2024 New Client Ethical Challenges: The CPAs Guide
2.00 Credits
Member Price $79
Non-Member Price $109
Overview
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.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com.
Highlights
- 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
Prerequisites
None
Designed For
CPAs in public practice and those seeking on update on client ethical compliance
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
Preparation
None
Leader(s):
Leader Bios
Steven Dilley, Federal Tax Workshops
Steven C. Dilley, CPA, JD, PhD, is president of Federal Tax Workshops, Inc., located in East Lansing, Michigan. He is nationally known for his knowledge of the financial, accounting and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a professor of accounting at Michigan State University, where he teaches tax accounting and has recently received two teaching awards. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, the American Accounting Association, AICPA, American Tax Association and Hawaii Association of Public Accountants.
Non-Member Price $109
Member Price $79