Tax Practice Standards
Date: Wednesday, August 26, 2026
Instructor: Allison McLeod
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs
2 hours Ethics for EAs and OTRPs
2 hours Ethics for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
This course provides an in-depth exploration of tax practice standards, including IRS Circular 230, AICPA Statements on Standards for Tax Services (SSTS), and other key compliance frameworks. Designed for tax professionals, this session will help you understand ethical obligations, avoid common pitfalls, and implement best practices for delivering high-quality tax services. Stay informed on recent updates and learn how to safeguard your practice against regulatory risks while enhancing client trust.
Who Should Attend
This webinar is ideal for CPAs, enrolled agents, tax preparers, and compliance officers seeking to strengthen their understanding of professional standards and ethical responsibilities. Whether you manage individual returns or complex corporate filings, this session equips you with the knowledge and tools to maintain compliance and deliver exceptional client service.
Topics Covered
- Tax practice standards as defined by common law, Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), and the Internal Revenue Code (IRC).
- Recent situations illustrating repercussions when tax practitioners fail to uphold practice standards.
Learning Objectives
- Identify the core requirements of IRS Circular 230 and AICPA SSTS.
- Understand the practitioner’s duty to keep client matters confidential, and where disclosure is required even without client permission.
- Understand the importance of the duty of confidentiality, competency and proper administration of the tax law.
- Be able to discuss the common law standards describing what constitutes reasonable behavior by a tax practitioner.
- Apply ethical principles to real-world tax practice scenarios.
- Analyze recent regulatory changes and their impact on tax professionals.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (2 hours)
Program Prerequisites
None
Advance Preparation
None
