Let's get together for an exciting two hour session on Ethics topics. This year we have guest speakers from KPMG delivering an engaging presentation that they have shared at TEI chapters across the country to rave reviews. See the detailed description below.
Breakfast will be served at 8 am prior to the start of our session at 8;30 am, so please arrive early.
TEI Detroit-Ethics for the In-House Tax Professional (May 2016)(rev2 5-13-2016).pdf
Ethics for In-House Tax Professionals in the 20th Century
Learning Objectives: After attending this meeting, participants will be able to —
- Understand social science research relating to matters of personal ethics, focusing on effect of demographic and cultural differences and environmental influences.
- Recognize current ethics issues in tax practice, including the trend toward greater transparency.
- Understand and discuss ethical guidance for tax professionals, including the Treasury Department’s Circular 230, the AICPA’s Code of Professional Conduct and Statements on Standards of Tax Practice, ABA Model Rules and Ethical Opinions, and TEI’s Standards of Conduct.
- Apply the applicable rules to common ethical dilemmas faced by in-house tax professionals in tax practice.
Program Description: This program will provide participants with an understanding of applicable rules of professional responsibility affecting in-house tax professionals, including the Treasury Department’s Circular 230, AICPA’s Code of Professional Conduct and Statements on Standards of Tax Practice, ABA Model Rules and Ethical Opinions, and TEI’s Standards of Conduct. The program will include a discussion, with audience participation, of social science research relating to ethics and scenarios highlighting some of the challenges faced by in-house tax professionals.
Speakers:
Timothy J. McCormally
Director, Washington National Tax
KPMG LLP
Washington, D.C.
Daniel B. De Jong
Senior Manager, Washington National Tax (SALT)
KPMG LLP
Washington, D.C.
