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CPE Catalog & Events

Showing 870 Ethics Results

Bounded Ethicality: Exploring the Limits of Ethical Behavior

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Webinar

1.00 Credits

Member Price: $55

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The major topics covered in this course include:Internal transparencyImplicit associationConcrete versus abstract processingTemporal biasEthical fading

Ethics: 10 Crucial Qualities of High Character CPAs

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Webinar

2.00 Credits

Member Price: $89

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The major topics covered in this class include:Discover why the ten crucial qualities of high-character CPAs are essential to your successLearn how to evaluate these qualities in job candidates and why you must do so

Tax Practice Conduct Standards: Circular 230 and AICPA Statements 2024

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Webinar

4.00 Credits

Member Price: $159

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Federal and California statutory and regulatory standards governing tax preparers: Preparer penalty provisions, Circular 230 and; AICPA Statements on Standards for Tax Services Tax shelter and reportable transaction issues in depth Attorney-client, Sec. 7525 and work product privilege issues and Kovel arrangements

Ethical Considerations in Working with Cannabis

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Webinar

1.00 Credits

Member Price: $55

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The major topics covered in this class include:Framework for assessing the propriety of offering services within the state legal, regulated cannabis industryAssist in identifying key stakeholders to be considered in conjunction to providing cannabis industry services, including:partnersstaffclientsBanking relationshipsMalpractice insurance

Mail Fraud and Wire Fraud: Why Business Owners go to Prison

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Webinar

2.00 Credits

Member Price: $89

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The major topics that will be covered in this class include:What is fraud?How business owners become vulnerable to charges for mail fraud and wire fraudWhat business leaders know about how communications can lead to criminal chargesDiscussion of actual fraud cases involving business leaders that went to prison for wire fraud.Federal sentencing guidelinesSentencing for mail fraud and wire fraud convictions

Beware the Tax Enforcers: How the US Prosecutes Tax Evaders

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Webinar

2.00 Credits

Member Price: $89

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The major topics covered in this course include:Overview of the Tax Division's role and responsibilitiesCivil litigation and appellate cases in the Tax DivisionCriminal investigations and prosecutions of tax law violationsProtecting the public fisc through affirmative civil litigationEncouraging voluntary compliance with tax lawsEnsuring fair and uniform enforcement of tax lawsCollaboration with other federal agencies in tax law enforcement

Anti-Bullying and Sensitivity

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Webinar

1.00 Credits

Member Price: $39

Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?

Whistleblowers and the Law

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Webinar

2.00 Credits

Member Price: $89

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The major topics that will be covered in this class include:Government incentives to turn professionals into informants.What influences a fraudulent culture in a professional environment?How misleading investigators can lead to federal prison. Influence of pressures and crime.C-Suite influences and leadership

Creating a Culture of Trust in a Fraud-filled World

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Webinar

2.00 Credits

Member Price: $89

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The major topics that will be covered in this course include:Discuss why fraudsters are becoming more brazen, how you protect yourself and your organization.Consider the concept of trust and how can you establish real trust within your organization.Discuss the pressures that cause CPAs to cross the line. What are the ethical principles that CPAs are required to follow? Who is responsible for fraud prevention?

Financial Decisions that Led Two Businessmen to Prison

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Webinar

2.00 Credits

Member Price: $89

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The major topics covered in this class include:Career choicesEthical dilemmasJudicial proceedingsMitigation strategiesCreating tools to help make better decisionsAtonement and reconciliation

Ethics: What a CPA in Business & Industry Needs to Know

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Webinar

2.00 Credits

Member Price: $89

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Ethics for Members in Business: Why Bother?Re-Introducing the AICPA Code of Professional ConductThe Basic Ethics Rules for Members in BusinessThe Conceptual Framework: Avoiding the Risk of NoncomplianceCase Analysis: Members in Business

Assessing Independence Under the New Yellow Book

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Webinar

1.00 Credits

Member Price: $55

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The major topics covered in this course include:Threats and safeguardsIndependence RulesGAGAS

Let's End Business Ethics

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Webinar

2.00 Credits

Member Price: $79

Ethics defined Are there business ethics? How to identify ethical issues Deciphering your ethical code Why ethical behavior is good for your business How to make ethical decisions

Addressing Conflicts of Interest and Errors on Tax Returns 2024

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Webinar

2.00 Credits

Member Price: $89

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Overview of the rules about discovering an error in a return either when rendering future preparation services or during representation in an administrative proceeding Discussion of the duty to 'advise' clients concerning potential taxpayer penalties associated with discovering an error or omission Discussion of the Circular 230 requirements when a conflict of interest exists in a client engagement Circular 230 and the IRS Office of Professional Responsibility oversight and disciplinary authority

Ethics: How to Give and Receive Criticism the Right Way

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Webinar

2.00 Credits

Member Price: $89

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The major topics covered in this course include:Entertaining lecture by a professional presenter, illustrated with relevant video clips and photographs, to cover the main points of the webinarWriting exercises, so you can see how these lessons apply to your own CPA practice and personal lifeTrue stories about CPAs and other leaders to show what can happen when apologies and criticism are done right, and the pitfalls of doing them the wrong way

Anti-Bullying and Sensitivity

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Webinar

1.00 Credits

Member Price: $39

Taking credit for someone else’s work. Repeatedly belittling a co-worker. Withholding essential information. Failing to invite someone to an essential meeting. Ignoring a coworker with the intent to harm or control. Engaging in ongoing passive-aggressive behavior in which words and actions appear harmless but have the intent to harm or control. Constant and unfair criticism. Social bantering and teasing. Yelling, shouting and screaming. Insults and behind-the-back put-downs. Hostile glares and other intimidating gestures. Malicious gossiping. Monopolizing supplies and other resources. Aggressive e-mails or notes. Overt threats and aggression or violence Am I the bully?

Love it or Leave It: Engagement and Retention at Work

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Webinar

2.00 Credits

Member Price: $89

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The major topics that will be covered in this course include:Ethical Values and Engagement and RetentionEnhancing Employee engagementStrategic/Intentional Actions to Enhance RetentionGeneration X

Surgent's Lessons Learned From Recent Accounting Malpractice Actions

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Webinar

2.00 Credits

Member Price: $119

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Common instances of accounting malpractice Current claim trends Frequent defenses to claims Statute of limitations Damages Claims by practice area

Surgent's Shades Of Gray - Practicing Before The Internal Revenue Service - Circular 230 -Current State

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Webinar

2.00 Credits

Member Price: $99

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Office of Professional Responsibility – Authority and Procedures Current status of the regulations governing tax practice before the IRS (Circular 230 Rev. 6/2014) In depth coverage of the various Due Diligence obligations of tax professionals Overview of other key Circular 230 provisions Practitioner responsibilities to their clients and to the Tax Administration System Best Practices for all tax professionals

IRS Strategic Plan 2023-2026 and Impacts on US Tax Pros

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Webinar

2.00 Credits

Member Price: $89

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The major topics covered in this course include:Overview of the IRS Strategic Plan 2023-2026Key goals and priorities of the IRS Strategic PlanMeasures the IRS plans to take to achieve its goalsImplications of the IRS Strategic Plan for tax professionals and regulatory ethicsChanges to the way the IRS provides services and communicates with taxpayersStrategies for staying up-to-date on IRS policies and proceduresCase studies of the impacts of the IRS Strategic Plan on the accounting profession