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Product Format : Webinar
Presenter(s) : Robert E. McKenzie
Conference Record Date : Fri, Jun 12, 2020
Aired Time : 1 pm ET | 12 pm CT | 11 am MT | 10 am PT
Length : 100 minutes

Standards for Written Tax Advice and Tax Preparation


Ethical Considerations in Tax Matters. With delayed filing deadlines for both federal and state taxes, this year’s tax season will stretch will into the summer. Don’t go into it blindly—make sure you are equipped with the latest intelligence on IRS activities, practices, and representation guidelines.

Join tax attorney Robert E. McKenzie in this detail-packed webinar as he gives you the inside line on IRS representation for 2020 and an insider’s view on timely and valuable topics such as collection procedures and client rights. McKenzie has defended tax professionals before who have been accused of ethical violations—he’s the one you want to bring you up to speed on IRS standards of practice and practical ways to avoid violations.

After attending this ‘Ethical Considerations in Tax Matters’ event, you will know about standards for written tax advice, standards for tax preparation, and the best ways to avoid problems. You’ll also learn about conflicts of interest, due diligence when preparing returns, and standards and penalties for tax preparers.

Session Objectives

  • Conflicts of interest
  • Due diligence when preparing returns
  • Standards and penalties for tax preparers

Session Highlights

  • Understand the standards for written tax advice
  • Uncover the standards for tax preparation
  • Learn the best ways to avoid problems

Who Should Attend

  • Tax accountants
  • CPAs
  • Enrolled agents


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Additional information

Training Format

Transcript, Webinar, Webinar + Transcript