New Client Ethical Challenges: The CPAs Guide

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.

*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

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

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

Designed For

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