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CPE Catalog & Events

Showing 358 Ethics Results

Shaping your Organization's Ethical Foundation

Wednesday, December 14 9:00am - 10:27am

Webinar

1.60 Credits

Ethics Organizational culture Business Management and Employee and Labor Relations

Ethics: Giving Thanks - How to Master the Art of Gratitude

Wednesday, December 14 9:30am - 11:30am

Webinar

2.00 Credits

We'll explore what gratitude is and how expressions of it can vary from culture to culture. We'll also unpack several ways you can regularly say "thank you" to valued clients and colleagues, and we'll examine methods for evaluating gratitude in prospective and current employees.

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

Wednesday, December 14 11:00am - 1:00pm

Webinar

2.00 Credits

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

Improving Ethical Decision Making

Wednesday, December 14 1:00pm - 2:09pm

Webinar

1.20 Credits

Ethics HR Role in Ethics Recruitment and screening processes

Ethical Intelligence with Dr. Toby Groves

Wednesday, December 14 3:00pm - 4:00pm

Webinar

1.00 Credits

The major topics that will be covered in this class include:How culture affects ethical judgmentThe surprising relationship between empathy and ethicsMindfulness and resilienceEthical transparencyEthical fading and bounded ethicalityThe neuroscience of ethical information-processingThe psychology behind empathy, transparency and trust

Ethics: IRS Tax Advocate Service for Accountants

Wednesday, December 14 4:00pm - 6:00pm

Webinar

2.00 Credits

TAS operations snapshotTaxpayer Bill of RightsLocal Taxpayer AdvocateLow Income Taxpayer ClinicsReports to CongressTaxpayer Advocacy PanelSystemic Advocacy Management System (SAMS)

Surgent's Ethical Considerations for the CPA

Thursday, December 15 7:00am - 10:30am

Webinar

4.00 Credits

Examine the CPA's role in today's economy Compare similarities and differences between individual and business ethics Explore the link between ethics, integrity and scruples Discuss the basic attributes of ethics and professional conduct Review the history of the CPA profession and the CPA's requirement to adhere to ethics policies and codes of conduct Review the AICPA's Code of Professional Conduct and a CPA's responsibilities to the public, clients and colleagues Discuss the common rules and statutes faced daily in the CPA profession. Case studies may also be utilized to present potential ethical dilemmas CPAs may face during their careers Review CPA Independence violations by current legal case examples

Case Study Ethics for Today's Accountant

Thursday, December 15 7:30am - 8:30am

Webinar

1.00 Credits

The major topics covered in this class include:How to apply ethical guidance to scenarios accounting professionals may encounter in public practiceBest ethical standards to integrateAnalyze and apply the AICPA Code of Professional Conduct

Real World Business Ethics Scenarios

Thursday, December 15 8:30am - 10:30am

Webinar

2.00 Credits

The Angry Boss Financial Close Dilemma Petty Cash Fund Management Incentives I Need My Job

CPA Firm Ethics-Practice Workshop

Thursday, December 15 9:00am - 12:30pm

Webinar

4.00 Credits

Understanding the AICPA Code of Professional Conduct Understanding Ethics Requirements for CPA Firms

Ethics: Environmental, Social and Governance for Accountants

Thursday, December 15 10:00am - 12:00pm

Webinar

2.00 Credits

The major topics that will be covered in this class include:What is ESG?Key Technology, Economic and Social Drivers of ESGESG Current LandscapeIssues in Shifting from Theory to PracticeCOP26: Implications for the Accounting ProfessionTechnical Examples of ESG ReportingThe "S" in ESG: Social MetricsThe "G" in ESG: Governance EthicsESG as an Emerging Client Advisory ServiceESG Reporting Best PracticesESG and BlockchainLeading ESG Reporting FrameworksESG CertificationsProminent ESG Software and CalculatorsESG Starter Strategy

Accountants Liability: Balancing Risk and Reward (Tax Focus)

Thursday, December 15 11:00am - 3:00pm

Webinar

4.00 Credits

Claim data of the AICPA professional Liability Insurance Program Practice Management firm culture and going to market client and engagement letters and acceptance relationship continuance and termination Billing data security Risk Management issues relating to tax and consulting services

Ethical Tax Practice Strategies in a Crisis World

Thursday, December 15 12:00pm - 1:49pm

Webinar

2.00 Credits

 “Tales from the Front” – practice issues CPAs are dealing with in these extraordinary times Review of AICPA Code of Professional Conduct Review of IRS Circular 230 Review of client tax return disclosure rules (Sec. 6103) Crisis impacts on engagement letters, contingent fees, independence, consulting services, attest and non-attest services, billing, and collections.

An Ethical Framework - How It Works

Thursday, December 15 2:30pm - 4:30pm

Webinar

2.00 Credits

Structure of Professional EthicsThe Differences Between the Code of Professional Ethics as maintained by the AICPA, the Professional Ethics Executive Committee (PEEC), Joint Ethics Enforcement Program (JEEP) and Joint Trial Board What Happens When an Ethics Complaint is ReceivedCase Studies

New Client Ethical Issues: The CPA's Challenge

Thursday, December 15 3:00pm - 4:48pm

Webinar

2.00 Credits

TBD

Surgent's Technology and Ethics: Applying CPAs' Ethical Standards to Our Changing Technology Environment

Friday, December 16 7:00am - 10:30am

Webinar

4.00 Credits

The ethical foundations of the CPA profession, as found in the AICPA Code of Professional Conduct, and how they apply in this era of technological advances Common ethical dilemmas made more challenging due to the impact of technology Initiatives of the IESBA to update global ethical standards for the impact of technology

State and Federal Ethics Considerations

Friday, December 16 9:00am - 12:30pm

Webinar

4.00 Credits

Federal and state standards of tax practice Return preparer registration (state and federal) State and federal penalties that apply to tax practice Conflicts of interests related to flow-through entities Ethics issues related to operating a virtual tax practice Application of taxpayer privileges in tax practice Understand Due Diligence.

Ethical Considerations in Working with Cannabis Clientele

Friday, December 16 11:00am - 12:00pm

Webinar

1.00 Credits

The major topics covered in this class include:What practitioners need to consider when working with state legal, regulated cannabis clientsTips and advice on how to assess the business risks and impacts on working in this areaHighlights resources available from the AICPA and other state CPA societies

Ethics: 10 Crucial Qualities of High Character CPAs

Friday, December 16 3:00pm - 5:00pm

Webinar

2.00 Credits

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

Surgent's Ethics for Tax Professionals

Monday, December 19 8:00am - 10:00am

Webinar

2.00 Credits

What does practicing before the IRS mean? Who may practice before the IRS? What should a tax preparer do if he or she has knowledge of a client's omission of income from a tax return? May a tax preparer rely on the work of other tax return preparers? May a tax preparer rely on and use client-provided information? Standards associated with giving advice to clients Abolition of the disclaimer requirement When must a tax preparer examine a client’s books and records?