Practical and Ethical Guidelines for Building a Successful Tax Practice

In every aspect of tax practice, regardless of the issue's size or complexity, adherence to standards of professional conduct is a constant requirement.

For the accounting and legal communities, as well as students who aspire to practice in these fields, this textbook aims to provide a comprehensive compendium of the governing ethical standards and rules, along with their application to the everyday aspects of tax practice. To achieve this objective, each chapter is authored by an academic expert in the field, who offers numerous concrete examples of how these standards and rules operate, punctuated throughout with instructive practice points.

The format this textbook follows is straightforward. Each chapter starts with authoritative statutes, regulations, cases, and articles that tax professionals and aspiring students can readily locate online. With this material in hand, they can then carefully peruse each chapter, periodically challenging themselves with the insightful questions that the authors raise in the text.

By studying this textbook, diligent and hardworking tax professionals and aspiring students will be richly rewarded with a wealth of information for their efforts. With information mastery, they will strengthen and invigorate their moral compasses and be compensated with professional practices that thrive.

Jay Soled is a Professor and the Director of the Master of Accountancy in Taxation at Rutgers Business School.

Kip Dellinger is a CPA for Kallman & Company, LLP.

Sharyn Fisk is an Associate Professor of Accounting at California State Polytechnic University-Pomona.

Linda Galler is a Professor of Law at Hofstra University School of Law.

Diane M. Ring is the Marianne D. Short and Ray Skowyra Professor at Boston College of Law.