Ethics In Tax Practice
Credits:	4*	Type:	Live	Fee:	$120.00
Date:  #1	05/22/13	Site:	Port.	Time:	8:15 - 12:00 p.m.
Location:	Bank of America Financial Center 2nd Floor Classroom 121 S.W. Morrison Portland, OR 97204
Registration:	Registration Form - Seating is limited.
Date:   #2	06/27/13	Site:	Vanc.	Time:	8:15 - 12:00 p.m.
Location:	Marshall House 1301 Officers' Row Vancouver, WA 98661
Registration:	Registration Form - Seating is limited.
All Day Courses - Click on title for details.
Credits:	8*	Type:	Live	Fee:	$175.00
Ethics In Tax Practice #1 & Tax Losses A to Z
	05/22/13	Site:	Port.	Time:	8:15 - 4:45 p.m.
Registration:	Registration Form - Seating is limited.
Prof. Conduct and Ethics for Washington CPAs #1 & Ethics In Tax Practice #2
	06/27/13	Site:	Port.	Time:	8:15 - 3:45 p.m.
Registration:	Registration Form - Seating is limited.
Quick Links to SPRING 2013 Classes HALF-DAY COURSES:    Oregon CPA Ethics    Washington CPA Ethics    Advising the Start-Up Business    Ethics and Accounting Fraud    Ethics for CPAs in Business & Industry    Ethics In Tax Practice    Evaluating Life Insurance Policies    Tax Losses From A to Z    Professional Conduct and Ethics for Oregon CPAs    Professional Conduct and Ethics for Washngton CPAs ALL DAY COURSES:    OR CPA Ethics AND Evaluating Life Insurance Policies    Ethics In Tax Practice AND Tax Losses From A to Z    OR CPA Ethics AND Advising the Start-Up Business    WA CPA Ethics AND Ethics In Tax Practice REGISTRATION

Ethics In Tax Practice

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: Review / Update

Description: This course explores common ethics issues arising in tax practice. The course focuses on practical issues rather than theory.

Learn About: Tax Return Positions » When Disclosure on Form 8275-R is Required » Aggressive Tax Planning » Conflicts of Interest » Unauthorized Practice of Law » Revised Treasury Circular 230 » AICPA Ethical Rules 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. Jim co-authored Tax and Financial Planning For The Closely Held Family Business, published by American Law Institute-American Bar Association. more »

* CPE Credit:
New Oregon CPE Ethics Rule Changes:
The Oregon Board of Accountancy recently changed its CPE Ethics rules including hours and which courses it will accept for credit.
1. Active licensees in Oregon are now required to report 4 hours of CPE in professional conduct and ethics EVERY RENEWAL PERIOD.
2. Which ethics courses qualify now depends on whether you have been a CPA for a number of years, or whether you are renewing your license for the first time.
Oregon CPAs renewing their licenses for the first time must take an ethics course pre-approved by the Oregon Board of Accountancy. BrownBagCPE’s Professional Conduct and Ethics for Oregon CPAs is a pre-approved course.
All other Oregon CPAs renewing a license may now take any ethics course that meets the Oregon Board of Accountancy requirements for general cpe courses.

Oregon Licensees: Oregon CPAs, other than those renewing for the first time, may claim either 4 hours Ethics credits or 4 hours for General CPE credits for Ethics In Tax Practice. Oregon CPAs renewing for the first time may only claim 4 General CPE credits.

Washington Licensees: Washington CPAs may claim 4 General CPE credits for Ethics In Tax Practice.

Credit also varies by profession. Please see our page on Professional CPE Requirements.

Registration Policy and Procedure