Help  |  Pay an Invoice  |  My Account  |  CPE Log  |  Log in

23WA-8872: New Client Ethical Challenges: The CPAs Guide (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, February 28, 2024
2:00pm - 3:45pm Central Time
2 CPE (2 technical)  |  2 Ethics

Alternate dates & more options

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.

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

Learning objective(s)

  • 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

Who should take this program?

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


Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Instructor Steven Dilley, PhD, CPA, JD
Location Online
of study
of study
Regulatory Ethics - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Receive a full refund if you cancel at least four business days before the event start date. Learn more

Not a member? Join the MNCPA to start saving on CPE and accessing members-only benefits.

Search CPE catalog

If you have questions about this event, please call us at 952-831-2707.