Tax Law Practice Ethics CLE

Washburn University School of Law, in conjunction with Kansas State University's 2019 71st Annual Kansas Income Tax Institute, is pleased to present the CLE "Tax Law Practice Ethics" on Friday, December 13, 2019, in Room 125 (in the law library) at the law school. This CLE will also be available as a webinar for those who would like to attend online (see "Information for Online Attendees" elsewhere on this page).

Register and Pay Online

About the Program

The two-hour "Tax Law Practice Ethics" CLE addresses ethical issues of importance to tax professionals. Discussed will be the rules surrounding advertising and solicitation in the context of the rules set forth in Circular 230, those established by the ABA and the AICPAs. Best practices will also be addressed as well as key tax services and standards. Staff supervision ethical issues will also be covered as will the proper handling of client records. Rules governing the securing of client data; the disclosure and use of tax return information; and the rules surrounding the proper structuring of fees will also be addressed.

Schedule

Photograph: Lori McMillan. Photograph: Roger McEowen.

1:00 p.m. — Registration (in-person attendees)

1:30 p.m. — Ethical Issues of Advertising and Soliciting, Best Practices (Communication), Tax Services and Standards, and Staff Supervision
Lori A. McMillan, Professor of Law, Washburn University School of Law
Learn more about Professor McMillan.

2:20 p.m. — Break

2:30 p.m. — Ethical Issues of Client Records, Securing Client Data, Disclosure and Use of Client Information, and Fees
Roger A. McEowen, Kansas Farm Bureau Professor of Agricultural Law and Taxation , Washburn University School of Law
Learn more about Professor McEowen.

3:20 p.m. — Adjourn

Register and Pay Online

Short URL for this page:
http://washburnlaw.edu/taxethicscle

Date / Location

Friday, December 13, 2019
1:00-3:20 p.m.

Location (in-person attendees):
Washburn University
School of Law, Room 125
(Room 125 is in the law library)

Parking: north, south and east of the law school.
Get Directions and Maps

Registration Fee

Attorneys:

  • $30 - Attended/attending 2019 Kansas Income Tax Institute.
  • $50 - Did not attend an Institute

Others (provided through Kansas State University):

  • $35 - CPE for Enrolled Agents (EAs) and Other Tax Return Preparers (OTRP)
Continuing Education Credit

Continuing Legal Education (CLE) Credit

  • Kansas: PENDING--
    YOU MUST PROVIDE YOUR CORRECT KANSAS BAR NUMBER FOR CREDIT TO BE REPORTED.
  • Other jurisdictions: all other attorney attendees will receive documentation and be responsible for submitting for credit in their home state.

CPE for IRS Practice credit

  • Continuing education credit for Enrolled Agents (EAs) and Other Tax Return Preparers (OTRPs) will be reported to the IRS by the Kansas State University Department of Agricultural Economics, which is an IRS Approved Education Provider. YOU MUST PROVIDE YOUR CORRECT PTIN NUMBER FOR CREDIT TO BE REPORTED.

CPE for NON-IRS Practice (CPA's and Accountants) credit

  • NOTE: Kansas CPAs may only receive credit for attendance in person. This webinar is not NASBA approved, so does not qualify/provide CPA credit for online attendance.
  • Online attendees in states other than Kansas will receive documentation and shall be responsible for confirming that credit will be granted in their home state and applying for that credit, if so. See the IRS CPE standards for types of hours provided in the program.
Information for Online Attendees

This CLE will be streamed using Adobe Connect, a Flash-based product. Some institutions/agencies block Flash-based products on their network. There is no charge to use Adobe Connect. Return to this page on the day(s) of the CLE and click the link that appears on the page; the link will also sent to online attendees via email.

Online attendance at this program falls under the Kansas Continuing Legal Education Commission's "Live programming" definition; 12 CLE credit hours may be earned through online attendance each compliance period. See Rule 802(k) and Rule 803(a) (196 KB PDF; requires Adobe Acrobat Reader) at the Kansas CLE Commission website for more information.

Nontraditional programming limitations may vary in other jurisdictions; it is the responsibility of the attendee seeking credit to verify any limitations.

Cancellations

The sponsors reserve the right to cancel this program.

Assistance for Special Needs

If you require special services or auxiliary aids to assist you while attending the event, please call Donna Vilander at (785) 670-1105.

Kansas Income Tax Institute

The Kansas State University Department of Agricultural Economics sponsors an annual Kansas Income Tax Institute, now in its 71st year. The program is intended for tax professionals and is designed to provide up‐to‐date training on current tax law, regulations, and updates. The 2-day, 2019 programs held throughout Kansas will review recent cases and rulings and key legislation, provide an in‐depth review and analysis of a number of tax areas, and cover newly enacted regulations and procedures critical to tax practitioners. The program stresses practical information to facilitate the filing of individual, small‐business, and farm returns. Learn more and register for upcoming programs being held through December 12, 2019 at the Kansas Income Tax Institute website.

Contact Us

Washburn University School of Law
Continuing Legal Education
1700 SW College Ave.
Topeka, KS 66621
(785) 670-1105
cle@washburnlaw.edu