Virtual
A CPAs Confidentiality Duties in Tax Practice 2024
Date: Feb. 3, 2025
Time: 10 – 11 a.m. PT
CPE: 1
Overview
In tax practice, CPAs have significant duties to protect client-taxpayer information under professional standards, California and other states' rules about the practice of accountancy, under provisions in the Internal Revenue Code and other federal or state laws. This course will address those requirements in the AICPA professional standards and Section 7216 of the Internal Revenue Code.
Companion course: Foreign Information Returns: Key Forms 2024
Product Code
1000002658-124874
Credit Type
CPE: 1CPE-Technical: 1CTEC-TX: 1IRS-TX: 1Accessibility
Closed Captioning Available
Intended Audience
CPAs and financial professionals that deal with confidential issues.
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
None
Advance Preparation
None
Learning Objectives
Major Subjects
- Understand CPA Confidentiality Requirements in Tax Practice
- Distinguish Between Confidentiality Requirements and Taxpayer Privileges that apply to the CPA
Faculty
Arthur John Dellinger Jr.
As senior tax partner at Cooper Moss Resnick Klein & Co. LLP, Kip Dellinger provides services as an expert in the areas of CPA tax practice regulatory discipline and malpractice matters; this includes his engagement by Big 4 CPA firms as an expert pertaining to conduct matters and substantive technical issues in several tax shelter malpractice cases. He also represents clients in tax controversy matters and provides services to tax counsel in ...
More about Arthur John Dellinger Jr.Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.