Content Provider
Lancewallachlogo

Sponsored by
Baruch college stacked logo Ea credits middle
Self-Study CPE
SCHEDULE C OF FORM 1040
View Details/Register
BASIC INDIVIDUAL TAXATION
View Details/Register
TAX PROCEDURE
View Details/Register
INTERNATIONAL CROSS BORDER TRANSACTIONS
View Details/Register
IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
View Details/Register
§1031 LIKE-KIND EXCHANGES
View Details/Register
EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
View Details/Register
TAX EFFICIENT CHARITABLE GIVING STRATEGIES
View Details/Register
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
View Details/Register
1099-MISC: BOX BY BOX
View Details/Register
Cpece webinars
How Accountants get Sued by Their Clients and Fined by the IRS

HOW ACCOUNTANTS GET SUED BY THEIR CLIENTS AND FINED BY THE IRS

Cyber Monday Special - 20% Off Using Promo Code BARUCH at Checkout - Offer Ends 12/2
Cost $20.00
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00865-20-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Lance's firm receives hundreds of calls annually from CPAs who are being sued by their clients and/or fined by the IRS for signing tax returns, which include listed transactions. They can be as innocuous as their retirement plan or owning cyber currency and as complicated as participating in captive insurance, conservation easements, section 79, 419, or other potentially listed transactions. There are easy ways that accountants can avoid these disastrous situations. Most CPAs don't think this can ever happen to them, yet thousands of them become involved merely by signing a return. 

Learning Objectives:


  • Identify how to recognize abusive tax shelters

  • Identify how to help clients without breaking the law

  • Identify how accountants can avoid being sued or fined by the IRS

Lancewallachlogo

Lance Wallach, 'National Society of Accountants Speaker of the Year', writes for 26 publications, has authored CPE books for the AICPA, Bisk Education, and used to speak at over 50 national annual conventions. As an expert witness, his side has never lost a case. Lance has appeared on radio and TV and is often quoted in the press. You could spend a week Googling Lance Wallach.

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.
Handout Materials
Presentation Slides
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 Sponsor

Baruch college stacked logo
The Robert Zicklin Center for Corporate Integrity (RZCCI) is a forum for discussion of a broad range of issues confronting U.S. corporations and capital markets. The Center prepares you to overcome challenges facing today’s business world and empowers you to make the best decisions on behalf of your organization.

Established in 2002, the Center aims to further the discussion of corporate behavior and issues, fostering interaction among corporate leaders, regulators, scholars, and students. It increases the awareness of ethics in the classroom and in students’ lives while raising the ethical climate of American business to a higher plane.