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New Client Ethical Issues: The CPA’s Challenge

Identify the ethical rules faced when taking on a new client.

Created bySteven Dilley
IntermediateUpdated Jun 30, 2022
New Client Ethical Issues: The CPA’s Challenge

What You'll Learn

  • check_circleUnderstand how the CPA can meet the challenges presented by a new client
  • check_circleIdentify the latest AICPA Code of Conduct standards to implement into your CPA practice
  • check_circleApply the AICPA Statements on Standards for Tax Services
  • check_circleReview the IRS Circular 230 guidelines
  • check_circleCase study illustration of how to bring the new client into ethical, proper financial and tax compliance

About This Course

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.

Course Content

1 activity • 1 videos • duration: 1h 39m

  • videocamNew Client Ethical Issues The CPA's Challenge 2022
    Duration 99:23

Your Instructor

Steven Dilley

menu_book5 courses
star9 reviews

Steven C. Dilley CPA, JD, PhD - President of Federal Tax Workshops, where for over 40 years – has been dedicated to providing the most recent tax and accounting legislation for accounting professionals. Steve is nationally known for his knowledge of the financial, accounting and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics. In addition, Steve is a retired Profession of Accounting at Michigan State University, where he taught tax accounting and received numerous teaching awards.

Credit Information

Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.

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Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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