CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

CPA Ethics Practical Guide to Client Confidentiality - (Updated 2019 - AICPA Code)

4.5 (31)

Allison McLeod, Doc. of Law

Allison M. McLeod LL.M. CPA A PLLC

Friday, March 20, 2020 | 11:00 AM EDT

  • CPA

1 Credit

$20

Subject Area

Ethics (Regulatory)

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are you creating legal liability when you hire or recruit online? - covid -19 special

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Course Description

Ethical professionals should constantly try to improve themselves and their profession by delivering high-quality services that satisfy the client’s needs. This course will be focusing on the concepts of Due Care and Client Confidentiality as the CPA carries out his/her responsibility towards their client. It is also important for accountants to keep improving in their education to keep up with the latest trends and best practices that will allow them to perform in an adequate level.


CPAs must look after the public interest and honor the public trust. In other words, the well-being of the people and institution should be the accountant’s main priority.We will also discuss the CPA’s duty to Blow The Whistle in situations where the professional becomes aware of financial fraud or subversion of the tax rules. As part of this course, we will also walk through real world examples & practical case studies of individuals and companies faced with these dilemmas and how to apply principles in its spirit and intent.

Learning Objectives

  • Be able to define a CPA’s responsibility to the public and apply related concepts such as due care and client confidentiality in practice.
  • Be able to discuss a CPAs potential duty to blow the whistle in certain circumstances even though it may result in a negative consequence to the whistle blower.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • Business Owner
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Outsourced CFO
  • Senior Accountant
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • Young CPA

Testimonial

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(
    [no_of_record] => 31
    [average] => 4.4516
)
 

4.5

(31)
58%
29%
13%
0%
0%

KJ

This course was very helpful and easy to apply to real-life experience.

NB

Great Ethics Overview

MK

Slight issues with glitches when refreshing the page (started video from beginning) but overall positive experience.

DP

N/A

JAC

Great content!

BJ

Course was good.