Total Credits: 2 including 2 Regulatory Ethics - Technical
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.
*Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
IMPORTANT_CPE Credit Instructions_Read Before Webcast_Updated_2_2025 (442.6 KB) | Available after Purchase |
New Client Ethical Challenges: The CPAs Guide Handout (3.3 MB) | Available after Purchase |
IRS Credit instructions (267 KB) | Available after Purchase |
Steven C. Dilley, CPA, JD, PhD is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 36 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on these topics. In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting and was nominated in 2004 for the "Educator of the Year Award." He obtained his PhD in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Tue, Jun 17, 2025 - 5:00 PM to 6:49 PM EDT
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Wed, Jun 25, 2025 - 9:00 AM to 10:49 AM EDT
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Mon, Jul 07, 2025 - 11:00 AM to 12:49 PM EDT
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Thu, Jul 24, 2025 - 1:00 PM to 2:49 PM EDT
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Fri, Aug 08, 2025 - 3:00 PM to 4:49 PM EDT
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Sat, Aug 23, 2025 - 5:00 PM to 6:49 PM EDT
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Fri, Sep 05, 2025 - 9:00 AM to 10:49 AM EDT
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Thu, Sep 25, 2025 - 11:00 AM to 12:49 PM EDT
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Tue, Oct 07, 2025 - 1:00 PM to 2:49 PM EDT
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Wed, Oct 22, 2025 - 3:00 PM to 4:49 PM EDT
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Thu, Nov 06, 2025 - 7:00 PM to 8:49 PM EST
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Mon, Nov 24, 2025 - 9:00 AM to 10:49 AM EST
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Thu, Dec 04, 2025 - 11:00 AM to 12:49 PM EST
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Sat, Dec 13, 2025 - 1:00 PM to 2:49 PM EST
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Mon, Dec 29, 2025 - 3:00 PM to 4:49 PM EST
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Wed, Jan 07, 2026 - 5:00 PM to 6:49 PM EST
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Thu, Jan 22, 2026 - 9:00 AM to 10:49 AM EST
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Tue, Feb 03, 2026 - 11:00 AM to 12:49 PM EST
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Wed, Feb 18, 2026 - 1:00 PM to 2:49 PM EST
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Wed, Mar 04, 2026 - 3:00 PM to 4:49 PM EST
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Thu, Mar 19, 2026 - 5:00 PM to 6:49 PM EDT
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Thu, Apr 09, 2026 - 7:00 PM to 8:49 PM EDT
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Fri, Apr 24, 2026 - 11:00 AM to 12:49 PM EDT
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