February 16, 2023

Webinar

2 Total CPE Credits

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Webinar (CPA Crossings): New Client Ethical Issues: The CPA’s Challenge

  • Instructor

    Steven Dilley

This course explores the multitude of issues taking on a new client can bring, and interprets them using three sets of ethical rules. A group of “players” reveal real-life challenges faced by the CPA firm in bringing the new client into compliance, as well as proper financial and tax compliance issues. This event may be a rebroadcast of a live event and the instructor will be available to answer your question during the event.

Learning Objectives

After attending this presentation, you will be able to…

  • Identify the ethical rules faced when taking on a new client
  • Identify the latest AICPA and IRS ethical guidelines to implement into your CPA practice

Major Topics

The major topics covered in this course include:

  • How the CPA can meet the challenges presented by a new client
  • AICPA Code of Professional Conduct
  • AICPA Statements on Standards for Tax Services
  • IRS Circular 230
  • Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

CPE Credits Available

2
Total CPE
2
Regulatory Ethics

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs in public practice and those seeking on update on client ethical compliance.

Provider

CPA Crossings, LLC

This event has ended.