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BUS-X818LS Ethics for Tax Professionals




Course Description

Current Ethical Issues Affecting Tax Professionals' Practices

Ethical considerations for tax professionals have never been more important. With the development of the IRC § 6694(b) penalty and the proposed expansion of Cir. 230 § 10.36, the potential for practitioner discipline and sanctions has never been greater. But a great number of unanswered questions have also arisen as a result of recent litigation surrounding practicing before the IRS. Nevertheless, the proposed revisions to Circular 230 and recent disciplinary cases from the IRS’s Office of Professional Responsibility have created several hot issues in this area that will impact all tax professionals. We invite you to attend and learn about these and other relevant issues affecting ethical dilemmas for tax officials.

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Learner Outcomes

  • Recognize the proposed changes to Circular 230
  • Analyze several relevant topics, including conflicts of interest, advertising, and public relations change
  • Define recent litigation surrounding practicing before the IRS
  • Identify return preparer penalty issues
  • Recognize OPR disciplinary cases and opinions

Course Details

Number of Units: 4 MCLE's and Legal Specialization credits in Taxation Law

University of San Diego School of Law is a State Bar of California approved provider of MCLE and Legal Specialization in Taxation Law credits and certifies that this activity is approved for 4.0 hours of general MCLE and 4.0 hours of Legal Specialization in Taxation Law.

Instructor:

Kevan P. McLaughlin, Esq., LL.M, is the founder of McLaughlin Legal, a San Diego boutique law firm with an emphasis on civil and criminal tax litigation. Mr. McLaughlin has represented numerous clients before the IRS, Franchise Tax Board, State Board of Equalization, and Employment Development Department. He is a frequent lecturer to CPA’s on issues of ethics in tax law and has been published in the Journal of Accountancy and twice in Tax Notes Today.

Who should attend: Tax attorneys, CPA’s, enrolled agents, or any individual responsible for managing or overseeing a firm’s tax practice.

Prerequisites

None


Applies Towards the Following Certificate(s), Professional Programs and Series



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