Email Disclaimers (Completed)
Date: Tuesday, August 6, 2024
Instructor: Susan Harper
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs |
|
Explore email disclaimers with Susan Harper, Certified Fraud Examiner, and former IRS Internal Revenue Agent of 34 years. This webinar will help you comply with your ethical duties by considering disclaimers appropriate in certain circumstances. Consider the disclaimers of any duty to update tax advice for tax law changes to disclaimers to assert confidentiality or privilege and more. With more than 20 years instructing CPE courses, Susan will deliver an entertaining and informative discussion to address email disclaimers while incorporating case studies.
Topics Covered
- Circular 230 Disclaimer
- Duty to Update Advice
- Confidentiality & Nondisclosure
- Privilege
- Preliminary Advice
- Reasonable Reliance on Facts
- No Use for a Tax Shelter
- Prohibiting Use by Others
- Case Studies
Learning Objectives
- Understand usefulness of email disclaimers
- Facilitate compliance with Circular 230 ethical duties
- Consider disclaimers appropriate for certain circumstances
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Regulatory Ethics (1 hour)
Program Prerequisites
None
Advance Preparation
None
