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New Client Ethical Issues: The CPA’s Challenge

Description

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

Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Regulatory Ethics
2
Who Should Attend

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

Instructor(s)
Steve Dilley
Prerequisites

None

Advanced Preparation

None

Location
Webinar
Event Information
When
Oct 3, 2022
8:00 am - 10:00 am MDT
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$ (% off)
$79.00

NON-MEMBER


$ (% off)
$103.00
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New Client Ethical Issues: The CPA’s Challenge


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