Skip to main content
Live Webcast Replay

New Client Ethical Challenges: The CPAs Guide

Total Credits: 2 including 2 Regulatory Ethics - Technical

Average Rating:
ACPEN Tax Institute |  Ethics
Steven C. Dilley, CPA, JD, PhD
Course Levels:
2 Hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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.

Basic Course Information

Major Subjects
  • How the CPA can meet the challenges presented by a new client
  • AICPA Code of Professional Conduct
  • AICPA Statements on Standards for Tax Services
  • IRS Circular 230
  • Case study illustration of how to bring the new client into ethical, proper financial and tax compliance

Learning Objectives
  • Identify the ethical rules faced when taking on a new client
  • Identify the latest AICPA and IRS ethical guidelines to implement into your CPA practice

Course Materials


Steven C. Dilley, CPA, JD, PhD's Profile

Steven C. Dilley, CPA, JD, PhD Related Seminars and Products

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.


Thu, Nov 30, 2023 - 10:00am to 11:45am CST
Wed, Dec 06, 2023 - 12:00pm to 01:45pm CST
Tue, Dec 12, 2023 - 06:00pm to 07:45pm CST
Fri, Dec 22, 2023 - 08:00am to 09:45am CST
Fri, Dec 29, 2023 - 10:00am to 11:45am CST
Wed, Jan 03, 2024 - 12:00pm to 01:45pm CST
Sat, Jan 13, 2024 - 02:00pm to 03:45pm CST
Tue, Jan 23, 2024 - 06:00pm to 07:45pm CST
Fri, Feb 09, 2024 - 10:00am to 11:45am CST
Mon, Feb 19, 2024 - 12:00pm to 01:45pm CST
Wed, Feb 28, 2024 - 02:00pm to 03:45pm CST
Fri, Mar 01, 2024 - 08:00am to 09:45am CST
Sat, Mar 09, 2024 - 10:00am to 11:45am CST
Fri, Mar 22, 2024 - 12:00pm to 01:45pm CDT
Mon, Apr 08, 2024 - 02:00pm to 03:45pm CDT
Fri, Apr 19, 2024 - 08:00am to 09:45am CDT
Fri, Apr 26, 2024 - 10:00am to 11:45am CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation


Designed For CPAs in public practice and those seeking on update on client ethical compliance
Original Recording Date 04/2023
Yellow Book No
Course Developer Federal Tax Workshop
Date Added to Catalog 02/09/2023

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.



Overall:      4.5

Total Reviews: 8