Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State
Overview
Karen L. Hawkins, the former Director of the IRS Office of Professional Responsibility, will discuss key Circular 230 provisions and how some have been changed through litigation. Since the current version of Circular 230 has not been rewritten to incorporate the results of IRS litigation losses since 2014, this is the only seminar where you will hear what the current law says (and does not say) about tax professionals’ ethical obligations in federal tax practice. The presentation will draw not only on the six years Ms. Hawkins spent as Director, OPR but her more than 30 years practicing as a nationally recognized tax controversy lawyer in California.
Highlights
- Office of Professional Responsibility – Authority and Procedures
- Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014)
- In depth coverage of the various Due Diligence obligations of tax professionals
- Overview of other key Circular 230 provisions
- Practitioner responsibilities to their clients and to the Tax Administration System
- Best Practices for all tax professionals
Prerequisites
None
Designed For
Preparers, advisors, representatives and anyone who interacts on a regular basis with the Internal Revenue Service
Objectives
- Understand the key provisions of Circular 230 and how they apply to your practice
- Know your rights and responsibilities under Circular 230
- Understand the lifecycle of a disciplinary case and its possible outcomes
Preparation
None
Leader(s):
Leader Bios
Karen Hawkins, CalCPA Education Foundation
Karen L. Hawkins has been Director of the IRS Office of Professional Responsibility since April, 2009. Ms. Hawkins was formerly in private practice as a Member of Taggart & Hawkins, P.C., bringing 30 years of practice experience to her IRS position. Ms. Hawkins is a past Chair of the Taxation Section of the State Bar of California, a past chair of the ABA Taxation Section Subcommittee on Civil Penalties, and the ABA Taxation Section IRS Liaison Meetings Committee. She served as a Director on the Council of the ABA Taxation Section and as the Section’s Vice-Chair Professional Services. She is also a Fellow of the American College of Tax Counsel. Ms. Hawkins is the founder of the San Francisco Pro Se/Pro Bono Tax Court project, and she played a key role in efforts to reform the innocent spouse statute. Her honors include the V. Judson Klein Award from the State Bar of California Taxation Section in 2002; the National Pro Bono Award from the American Bar Association Tax Section in 2004; The Distinguished Alumna Award from Golden Gate University School of Law in 2004; the Jules Ritholz Memorial Merit Award from the ABA Tax Section Civil & Criminal Tax Penalties Committee in 2008; and, the Lifetime Achievement Award from the Taxation Section of the State Bar of California in 2012. In September, 2012, Golden Gate University School of Law Library dedicated its Tax Law Collection in Ms. Hawkins’ name. When she was in private practice, Ms. Hawkins wrote and spoke extensively on all aspects of civil and criminal tax controversy issues and on ethics in tax practice. Ms. Hawkins earned her J.D. and MBA - Taxation degrees at Golden Gate University in San Francisco. She also holds an M.Ed. from the University of California, Davis. Her B.A. is from the University of Massachusetts, Amherst.
Non-Member Price $139.00
Member Price $119.00