Tax Ethics

Recorded On: 12/20/2018

One of the most important courses accountants take each year is their annual ethics. Using proper ethical tools, such as due diligence, allows accountants to avoid many malpractice issues. In this class, we will discuss tax quality control documents, their impact on a tax practice, and how having proper procedures in a tax qualify control document and reduce the risks of a malpractice lawsuit. 

Learning Objectives:

  • Learn how to reduce the potential for malpractice issues
  • Obtain an understanding of how a tax quality control document can do for your firm
  • Understand the sources of tax ethics and the potential problems ignoring them could be
  • Learn best practices to help you stay in compliance with the relevant sources of tax ethics
  • Obtain a greater idea of the risks associated with being unethical

Presented by Nicholas Preusch, CPA

IRS CE: 2 Hours/Ethics
NASBA CE: 2 Hours/Ethics

NSA ConnectED Webinar Series 
Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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The National Society of Accountants 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.learningmaket.org.

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NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

Robert McKenzie, EA, ESQ

Robert McKenzie, EA, ESQ

Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in representation before the Internal Revenue Service and state tax agencies. He has lectured extensively on the subject of tax representation. He has presented courses before thousands of CPAs, attorneys and Enrolled Agents nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. Prior to entering private practice, Mr. McKenzie was employed by the Internal Revenue Service, Collection Division, in Chicago, Illinois. Robert served as a member of the IRS Advisory Council (IRSAC) which is a group appointed by the IRS Commissioner to provide advice to him and his management team (2009 – 2011). Mr. McKenzie was Vice Chair Professional Services of the ABA Tax Section (2003 – 2005). He is past Chairman of the Employment Tax Committee and past co-chair of the Task Force for Bankruptcy Legislation of the ABA Section on Taxation and past Chairman of the Chicago Bar Association Federal Tax Committee. He was Dean of the National Tax Practice Institute (1998-2002). Mr. McKenzie is the author of REPRESENTATION BEFORE THE COLLECTION DIVISION OF THE IRS and coauthor REPRESENTING THE AUDITED TAXPAYER BEFORE THE IRS and REPRESENTATION BEFORE THE UNITED STATES TAX COURT. Mr. McKenzie has been selected for listing by Law and Leading Attorneys where he serves on its Advisory Board. He has been elected to the American College of Tax Counsel and serves on its Board of Regents.