New Client Ethical Challenges: The CPAs Guide
Total Credits: 2 including 2 Regulatory Ethics - Technical
- Average Rating:
- Not yet rated
- Categories:
- ACPEN Tax Institute | Ethics | IRS Approved
- Faculty:
- Steven C. Dilley, CPA, JD, PhD
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Product Setting: Expires 30 day(s) after program date.
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
Basic Course Information
Major Subjects- 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
Learning 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
Course Materials
| IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_2_2025 (442.6 KB) | Available after Purchase | ||
| New Client Ethical Challenges: The CPAs Guide Handout (3.3 MB) | Available after Purchase | ||
| IRS Credit instructions (267 KB) | Available after Purchase | ||
Faculty
Steven C. Dilley, CPA, JD, PhD Related Seminars and Products
Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Dates
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Wed, May 07, 2025 - 08:00am to 09:49am PDT
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Tue, May 27, 2025 - 10:00am to 11:49am PDT
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Thu, Jun 05, 2025 - 04:00pm to 05:49pm PDT
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Tue, Jun 17, 2025 - 02:00pm to 03:49pm PDT
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Wed, Jun 25, 2025 - 06:00am to 07:49am PDT
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Mon, Jul 07, 2025 - 08:00am to 09:49am PDT
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Thu, Jul 24, 2025 - 10:00am to 11:49am PDT
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Fri, Aug 08, 2025 - 12:00pm to 01:49pm PDT
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Sat, Aug 23, 2025 - 02:00pm to 03:49pm PDT
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Fri, Sep 05, 2025 - 06:00am to 07:49am PDT
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Thu, Sep 25, 2025 - 08:00am to 09:49am PDT
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Tue, Oct 07, 2025 - 10:00am to 11:49am PDT
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Wed, Oct 22, 2025 - 12:00pm to 01:49pm PDT
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Thu, Nov 06, 2025 - 04:00pm to 05:49pm PST
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Mon, Nov 24, 2025 - 06:00am to 07:49am PST
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Thu, Dec 04, 2025 - 08:00am to 09:49am PST
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Sat, Dec 13, 2025 - 10:00am to 11:49am PST
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Mon, Dec 29, 2025 - 12:00pm to 01:49pm PST
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Wed, Jan 07, 2026 - 02:00pm to 03:49pm PST
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Thu, Jan 22, 2026 - 06:00am to 07:49am PST
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Tue, Feb 03, 2026 - 08:00am to 09:49am PST
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Wed, Feb 18, 2026 - 10:00am to 11:49am PST
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Wed, Mar 04, 2026 - 12:00pm to 01:49pm PST
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Thu, Mar 19, 2026 - 02:00pm to 03:49pm PDT
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Thu, Apr 09, 2026 - 04:00pm to 05:49pm PDT
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Fri, Apr 24, 2026 - 08:00am to 09:49am PDT
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation
None
Designed For CPAs in public practice and those seeking on update on client ethical compliance
Original Recording Date 04/2025
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 03/11/2025
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. 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: www.nasbaregistry.org
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.