2024 New Client Ethical Challenges: The CPAs Guide

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.

Prerequisites

None

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

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