CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Self-Study

Tax Ethics for California CPAs

Individual
Teams

$58.00 – $78.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Regulatory Ethics
Course Level
Overview
Format
Self-Study

Course Description

The Tax Ethics for California CPAs course provides detailed coverage of IRS Circular 230, tax-specific regulations promulgated by the California Legislature or California Board of Accountancy, and a discussion of different types of tax-related crimes. The intent of the course is to provide complete coverage of ethical topics pertaining to tax-related matters for the California CPA.

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Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Specify the parties who are allowed to practice before the IRS.
  • Describe the rules pertaining to the submission of requested documents to the IRS.
  • Explain the restrictions on the activities of former government employees.
  • Specify the rules pertaining to the use of contingent fees.
  • Identify the rules pertaining to practitioner advertising.
  • Describe the IRS-recommended best practices for a tax advisor.
  • Specify the IRS rules pertaining to the advice that may be given to a client.
  • Identify the rules pertaining to the applicability of contingent fees in California.
  • Identify the different types of tax schemes and how they are operated.
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Course Specifics

Course ID
SS425423995
Revision Date
March 28, 2025
Prerequisites

There are no prerequisites.

Advanced Preparation

None

Number of Pages
59

Compliance Information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-E-02703-25-S
IRS Ethics Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-2144
CTEC Ethics Credits: 2

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

CTEC Notice: California Tax Education Council DOES NOT allow partial credit, course must be taken in entirety. Western CPE has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. 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 toll-free at (877) 850-2832, or on the Internet at www.ctec.org.

Meet The Experts

Steven M. Bragg, CPA

Steven M. Bragg, CPA, is a full-time book and course author who has written more than 300 business books and courses. He provides Western CPE with self-study courses in the areas of accounting and finance, with an emphasis on the practical application of accounting standards and management techniques. A sampling of his courses include the The New Controller Guidebook, The GAAP Guidebook, Accountants’ Guidebook, and Closing the Books: An Accountant’s Guide. He also manages the Accounting Best Practices podcast. Steven has been the CFO or controller of both public and private companies and has been a consulting manager with Ernst & Young and …

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