BONUS—each registered site will also get a free issue of CCH’s Journal of Tax Practice and Procedure
About the Speakers:
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MICHAEL G. GOLLER, J.D. is a shareholder with the law firm, Reinhart Boerner Van Deuren s.c. in Milwaukee, Wisconsin. He focuses on tax controversy and tax litigation, as well as tax planning for clients ranging from large public corporations to mid-sized, privately-held businesses and their owners. Michael works on behalf of his clients in disputes with the IRS, Department of Justice and various other taxing authorities.
An experienced tax attorney and tax litigator, Michael helps his clients navigate the challenges of complex federal and state tax audits, disputes, administrative appeals, trials, and subsequent appeals. He has an impressive track record of both trying cases and negotiating favorable settlements for his clients before trial. Michael regularly shares and deepens his expertise as a tax litigator through professional speaking and writing. He frequently speaks to professional and business audiences and organizations on issues of tax controversy, tax litigation and tax planning.
Michael is a faculty member at the University of Wisconsin Milwaukee's School of Business where he teaches Tax Practice and Procedure in the Graduate Tax Program, and he has authored a number of significant articles and publications, including CCH’s Federal Tax Practice and Procedure Course. |
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HARVEY COUSTAN, CPA Harvey Coustan is a consultant with the National Tax Office of RSM McGladrey, specializing in technical, procedural, and organizational matters. He retired as a partner from Ernst & Young in 1998, where he held several leadership positions, including partner in charge of the firm’s National Tax Practice in Washington, D.C. He has spoken at numerous conferences, and his articles have appeared in several professional publications, including CCH’s Journal of Tax Practice and Procedure and TAXES: The Tax Magazine.
He is a co-chair of the AICPA’s Tax Shelter Issues Task Force, has chaired the AICPA and Illinois CPA Society Tax Executive Committees, and has served on both the AICPA and Illinois CPA Society Boards of Directors. Harvey has also served on the Commissioner of Internal Revenue's Advisory Committee and on the JJ Pickle House Ways and Means Committee Task Force on Civil Tax Penalties. He is a member of the National Conference of Lawyers and CPAs, and he has served as an assistant professor at DePaul University, an adjunct faculty member at Northwestern University Kellogg Graduate School of Management, and a Professorial Lecturer at Georgetown University. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
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Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Basic
- NASBA Field of Study: Regulatory Ethics
- Prerequisites: None
- Learn More About CCH's NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 – Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 – The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 – This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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