Description

This 1-hour course is designed for CPAs and EAs who want to stay ahead in the ever-evolving field of tax resolution. Dive into the latest updates to the AICPA Statements on Standards for Tax Services (SSTS) #4 and explore their practical implications for your practice. Through real-world examples and case studies, you'll gain a deeper understanding of how to navigate ethical challenges while maintaining compliance with professional standards.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Instructor: Patrick H. Wanzer, CPA, CTRC

Target Audience

EAs, CPAs who offer Tax Resolution Services

Course Objectives

After attending this presentation, you will be able to...Identify the core principles of Circular 230 and its relevance to tax resolution.Recall the updates in SSTS #4 and their implications for professional conduct.Utilize practical strategies for applying these ethical standards to client interactions, documentation, and dispute resolution.

Subjects

The major topics that will be covered in this course include:This session will provide a comprehensive overview of the ethical guidelines outlined in Circular 230 and the newly updated Statements on Standards for Tax Services (SSTS) #4. Gain insights into how these standards apply to real-world tax resolution scenarios, ensuring compliance and integrity in your practice.