Webcast: Tax Practice Conduct Standards: Circular 230 & AICPA Statements on Standards (CATSND116)
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When: 12/22/2016
8:30 AM until 4:00 PM
Where: Webcast
United States
Presenter: Arthur J. Dellinger, CPA

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Acronym CATSND116
CPE 8 hours
Vendor CalCPA
Level Overview
Yellow Book No
Prerequisite None
Who should attend CPAs, attorneys and enrolled agents who want to understand the rules governing tax practice conduct.
Members $245
CPA Non-Members $375

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.


Meet your four-hour ethics requirement while addressing significant changes in the statutory and regulatory standards governing you as a tax practitioner. We'll explore the rules that govern your professional conduct in tax practice, including your responsibilities with respect to advising clients on tax positions and related penalty avoidance.

Portions of the course materials are reprinted or adapted from Kip Dellinger's book, Practical Guide to Federal Tax Practice Standards, published by CCH.

Formerly titled: Tax Practice Standards, Conduct and Quality Control for California CPAs

Materials are provided as an ebook.


  • Identify federal and California rules governing the conduct of tax practitioners, including Circular 230, Statements on Standards for Tax Services and statutory requirements.
  • Recognize new federal preparer penalty and disclosure provisions with regard to tax positions.
  • Determine how to implement quality control in a tax practice.


  • Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and AICPA Statements on Standards for Tax Services.
  • Tax shelter and reportable transactions issues in depth.
  • Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements.