New Client Ethical Issues: The CPA's Challenge

Wednesday, April 10, 2024
Webcast or Webinar, Online
2:00 PM - 4:00 PM (opens at 1:30 PM) EST
2Credits
Behavioral

Registration is Closed

Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price
Course Type: Webcast
Course Code: 24/CX37434
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Regulatory Ethics

Overview:

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.

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

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

Designed For:

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

Prerequisites:

None