New Client Ethical Challenges: The CPA's Guide
Monday, Aug. 31, 2026
11 a.m.-12:50 p.m. Central
2 CPE (2 technical) | 2 Ethics | 2 IRS CE
Course code: 26WA-4879
View pricing
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
Major subjects
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How the CPA can meet the challenges presented by a new client.
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AICPA Code of Professional Conduct.
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AICPA Statements on Standards for Tax Services.
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IRS Circular 230.
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Case study illustration of how to bring the new client into ethical, proper financial and tax compliance.
Learning objectives
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Identify the ethical rules faced when taking on a new client.
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Identify the latest AICPA and IRS ethical guidelines to implement into your CPA practice.
Who should take this program?
- CPAs in public practice and those seeking on update on client ethical compliance.
Pricing
|
Standard Member Fee |
$89.00
|
 Standard Nonmember Fee |
$89.00
|
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Instructor
Steven Dilley, PhD, CPA, JD
Location
Online
Area
of study
Ethics
Field(s)
of study
Regulatory Ethics - Technical (2.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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