Quality Control in a CPA Tax Practice: Circular 230 Changes WEBCAST

Friday, June 10 8:00am - 12:00pm PDT

Add to Calendar

Your Desk

4.0 Credits

Member Price $159.00

Non-Member Price $209.00

Overview

Impending professional tax practice standards will require that CPA firms adopt Quality Management controls for the tax practices. Treasury Department Circular 230 governs certain aspects of the tax practice of a CPA firm, law firm, or firm of enrolled agents, and the Circular contains provisions that require quality management processes. Learn to reduce inefficiencies, streamline workflow, improve customer service, ensure compliance with professional standards and ultimately give yourself a competitive edge by using quality control best practices, forms, checklists and more.

Highlights

Quality control system: elements, objectives, reviewing and monitoring. Resources. Implementation best practices.

Prerequisites

None.

Designed For

CPAs and tax professionals.

Objectives

Determine appropriate quality controls for your tax practice. Outline ways to utilize your time and resources more efficiently through standardized procedures. Identify sources of quality control aids and resources for your firm. Recognize how to monitor your integrated quality control system.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Arthur Dellinger

Arthur J. (Kip) Dellinger, Jr., CPA, senior tax partner at Kallman and Co. LLP, CPAs, is chair of the AICPA Tax Division Tax Practice Responsibilities Committee. He is the author of The Practical Guide to Federal Tax Practice Standards (CCH). His client practice focuses on sophisticated accounting issues and tax planning, compliance and controversy representation.

Mr. Dellinger has spoken before the USC Institute on Federal Taxation, the UCLA Tax Controversy Institute, the California Tax Bar Annual Meeting, several California CPA Education Foundation conferences, the Illinois CPA Society Annual Tax Conference and the Florida Institute of CPAs Tax Expo. He has written more than four-dozen articles on tax technical and procedural topics.

Return to Top

Non-Member Price $209.00

Member Price $159.00