New Client Ethical Issues: The CPA's Challenge

Description

This course explores the multitude of issues taking on a new client can bring, and 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. This event may be a rebroadcast of a live event and the instructor will be available to answer your question during the event.

Highlights

The major topics covered in this course include:

• 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

Objectives

After attending this presentation, you will be able to...

• 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

Designed For

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