CAS Training: Engagement Letters & Preparer Liability
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Virtual
1.00 Credits
Member Price $39.00
Non-Member Price $49.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is 1147712. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Highlights
- When a tax preparer must sign a tax return
- Overview of Circular 230 requirements for tax preparers
- Preparer penalties
- Types of engagement letters
- Common engagement letter clauses
- At what point does a client need to sign an engagement letter
Designed For
Tax practitioners, small business owners, and other accountants looking to serve their companies or clients in the areas of payroll services or operations.
Objectives
• Recall the basic requirements for tax preparers according to Circular 230
• State the different penalties that can be assessed against tax preparers
• Identify common clauses in engagement letters
• Recognize when an engagement letter should be signed by a client
This event is part of the following bundles:
Leader(s):
Leader Bios
David Peters, American Institute of CPAs
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry and 6 years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com, a position he held for over 3 years. He is an Adjunct Professor in Accounting & Finance at Winthrop University in Rock Hill, SC, and a National Instructor for the AICPA. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the US. He holds four masters’ degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co-author of the 2018 Virginia CPA Ethics course—a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated
Non-Member Price $49.00
Member Price $39.00