Tax Practice Ethics for Today's Accountant
Speakers: Steven C Dilley, CPA, JD, PhD & Douglas J Van Der AA, CPA, JD
( 2 hrs. CPE)
Part 1: New Client Ethical Issues: the CPAs Challenges
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.
Discussion Leader: Steven C. Dilley, CPA, JD, PhD
Part 2: Tax Practice Ethical Challenges and Circular 230
This presentation will provide a detailed analysis of the Circular 230 rules for conduct of a tax practice, with a review of the political, legislative and regulatory rules impacting every accounting and tax professional. Best practices and guidance provided by the AICPA’s Code of Professional Conduct will be discussed.
Discussion Leader: Douglas J Van Der AA, CPA, JD
Who should attend:
CPAs in public practice seeking an update on the latest regulatory ethics rules and guidelines to integrate into their practice.
Upon completion of this course, you will be able to...
- Implement practical strategies based on recent developments
- Identify and recall key compliance issues
- Identify and recall significant changes in tax forms
Seminar materials will be available for download from the HAPA website. The password will be emailed to attendees.
Mail in Registration Deadline:
10 days prior to the seminar date. Registrations received later will be on a space available basis.
A cancellation after the early registration cut off date will be assessed a $50 administrative fee. No refunds for cancellation within (3) days prior to the seminar date. No exceptions.