A CPAs Confidentiality Duties in Tax Practice WEBCAST
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
Highlights
Understand CPA confidentiality requirements in tax practice. Distinguish between confidentiality requirements and taxpayer privileges that apply to the CPA.
Prerequisites
None.
Designed For
CPAs and financial professionals that deal with confidential issues.
Objectives
Determine board of accountancy confidentiality rules in tax practice. Understand professional standards for confidentiality. Identify internal revenue code sections 7216 and 6713 uses and disclosure of tax information requirements.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Arthur Dellinger, California CPA Education Foundation
Arthur J. (Kip) Dellinger, Jr., CPA, senior tax partner at Kallman and Co. LLP, CPAs, is chair of the AICPA Tax Division Tax Practice Responsibilities Committee. He is the author of The Practical Guide to Federal Tax Practice Standards (CCH). His client practice focuses on sophisticated accounting issues and tax planning, compliance and controversy representation. Mr. Dellinger has spoken before the USC Institute on Federal Taxation, the UCLA Tax Controversy Institute, the California Tax Bar Annual Meeting, several California CPA Education Foundation conferences, the Illinois CPA Society Annual Tax Conference and the Florida Institute of CPAs Tax Expo. He has written more than four-dozen articles on tax technical and procedural topics.
Non-Member Price $59.00
Member Price $49.00