Date and Time: Tuesday, June 7, 2:00 pm – 3:50 pm EST
Description: This course explores the multitude of issues that taking on a new client can bring with it, and then 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.
Learning Objectives:
- 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
Program Content:
- 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.
Who should attend: CPAs in public practice and those seeking an update on client ethical compliance.
Program Level: Basic
Developed By: Federal Tax Workshops, Inc
Instructor: Steven C. Dilley, CPA, JD, PhD
CPE Credit: 2
Note: This course qualifies for PTIN credit.
Field of Study: Regulatory Ethics
Prerequisites: None
Advanced Preparation: None
Steven C. Dilley, CPA, JD, PhD
Steve is President of Federal Tax Workshops, Inc., where for over 40 years, he has developed and presented continuing education seminars and webinars on tax, accounting and ethics topics for accountants and attorneys throughout the country. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and has published numerous articles on these topics.
In addition, Steve is a Professor Emeritus of Accounting at Michigan State University, East Lansing, where he taught tax accounting. He has been received the “Distinguished Achievement in Accounting Education Award” in Michigan, as well as the MSU Accounting and Information Systems Department Outstanding Teacher Award.
Course materials are only available to students enrolled in the course.