About Allison McLeod
Professor McLeod, LL.M., JD, CPA, is currently a full-time Senior Lecturer at the University of North Texas, where she has taught classes in Corporate Income Taxes, Multi-jurisdictional Taxes, Individual Taxes, Tax Research, Ethics and Financial Accounting. She also practices law part-time with the Dallas firm Grable Martin Fulton and taught as an adjunct professor at the University of North Texas College of Law.
She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law.
McLeod Courses
Course Title: Accountants and Malpractice: Can I Get Sued for This? Recommended CPE Credit: 2 hours Subject Area: Regulatory Ethics
Program Content: This course addresses scenarios in which a CPA or other accounting professional might be sued. The course materials cover several common law causes of action, as well as the case law and standards that define reasonable practitioner behavior. The author also covers a variety of specific situations in which the accountant could be at risk of being sued.
Learning Objectives:
Recall the consequences of a malpractice case brought against a CPA.
Identify the damages permitted in contract or tort claims.
Specify the actions that can be brought against a CPA for deliberately altering a client’s financial statements.
Identify the sources that define a CPA’s duty of care.
Specify the issues impacting a negligence claim against a CPA.
Identify a CPA’s defenses against a breach of contract lawsuit.
Specify a CPA’s responsibilities in regard to error disclosures to clients.
Prerequisites: None Program Level: Overview Advance Preparation: None Format: Video
Course Expiration Date: This course expires one year from the date of purchase. Latest Review Date: April 2024
Course Title: Like-Kind Exchanges Recommended CPE Credit: 2 hours Subject Area: Taxes
Program Content: This webinar covers like-kind exchanges, known as one of the last great tax legal “shelters” available to those buying and selling real property. We will be covering the basic structure of a like-kind exchange, and ways a taxpayer can utilize qualified third-party intermediaries and tenancy-in-common structures, including Delaware Statutory Trusts. We will also explore creative solutions to sticky situations in obtaining replacement property.
Learning Objectives:
Determine whether a like-kind exchange can be used to defer taxes upon the sale of real property.
Know when it is appropriate to use a qualified third-party intermediary in effecting a like-kind exchange.
Become knowledgeable about ways to appropriately use the like-kind exchange structure in unusual situations.
Prerequisites: None Program Level: Overview Advance Preparation: None Format: Video
Course Expiration Date: This course expires one year from the date of purchase. Latest Review Date: April 2024
Course Title: Taxpayer Penalties and Abatements Recommended CPE Credit: 2 hours Subject Area: Taxes
Program Content: This informative and insightful webinar will provide you with insider tips, practical steps and effective strategies to help your client manage IRS tax penalties and interest. Learn about various types of penalties that you may face and the various forms and procedures used for requesting penalty and interest abatement, including First Time and Reasonable Cause abatement. Plus, learn about the procedure to follow when requesting a refund of paid penalties.
Learning Objectives:
Ascertain when the First Time Abatement can be used.
Obtain a working knowledge of the procedure governing the request for refund.
Understand situations where penalties can be imposed.
Be able to utilize techniques for preventing or reducing any penalty assessments.
Prerequisites: None Program Level: Overview Advance Preparation: None Format: Video
Course Expiration Date: This course expires one year from the date of purchase. Latest Review Date: April 2024