Content Provider
Greensklarz

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Self-Study CPE
TAX VALUATION ETHICS STUDIES
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A REVIEW OF CIRCULAR 230 AND THE AICPA STATEMENTS ON STANDARDS FOR TAX SERVICES
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ENROLLED AGENT ETHICAL STANDARDS: PRACTICES & PROCEDURES
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TAX RETURN PREPARER ETHICAL ISSUES
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REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
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2020 ETHICS FOR WASHINGTON CPAS
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ETHICS: TAX PRACTICE STANDARDS
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MANAGING ETHICAL DILEMMAS FOR TEXAS CPAS
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EXPANDING YOUR ACCOUNTING BUSINESS THROUGH PROVIDING ETHICS RELATED SERVICES
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A BASIC ETHICS GUIDEBOOK FOR OREGON CPAs
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Special event
Ethical Issues when Representing the Accountant in an IRS Investigation (Ethics)

ETHICAL ISSUES WHEN REPRESENTING THE ACCOUNTANT IN AN IRS INVESTIGATION

Please Note: Enrolling in any individual session will grant you access to the entire two-day 2020 IRS Representation Conference Event.
Cost $200.00
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# -
Subject Area Ethics (Regulatory) (Ethics)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The accountant or tax preparer plays a crucial role in any tax investigation. The panel will discuss ethical and strategic issues concerning when and how the accountant should be represented and the extent to which the accountant may, must, or should cooperate with the taxpayer. The panel will also consider the role of the accountant in a sensitive tax examination.


The IRS Representation Conference brings together representatives from the government and expert private practitioners to compare perspectives on a variety of topics involving federal tax audits, appeals, and litigation. The Conference covers a wide range of representation issues, from procedural seminars to substantive programs, estate & gift issues, ethical problems, current enforcement initiatives, sensitive audits, and civil and criminal tax penalties.

This comprehensive, two full-day event focuses on the practical issues and how to handle them rather than theoretical issues.

View further details on the event here.

Please note: Enrolling in an individual session will grant you access to the entire two-day event.

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Capes sokol

Sandy defends individuals and corporations in white-collar investigations and prosecutions. He also represents taxpayers in civil and criminal tax matters.

Sandy has experience in both the public and private sectors. From 1991 to 1994, he served as an assistant public defender in the City of St. Louis, where he gained valuable experience as the first chair in numerous jury and bench trials. From 1988 to 1991, and from 1994 through the present, he has worked in private law firms. Sandy was one of the founders of Capes Sokol in 2001.

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Sara Neill

Capes Sokol
Shareholder
neill@capessokol.com
(314) 505-5418

Capes sokol

The Chair of Capes Sokol’s Tax Controversy and Litigation Practice Group, Sara Neill, represents clients in civil and criminal tax disputes and litigation involving the Internal Revenue Service, Department of Justice, Missouri and Illinois Departments of Revenue.  Sara was recognized as St. Louis “Litigation and Controversy—Tax Lawyer of the Year” by Best Lawyers in 2015 and 2018.

Sara handles federal and state tax audits and administrative appeals, as well as litigation before the U.S. Tax and District Courts.  She frequently advises both individuals and businesses with sensitive tax problems, such as those who have failed to file returns, underreported their income, neglected to remit trust fund taxes to the Internal Revenue Service, pay significant amounts of tax due, or disclose foreign assets and accounts.

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G. Michelle Ferreira

Greenberg Traurig LLP
Managing Shareholder
ferreiram@gtlaw.com
(415) 655-1305

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G. Michelle Ferreira is Co-Managing Shareholder of the San Francisco Office and Co-Managing Shareholder of the Silicon Valley Office and counsels individuals, partnerships, estates, and corporations in tax disputes with the Internal Revenue Service and state and local tax agencies, including the California Franchise Tax Board, the State Board of Equalization, the Employment Development Department and county assessment appeals boards.

As a former tax litigator for the Internal Revenue Service, Michelle brings unique experience to clients with complex and sensitive tax and penalty disputes. Michelle represents clients before the IRS, and state and local tax agencies at the audit, collection, appeals, and litigation stages.

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Eisneramper logo

Miri Forster is a Principal and Co-Leader of the Tax Controversy Practice specializing in providing tax dispute resolution services to public and private corporations, partnerships, and high net worth individuals on a wide range of technical and procedural issues. She has over 20 years of IRS practice, procedure, and tax controversy experience.

Miri represents businesses and individuals before the IRS Examination and Appeals Divisions on complex domestic and international tax issues. She also obtains private letter rulings from the IRS National Office, including 9100 relief requests for missed elections. Miri assists clients with voluntary disclosures of inadvertent income, international information return, withholding, payroll tax compliance errors, obtains penalty abatements and refunds, resolves IRS account issues, and advises on a broad range of IRS practice, procedure, and dispute resolution matters.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Greensklarz
Green & Sklarz LLC is a boutique law firm that focuses on representing businesses and individuals with complex tax planning needs and representation. The firm’s attorneys have established a reputation for excellent and efficient representation of clients who have complex transactions, planning needs or have encountered difficult circumstances. As planners we handle corporate transactions and significant land use issues, as well as sophisticated estate planning and succession planning for our individual and family clients. As crisis managers, we assist clients with identifying and attempting to achieve core goals, in order to protect businesses, employees and families. We draw on a cross-disciplinary approach to ensure our client’s needs are addressed in order to reach the best possible solution to problems.