Tax Practice Ethical Challenges and Circular 230 WEBCAST

Overview

This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will be discussed. NOTE: This course does NOT meet Washington State Ethics Requirements.

Highlights

Circular 230 (IRS) rules for conducting a “best” tax practice. How to avoid tax return preparation penalties. Recent developments impacting today’s tax practice. Review of tax return preparer’s registration rules. Explanation of the revised AICPA Code of Professional Conduct. Contingent fees.

Prerequisites

None.

Designed For

CPAs in public accounting and members in industry.

Objectives

Apply professional ethical guidance to professionals in public practice accounting. Identify key Circular 230 issues and best practices.

Preparation

None.

Notice

None.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Douglas Van Der Aa

Leader Bios

Douglas Van Der Aa

Doug Van Der Aa is a Tax Manager for the Grand Rapids, Michigan firm of Hungerford, Aldrin, Nichols & Carter, PC, CPAs and Consultants, where he specializes in the preparation and review of individual, corporate, estate, trust and partnership tax returns for small and mid-sized businesses; acquisition, and reorganization and financing of corporations, limited partnerships and limited liability companies; complex commercial real estate transactions (Section 1031 tax-free exchanges, leasing, purchase/sale); tax research and planning. Over the past 10 years, Doug has taught several accounting and tax courses for Grand Valley State University, Hope College and Davenport University, as well as served as a speaker for the Michigan Association of CPAs. Doug received his B.S. in accounting from Dordt College and his Juris Doctor from the University of Illinois. He is a member of the MACPA, Michigan State Bar, AICPA and the Economic Club of Grand Rapids.

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