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New Client Ethical Challenges: The CPAs Guide

Total Credits: 2 including 2 Regulatory Ethics - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Tax Institute |  Ethics
Faculty:
Steven C. Dilley, CPA, JD, PhD
Course Levels:
Basic
Duration:
2 Hours
License:
Access for 30 day(s) after program date.
Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.
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Description

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.

Basic Course Information

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

Course Materials

IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_10_16_21 (442.7 KB) Available after Purchase
New Client Ethical Challenges: The CPAs Guide Handout (3 MB) Available after Purchase

Faculty

Steven C. Dilley, CPA, JD, PhD's Profile

Steven C. Dilley, CPA, JD, PhD Related seminars and products

Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. 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.

Dates

Thu, Mar 30, 2023 - 08:00am to 09:45am MDT
Mon, Apr 03, 2023 - 09:00am to 10:45am MDT
Thu, Apr 13, 2023 - 11:00am to 12:45pm MDT
Thu, Apr 27, 2023 - 01:00pm to 02:45pm MDT
Sat, May 06, 2023 - 07:00am to 08:45am MDT
Fri, May 12, 2023 - 09:00am to 10:45am MDT
Fri, May 26, 2023 - 11:00am to 12:45pm MDT
Wed, Jun 07, 2023 - 01:00pm to 02:45pm MDT
Thu, Jun 15, 2023 - 07:00am to 08:45am MDT
Mon, Jun 19, 2023 - 09:00am to 10:45am MDT
Tue, Jun 27, 2023 - 05:00pm to 06:45pm MDT
Sat, Jul 01, 2023 - 01:00pm to 02:45pm MDT
Fri, Jul 07, 2023 - 07:00am to 08:45am MDT
Mon, Jul 24, 2023 - 09:00am to 10:45am MDT
Mon, Aug 07, 2023 - 11:00am to 12:45pm MDT
Thu, Aug 17, 2023 - 01:00pm to 02:45pm MDT
Thu, Aug 31, 2023 - 07:00am to 08:45am MDT
Wed, Sep 06, 2023 - 09:00am to 10:45am MDT
Tue, Sep 12, 2023 - 11:00am to 12:45pm MDT
Fri, Sep 22, 2023 - 01:00pm to 02:45pm MDT
Wed, Oct 11, 2023 - 07:00am to 08:45am MDT
Fri, Oct 20, 2023 - 09:00am to 10:45am MDT
Sat, Oct 28, 2023 - 11:00am to 12:45pm MDT
Wed, Nov 01, 2023 - 01:00pm to 02:45pm MDT
Fri, Nov 17, 2023 - 07:00am to 08:45am MST
Thu, Nov 30, 2023 - 09:00am to 10:45am MST
Wed, Dec 06, 2023 - 11:00am to 12:45pm MST
Tue, Dec 12, 2023 - 05:00pm to 06:45pm MST
Fri, Dec 22, 2023 - 07:00am to 08:45am MST
Fri, Dec 29, 2023 - 09:00am to 10:45am MST
Wed, Jan 03, 2024 - 11:00am to 12:45pm MST
Sat, Jan 13, 2024 - 01:00pm to 02:45pm MST
Tue, Jan 23, 2024 - 05:00pm to 06:45pm MST
Fri, Feb 09, 2024 - 09:00am to 10:45am MST
Mon, Feb 19, 2024 - 11:00am to 12:45pm MST
Wed, Feb 28, 2024 - 01:00pm to 02:45pm MST
Fri, Mar 01, 2024 - 07:00am to 08:45am MST
Sat, Mar 09, 2024 - 09:00am to 10:45am MST
Fri, Mar 22, 2024 - 11:00am to 12:45pm MDT
Mon, Apr 08, 2024 - 01:00pm to 02:45pm MDT
Fri, Apr 19, 2024 - 07:00am to 08:45am MDT
Fri, Apr 26, 2024 - 09:00am to 10:45am MDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation

None


Designed For CPAs in public practice and those seeking on update on client ethical compliance
Original Recording Date 04/2023
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 02/09/2023

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

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