Webinar

New Client Ethical Challenges: The CPA's Guide

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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.

Major subjects

• 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

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

Who should take this program?

• CPAs in public practice and those seeking on update on client ethical compliance

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

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