March 12, 2024


2 Total CPE Credits


New Client Ethical Issues: The CPA's Challenge

  • Instructor

    Steven Dilley

Learning 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

Major Topics

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

CPE Credits Available

Total CPE
Regulatory Ethics

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Ethics

Advanced Preparation


Intended Audience

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


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 89 89
  • ASCPA Non-Member

    $ 139 139
    Your Price

Please login to register.