CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
Conference

Ethics for Tax and Accounting Professional: Florida Spotlight

2 + 4 Credits: Regulatory Ethics
Event Date: July 10, 2024 7:30 am

$838.00

Availability: 49 in stock

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Ethics for Tax and Accounting Professional: Florida Spotlight

Format
Conference
Course Level
CPE Credits

2 + 4 Credits: Regulatory Ethics
Event Date: July 10, 2024 7:30 am

Course Description

Allow Jeff Sailor to lead you through this two-part course, starting with a 2-credit ethics module specifically tailored for tax professionals. Following this, Jeff will offer an engaging and informative approach to meeting the 4-credit ethics requirements for Florida CPAs.

Ethics for Tax Professionals examines ethical theories and principles pertinent to taxation, encompassing conflicts of interest, due diligence, and professional integrity in accordance with Circular 230. Through case studies and discussions, students learn to navigate ethical dilemmas and uphold the highest standards of professionalism in their roles as tax advisors and representatives.

Accounting Professional Ethics: Florida Spotlight features an in-depth look at the AICPA Code of Professional Conduct, offering insights into the Conceptual Framework for ethical decision-making and specific discussions on independence in the context of nonattest services. Additionally, it provides a detailed exploration of Florida’s specific rules, including Chapters 455 and 473 F.S., and FL BOA Rules 61H1. By completing this course, you not only fulfill your CPE requirements but also gain valuable knowledge that can be applied to real-world ethical dilemmas, enhancing your professional integrity and decision-making skills.

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Learning Objectives

Ethics for Tax Professionals

  • Understand the ethical obligations outlined in Circular 230 and other relevant regulatory frameworks governing enrolled agents, including the Enrolled Agent’s Oath, and apply these principles to real-world tax practice scenarios.
  • Develop the ability to identify and analyze potential conflicts of interest in client representation, demonstrate strategies for managing such conflicts while maintaining professional integrity, confidentiality, and fiduciary duty.
  • Enhance ethical decision-making skills by evaluating complex ethical dilemmas in tax practice, applying ethical theories and principles, and communicating effectively with clients and stakeholders to ensure compliance with ethical standards and regulatory requirements

Accounting Professional Ethics: Florida Spotlight

  • Define ethics;
  • Describe types of ethics;
  • Identify ethical dilemmas;
  • Describe the source of accounting ethics;
  • Describe the format of the AICPA Code of Professional Conduct;
  • Identify the areas of ethics rules for accountants in public practice;
  • Identify the areas of ethics rules for accountants in business;
  • Describe various violations of ethics;
  • Apply the Conceptual Framework for ethics issues;
  • Identify the seven threats to independence;
  • Describe the five categories of independence issues;
  • Describe the issues related to nonattest services;
  • Describe the topics in FL 455;
  • Describe the topics in FL 473;
  • Describe the rules on Fl BOA Rules 61H1; and
  • Apply the provisions for reporting CPE to the FL DBPR.
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Course Specifics

Course ID
24COrlando-LE375325
Prerequisites

None

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Sailor Headshot

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

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