2024 New Client Ethical Challenges: The CPAs Guide

Overview

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

Prerequisites

None

Designed For

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

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.