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Live Webcast Replay

Tax Practice Standards


Total Credits: 2 including 2 Regulatory Ethics - Technical

Average Rating:
   4
Categories:
ACPEN Industry Institute |  ACPEN Tax Institute |  Tax |  Ethics |  IRS Approved
Faculty:
Allison M. McLeod, LL.M., CPA
Course Levels:
Basic
Duration:
2 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners.  We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law.  Also included will be case studies illustrating dilemmas faced by tax practitioners.

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
 

Basic Course Information

Learning Objectives
  • Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
  • Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
  • Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
  • Understand the common law standards of reasonable behavior and when a tax practioner may be subject to negligence or other types of common law causes of action.

Major Subjects
  • Treasury Circular 230
  • AICPA Statements on Standards for Tax Services (SSTS)
  • Internal Revenue Code (IRC)
  • Common law

Course Materials

Faculty

Allison M. McLeod, LL.M., CPA's Profile

Allison M. McLeod, LL.M., CPA Related Seminars and Products


Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas.   She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England. 

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod has taught at the university level graduate classes on Ethics, Tax Research, Multi-jurisdictional Taxation and Corporate Income Tax.   She also lectures in Financial Accounting and Individual Taxation on an undergraduate level.  She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC.   Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation.  She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses.  Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty.  She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.  


Dates

Tue, Nov 26, 2024 - 07:00pm to 08:57pm EST
Mon, Dec 02, 2024 - 10:00am to 11:57am EST
Wed, Dec 11, 2024 - 12:00pm to 01:57pm EST
Sat, Dec 21, 2024 - 01:00pm to 02:57pm EST
Thu, Jan 09, 2025 - 02:00pm to 03:57pm EST
Thu, Jan 30, 2025 - 04:00pm to 05:57pm EST
Mon, Feb 03, 2025 - 05:00pm to 06:57pm EST
Wed, Feb 12, 2025 - 10:00am to 11:57am EST
Fri, Mar 14, 2025 - 12:00pm to 01:57pm EDT
Mon, Mar 31, 2025 - 01:00pm to 02:57pm EDT
Fri, Apr 04, 2025 - 02:00pm to 03:57pm EDT
Wed, Apr 23, 2025 - 04:00pm to 05:57pm EDT
Sat, Apr 26, 2025 - 11:00am to 12:57pm EDT
Thu, May 01, 2025 - 07:00pm to 08:57pm EDT
Tue, May 20, 2025 - 10:00am to 11:57am EDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For This course is ideal for CPAs, EAs, or other tax professionals.
Original Recording Date 06/2022
Course Developer Allison M. McLeod
Date Added to Catalog 05/17/2022

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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Overall:      5

Total Reviews: 4