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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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

6139689

2 CPE Credits
Ethics: 2 Credits

Registration

Member Price:
$79
Non-member Price:
$109

Registration is open through 03/03.

Monday, March 3rd

5:00pm to 6:45pm

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Instructor

Steven Dilley