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

4.6 (3544)

Allison McLeod, Doc. of Law

Allison M. McLeod LL.M. CPA A PLLC

Thursday, November 14, 2019 | 11:00 AM EDT

  • CPA

1 Credit


Subject Area

Ethics (Regulatory)

Upcoming Webinars

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


    [no_of_record] => 3544
    [average] => 4.6397




This was one of the best CPE webinars I've ever done. The instructor was outstanding, keeping my interest for all 3.5 hours. Her selection of case studies and her ability to relate them to our ethical standards was remarkable. I truly enjoyed this CPE session, which is something I may have said 3-4 times in my entire career.


This was an ethics course. I feel that ethics really isn't something that you can teach. That said, the use of relevant case studies and engaging commentary by the instructor was thought provoking, which made the course very effective.


The webinar was great. Kept my attention the entire time. Great examples and case studies helped in understanding the subject matter.


Presenter was dynamic and the fact that it started 6:30AM PST, woke me up with her stories and got my engagement from the first story. Best Ethics course I have ever attended. Thanks for helping me meet my CPE requirements, sharing the stories of these companies, and reminding us of our stewardship and social responsibilities in the profession we have chosen.


This ethics course was amazing. Drawing parallels between professional obligations, moral duty and illuminating these concepts with relevant case studies. Excellent work Allison!


This was probably the best ethics CPE class I have taken in the past 35 years that I have been a CPA. Allison kept me engaged and interested the whole time. Excellent use of case studies to keep it interesting and relevant. Great job!