Quality Control In A CPA Tax Practice: Circular 230 Changes

Course Details

Date

Tuesday, January 28, 2020

10:30am – 2:00pm
(Registration: 10:00am)

Field of Study

Taxation

Course Number

4193487I

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

Recent changes to IRS Circular 230 require all tax professionals and firms, regardless of size, to have policies and procedures in place to ensure compliance with the standards. Examine the necessary steps.

Learn how 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

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.

Designed For

CPAs and tax professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$120.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$188.00
Your Price $188.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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