Date and Time: Tuesday, June 30 – 12:00 pm–1:45 pm EST
Description: Practitioners need to exercise caution to ensure they maintain independence as they assist their clients with reviews, audits, and compilation engagements. This course provides a roadmap to best practices and guidance provided by the AICPA’s Code of Professional Conduct and analyzes and applies it to actual scenario-based case studies, providing accounting professionals with ethical standards to integrate into their practices.
Learning Objectives: Upon completion of this course, you will be able to:
- Apply key strategies in maintaining independence in client engagements
- Assess circumstances that threaten independence
- Understand how safeguards may reduce independence threats to an acceptable level
- Apply ethical guidance to scenarios that accounting professionals may encounter in public practice.
Major Subjects:
- Review the AICPA’s Code of Professional Conduct
- Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
- Discuss the principles of professional conduct
- Address compliance with professional standards
- Use case studies to address circumstances that may create threats to independence.
Who should attend: CPAs in public practice and members in industry.
Program Level: Basic
Developed By: Van Der Aa Tax Ed, LLC
Instructor: Dr. Chris Harper, CPA, MBA
CPE Credit: 2 hours
Field of Study: Regulatory Ethics
Prerequisites: None
Advanced Preparation: None
Course Content
Dr. Christopher Harper, CPA, MBA
Chris is a CPA with the heart of a teacher. He is an associate professor of accounting with Grand Valley State University’s Seidman College of Business. He also serves as a senior manager and director of education for Hungerford CPAs + Advisors. Chris has been serving tax and accounting needs of closely held business and individuals since 1998.