Self-Study Course Details
Course Description
The AICPA code of conduct and IRS Circular 230 standards have strict rules to consider when performing work for new clients. In this course, Steven Dilley, JD, PhD, CPA will explore the multitude of issues when taking on a new client and walk through these rules using three sets of ethical rules. The course will include a case study illustration of how to bring the new client into ethical and financial/tax compliance.
Learning Objectives
- Identify the AICPA and IRS ethical rules faced when taking on a new client.
- Discover the latest AICPA and IRS ethical guidelines to implement into your CPA practice.
Prerequisites
- None
Advanced Preparation
None
Author Details
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Steven Dilley
Steven C. Dilley, PhD, CPA, JD, is president of Federal Tax Workshops, Inc., in East Lansing, Michigan, where, for the past 37 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the U.S. He is nationally known for his knowledge of financial, accounting and tax issues of closely held businesses.
NASBA Sponsor
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Encoursa 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: NASBAregistry.org.
$27.00
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Self-Study Course
New Client Ethical Issues: The CPA’s Challenge
- by Steven Dilley
- Credits: 2.00
$27.00
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