Tax practice isn’t just about getting the return right—it’s about navigating a complex web of rules, ethics and real-world judgment calls. This course brings you up to speed on the latest developments so you can operate with confidence and credibility.

You’ll review the standards that govern your work, including IRS regulations, Treasury Department Circular 230, AICPA guidance and state-specific rules. More importantly, you’ll see how these requirements play out in practice, especially when dealing with conflicts of interest, flow-through entities and multi-state considerations.

We’ll also tackle practical risk areas, including malpractice exposure and the limits of the accountant-client privilege. Through real-world scenarios, you’ll sharpen your ability to make sound decisions under pressure.

If you prepare or represent tax returns, this is essential knowledge. It helps you protect your clients, your reputation and your license, while staying ahead of an ever-evolving regulatory landscape.

This course fulfills the California Board of Accountancy’s four-hour ethics education requirement and is eligible for the Ethics4Free. Learn more.