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Westside Chapter Meeting - Ethics, A Stroll Around Circular 230
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Ethics -A Stroll Around Circular 230

When: 09/25/2017
7:00 PM
Where: Beaverton Activities Center
SW corner of Hall and Allen Blvds - 12500 SW Allen
Beaverton, Oregon 
United States
Presenter: Brent Hamilton, LTC
Contact: Robert Betts

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Topics Discussed

            Who is a “Tax Return Preparer”

            PTIN numbers

            Client Errors or Omissions


            Client Records

                        Use of Estimates

            Practice of Law

            Conflicts of Interest

            Taxpayer Information

            Tax Advice – form

            Tax Return Positions and Standards

                        Diligence as to accuracy

                        Best practices for tax advisors


                        Tax Return Positions

                        IRC Sec. 6694(a Understatement of taxpayer’s liability by tax return preparer



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Westside Chapter Meeting - Tax Roundtable

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