| Ethics In Tax Practice |
| Date: |
12/27/11 |
Type: |
Live |
Time: |
1:00 - 4:45 p.m. |
| Credits: |
4* Ethics or General (See below) |
Fee: |
$120.00** |
| Location: |
Bank of America Financial Center
2nd Floor Classroom
121 S.W. Morrison
Portland, OR 97204 |
| |
| Registration: |
Registration
Form - Seating
is limited. |
| |
| All Day Course - Click on title for details. |
| Credits: |
8* |
Type: |
Live |
Fee: |
$175.00 |
| |
| Prof. Conduct and Ethics for Washington CPAs #4 & Ethics In Tax Practice |
| |
12/27/11 |
Site: |
Port. |
Time: |
8:15 - 4:45 p.m. |
| Registration: |
Registration
Form - Seating is limited. |
|
|
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.
** Take two courses together and save $55.00.
$175.00 for both the morning and the afternoon session of these courses.
8 hours of cpe credit.
On December 27th:
Professional Conduct and Ethics for Washington CPAs #4 (morning). &
Ethics In Tax Practice (afternoon).
More information at:
Professional Conduct and Ethics for Washington CPAs #4 & Ethics In Tax Practice.
Registration
Policy and Procedure