It goes without saying that CPAs must stay up-to-date on all regulatory requirements at the Federal and State level. During this session, we’ll discuss recent regulatory trends impacting current and future CPAs and cover pronouncements relating to:

  • State Boards of Accountancy
  • The American Institute of Certified Public Accounts
  • The Internal Revenue Service
Learning Objectives
  • Identify details and benefits regarding mobility and substantial equivalency for practicing CPAs.
  • Discover and recall key principles and threats in connection with the AICPA Code of Professional Conduct.
  • Explore and recall risks tax practitioners may face when utilizing social media to promote their practice.
Last updated/reviewed: March 19, 2024
1 Review (11 ratings)

Reviews

5
Anonymous Author
This course was a great refresher. I will recommend it to anyone. The instructor was effective in presenting the course materials.
Prerequisites
Course Complexity: Foundational

No advanced preparation or prerequisites are required for this course. However it is recommended to take other Regulatory Ethics courses by Frank Castillo.
Regulatory Ethics: Clients
Regulatory Ethics: Data
Regulatory Ethics: Independence

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction to Regulatory Ethics: Rules and Trends1:46
  Uniform Accountancy Act4:28
  Substantial Equivalency for Two-Tier States6:36
  Current Two-Tier States and New Practices7:34
  Key Principles in AICPA Code of Professional Conduct7:45
  Steps of The Conceptual Framework8:20
  Circular 2309:38
  Other Considerations4:14
  Summary1:24
CONTINUOUS PLAY
  Regulatory Ethics: Rules and Trends51:45
SUPPORTING MATERIAL
  Slides: Regulatory Ethics: Rules and TrendsPDF
  Regulatory Ethics: Rules and Trends Glossary/ IndexPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam