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Courses:
Tax Return Preparer Penalties: The New Rules
| Professional
Conduct and Ethics for Oregon CPAs & Tax Return Preparer Penalties: The New Rules |
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| Morning - Professional Conduct and Ethics for Oregon CPAs | |||||
| Afternoon - Tax Return Preparer Penalties: The New Rules | |||||
| Credits: | 8* |
Type |
Live. | Fee: |
$175.00** |
| Date: #1 | 06/02/10 | Site: |
Port. | Time: |
8:15 - 4:45 p.m. |
| Location: | Bank of America Financial Center 121 S.W. Morrison Portland, OR 97204 |
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| Lunch: | 1 hour lunch break.*** | ||||
| Registration: | Registration Form - Seating is limited. | ||||
Professional Conduct and Ethics for Oregon CPAs
Audience: CPAs. This 4 hour live course is approved by the Oregon State Board of Accountancy for four hours of professional ethics credit. This course is appropriate for CPAs employed in business and industry as well as those engaged in public practice.
Level: Review/Update
Description: Topics include the Public Accountancy Act, Board rules, and prohibited practices. This live course meets the Oregon State Board of Accountancy requirements for four hours of professional conduct and ethics credit. The course and materials have been developed to fulfill Board of Accountancy requirements. BrownBagCPE is registered as a sponsor with the Oregon State Board of Accountancy to provide CPE Ethics training.
Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Jim, has taught classes on accounting ethics in Portland and the Seattle area for a number of years. He formerly served on the AICPA subcommittee that oversees ethics testing on the CPA Exam. Jim, who is Of Counsel to the law firm Draneas & Huglin, P.C., has published several articles on both accounting ethics and the legal problems of accountants facing malpractice charges. more »
Tax Return Preparer Penalties: The New Rules
Audience: This course is designed for all professionals who prepare taxes or give tax advice to clients including CPAs, CFPs, enrolled agents, licensed tax practitioners, and attorneys.
Level: Basic
Description: New IRS preparer penalties include up to a $1,000 preparer penalty for a “tax understatement” if the return preparer lacked a “reasonable belief” in the correctness of the item’s tax treatment. The $1,000 penalty rises to as high as $5,000 if the IRS decides the understatement was “willful or reckless.” The IRS has raised the stakes for taking aggressive tax return positions. This course examines the new rules, disclosure requirements and common traps for preparers.
Learn About: The revised Circular 230 » Who, exactly, is a return preparer » The “reasonable belief” and “reasonable possibility” standards » What is “substantial authority” » Other preparer penalties » Suspension from practice before the IRS » The taxpayer’s standard » When disclosure on Form 8275-R is required » Dishonest return preparers » Common scams » 2007 and 2008 statutory changes » and How to spot potential problem clients.
Instructor: Jim Jurinski, Attorney/CPA (Oregon and Washington).
Jim is Of Counsel to the law firm Draneas & Huglin, P.C., a law firm focusing on wills, trusts, tax issues, and general business matters, and the co-author of Tax and Financial Planning, For The Closely Held Family Business, published by American Law Institute-American Bar Association. more »
* Credit varies by profession. Please see our page on Professional CPE Requirements.
** Take these courses separately:
$115.00 for the morning session,
Professional Conduct and Ethics for Oregon CPAs.
$115.00 for the afternoon session,
Tax Return Preparer Penalties: The New Rules.
*** Lunch is 1 hour. Please bring your own brown bag lunch or eat at one of the many restaurants or fast food outlets nearby. Beverages are provided.
