Webcast: Arizona Accounting Ethics w/Emphasis on Tax Practice Issues

Overview

CPAs in tax practice face unique issues when applying the Arizona state accountancy law and regulations and the AICPA Code of Professional Conduct. This program is meant to take the tax practitioner through governing state law, state board regulations and the AICPA Code of Conduct, pointing out those areas that create issues in tax practice.

This program helps you meet the “best practices” standard, other ethical standards and regulatory requirements. It will also include discussion of privileged communication and various penalties that apply to tax practitioners. Don’t miss this informative update from a nationally recognized Arizona expert, Ed Zollars.

Highlights

Final Circular 230 rules for CPAs who prepare returns or provide tax opinions.
State law governing the practice of accounting.
State Board of Accountancy rules.
AICPA Code of Professional Conduct.
AICPA Statements on Standards for Tax Services.
Preparer penalties.
Professional liability in tax practice.
Current practice and ethics issues.

Prerequisites

None

Designed For

CPAs in public practice.

Objectives

Apply state accountancy laws and regulations to a tax practice.
Consider the implication of Circular 230 as it is referenced under Arizona state rules and its interaction with Arizona law, rules and the AICPA standards.
Avoid unnecessary exposure to penalties and malpractice claims in your tax practice.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Edward Zollars, CPA, Thomas, Zollars & Lynch, Ltd.

Leader Bios

Edward Zollars, CPA, Thomas, Zollars & Lynch, Ltd.

Edward K. Zollars, CPA, is in public practice in Phoenix, Arizona as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He has been in practice for more than 35 years, specializing in tax issues for closely held businesses and individuals. Zollars has been professionally involved with both tax and technology issues, combining the two disciplines in producing the Current Federal Tax Development Update Podcast and website, dealing with current tax issues. He has been a member of AICPA Tax Division Committees focusing on tax and technology issues and was the Tax Section’s representative on three occasions to the AICPA’s Top Ten Technologies project. He is also a member of the Phoenix Tax Workshop’s Advisory Committee and currently serves on the Tax Legislation Liaison Committee for the Arizona Society of CPAs. Zollars was selected as a Life Member by the Arizona Society of CPAs in May, 2010. Along with writing, editing and presenting courses for Loscalzo Institute, Zollars has written articles published in Practical Tax Strategies and the Tax Adviser. He has been a frequent contributor to a number of professional tax discussion groups, and served as systems operator on the AICPA’s Accountants Forum in the mid-1990s. He has spoken regularly on tax and technology topics since 1996, speaking before conferences sponsored by the AICPA and a number of state societies of CPAs.

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