A CPAs Confidentiality Duties in Tax Practice 2024

Monday, February 03, 2025

Webcast or Webinar, Online

1:00 PM - 2:00 PM (opens at 12:30PM) EST

1Credits

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$49.00 Regular Price

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$59.00 Regular Price

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Course Type: Webcast

Course Code: 24/8124874

Level: Intermediate

Vendor: California CPA Education Foundation

Field of Study: Taxes

Overview:

In tax practice, CPAs have significant duties to protect client-taxpayer information under professional standards, California and other states' rules about the practice of accountancy, under provisions in the Internal Revenue Code and other federal or state laws. This course will address those requirements in the AICPA professional standards and Section 7216 of the Internal Revenue Code. Companion course: Foreign Information Returns: Key Forms 2024

Objectives:

• Determine Board of Accountancy Confidentiality Rules in Tax Practice • Understand Professional Standards for Confidentiality • Identify Internal Revenue Code Sections 7216 and 6713 Uses and Disclosure of Tax Information Requirements

Major Topics:

• Understand CPA Confidentiality Requirements in Tax Practice • Distinguish Between Confidentiality Requirements and Taxpayer Privileges that apply to the CPA

Major Topics:

• Understand CPA Confidentiality Requirements in Tax Practice • Distinguish Between Confidentiality Requirements and Taxpayer Privileges that apply to the CPA

Designed For:

CPAs and financial professionals that deal with confidential issues.

Prerequisites:

None