Description

This session will update participants on current Ethics principles for Estate and Gift tax matters. It will cover Circular 230, AICPA Code of Conduct, and SSTSs as they apply to Estate and Gift Tax matters. Participants will learn when tax return preparation, tax planning, and representation issues cross the line and become ethics issues. Practical examples will be shown to assist participants in the proper way to handle these issues.

Learning Objectives:

• Update participants on current Ethics principles for Estate and Gift tax matters.
• Participants will learn when tax return preparation, tax planning, and representation issues cross the line and become ethics issues.

Speaker(s):

• Gerard Schreiber, CPA, Partner, Schreiber & Schreiber