Course Details

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Course Description

The ethical challenges faced by CPAs in today’s dynamic business environment demand that they keep up with the relevant professional standards and rules. As competition in business continues to intensify, pressures exerted on accountants by colleagues, bosses, clients, markets or others to feed constant growth and profitability can be intense. The profession’s unique public interest role means we must be vigilant in our conduct and alert to how things appear to others, which is not so easy. Our Code of Conduct sets us apart from other service providers and demands it. This course will provide a comprehensive update on the conceptual ethical theories, laws, rules and regulations in the AICPA Code of Professional Conduct 

Using case studies and discussion, this course will provide an overview of the AICPA Code of Professional Conduct, including the conceptual framework approach. Participants will explore the common licensing and CPE issues across state lines. Participants will also gain insights into application of the standards and rules through discussion and practical examples of ethical situations encountered in your everyday practice.

Learning objectives

  • Describe the format of the AICPA Code of Professional Conduct and who it applies to
  • List the steps of the AICPA Code of Professional Conduct Conceptual Framework Approach
  • Identify threats and safegauards using the Conceptual Framework Approach
  • Apply the conceptual framework approach to a case study
  • Describe commonalties and differences among the states in their licensing of CPA's

About Presenter

David Peters, CFP®, CPA, ChFC®, CLU

Owner, Peters Professional Education, LLC

[email protected]

David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Peters Financial, LLC in Rock Hill, SC. He has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four Masters degrees, and is currently pursuing his PhD in Financial Planning as well as a Juris Doctor degree from University of Dayton School of Law. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Peters Professional Education provides high quality continuing education courses to financial professionals across several industries, including insurance, financial planning, and accounting. David Peters, the company’s founder, has over 14 years of experience in financial services and has taught courses in financial planning, taxation, risk management, data analytics, and business law for the AICPA, Kaplan Professional, Surgent, the Charlotte CPCU Society, the Virginia Society of CPA’s, and the SC Association of CPA’s. Peters Professional Education works with both CPA societies and financial firms to provide timely content that empowers financial professionals to better serve the evolving needs of their clients.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Disclaimer

All jurisdictions accept ethics courses from Registry sponsors approved by NASBA to a certain extent. However, some jurisdictions have additional requirements for ethics courses. Please click on the below mentioned link for the additional requirements.https://www.nasbaregistry.org/cpe-requirements

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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.

upcoming Live CPE Webinars

Lucrative Real Estate Tax Strategies
Monday, March 02, 2020 | 10:30 AM EST View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
PRE-IMMIGRATION TAX PLANNING STRATEGIES
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
TIMESHEETS.COM: EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
TAXATION FOR CANNABIS INDUSTRY (IRC 280E, Types of Entities, Opportunity Zones, 199A, R&D Credit etc.)
Monday, March 02, 2020 | 02:00 PM EST View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Monday, March 02, 2020 | 04:00 PM EST View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, March 03, 2020 | 11:00 AM EST View Details/Register
Why Put a Canary in a Coal Mine? - Measure what matters
Tuesday, March 03, 2020 | 12:00 PM EST View Details/Register
Annuity Basics with 2020 updates
Tuesday, March 03, 2020 | 02:00 PM EST View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Tuesday, March 03, 2020 | 02:30 PM EST View Details/Register
TAXATION OF US EXPATRIATES: TAX YEAR 2019
Tuesday, March 03, 2020 | 03:30 PM EST View Details/Register
Email security for the small firm
Wednesday, March 04, 2020 | 09:00 AM EST View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Wednesday, March 04, 2020 | 10:30 AM EST View Details/Register
Measuring and Managing Customer Profitability
Wednesday, March 04, 2020 | 12:00 PM EST View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, March 04, 2020 | 01:00 PM EST View Details/Register
  • Cost $40
  • CPE Credits 2
  • Subject Area Ethics (Regulatory)
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Accountant CFO/Controller Business Owner QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Cybersecurity Pros CPA (Industry) Auditors Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Entrepreneurial Accountant
  • Handout Material Download

upcoming Live CPE Webinars

Lucrative Real Estate Tax Strategies
Monday, March 02, 2020 | 10:30 AM EST View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
PRE-IMMIGRATION TAX PLANNING STRATEGIES
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
TIMESHEETS.COM: EASILY TRACK BILLABLE TIME & EXPENSE THAT SEAMLESSLY INTEGRATES QUICKBOOKS DESKTOP & ONLINE
Monday, March 02, 2020 | 12:00 PM EST View Details/Register
TAXATION FOR CANNABIS INDUSTRY (IRC 280E, Types of Entities, Opportunity Zones, 199A, R&D Credit etc.)
Monday, March 02, 2020 | 02:00 PM EST View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Monday, March 02, 2020 | 04:00 PM EST View Details/Register
TAXATION OF PONZI CLAWBACKS & TAX REFUND FROM PONZI
Tuesday, March 03, 2020 | 11:00 AM EST View Details/Register
Why Put a Canary in a Coal Mine? - Measure what matters
Tuesday, March 03, 2020 | 12:00 PM EST View Details/Register
Annuity Basics with 2020 updates
Tuesday, March 03, 2020 | 02:00 PM EST View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Tuesday, March 03, 2020 | 02:30 PM EST View Details/Register
TAXATION OF US EXPATRIATES: TAX YEAR 2019
Tuesday, March 03, 2020 | 03:30 PM EST View Details/Register
Email security for the small firm
Wednesday, March 04, 2020 | 09:00 AM EST View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Wednesday, March 04, 2020 | 10:30 AM EST View Details/Register
Measuring and Managing Customer Profitability
Wednesday, March 04, 2020 | 12:00 PM EST View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, March 04, 2020 | 01:00 PM EST View Details/Register