2024 Upholding Independence While Holding Your Client's Hand
Total Credits: 2 including 2 Regulatory Ethics - Technical
- Average Rating:
- 9
- Categories:
- ACPEN Industry Institute | Ethics | IRS Approved
- Faculty:
- Dr. Chris Harper, CPA, MBA
- Course Levels:
- Basic
- Duration:
- 2 Hours
- License:
- Expires 30 day(s) after program date.
Description
Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.
**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.
Basic Course Information
Learning Objectives- Develop an outline of presentation topics
- Draft talking points for a media interview
- Edit your written work for clarity and length
- Adapt content depth and delivery as appropriate for the intended audience
- Recognize best practices for both written and verbal formats
- Avoid plagiarism by providing appropriate credit for sourced material
- Enhance audience engagement
Major Subjects
- Discussion of circumstances that may cause recent FASB pronouncements to introduce threats to independence
- Review the AICPA's Code of Professional Conduct
- Provide best practice tips and practical strategies for preserving independence when assisting clients with technical matters
Course Materials
Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase |
IRS Credit Request Form- ONLY COMPLETE FOR IRS CREDIT ONLY (265.7 KB) | Available after Purchase |
Upholding Independence While Holding Your Client's Hand Handout (2.7 MB) | Available after Purchase |
Faculty

Dr. Chris Harper, CPA, MBA Related Seminars and Products
Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.
Dates
Tue, Apr 22, 2025 - 03:00pm to 04:49pm EDT
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Additional Info
Basic Course Information
Advanced Preparation NoneCourse Developer
Van Der Aa Tax Ed, LLC
Designed For CPAs in public practice and members in industry
Yellow Book No
Original Recording Date 5/1/2024
Prerequisites None
Date Added to Catalog 3/12/2024
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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