Events Search
  Summary & Check Out (0)
Tuesday, September 19, 2023 Live Webcast

Responsibility to the Public by the CPA (X2-34457)

9:00 AM - 10:00 AM EDT
webcast

Vendor Platform

1 CPE Credits in PE

OVERVIEW

This course focuses on concepts of due care and client confidentiality as the CPA carries out his/her responsibility to the public. We discuss the CPA’s duty to “blow the whistle” in situations where the professional becomes aware of financial fraud or subversion of the tax rules.

DESIGNED FOR

CPAs, EAs, or other tax professionals

BENEFITS

After attending the presentation you will be able to...

  • Be able to define a CPA's responsibility to the public and apply related concepts such as due care and client confidentiality in practice.
  • Be able to discuss a CPAs potential duty to blow the whistle in certain circumstances even though it may result in a negative consequence to the whistleblower.

HIGHLIGHTS

The major topics covered in this class include:

  • AICPA Code of Conduct:  Responsibility to the Public and Due Care
  • Case study:  Health South
  • Returning client records
  • Confidential information
  • Whistleblowing provisions

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Allison McLeod

Allison M. McLeod, CPA, LL.M., J.D.

Allison M. (Yee) McLeod, LL.M., JD, CPA, is currently a Senior Lecturer at the University of North Texas in Denton, Texas. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.

Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.

Professor McLeod teaches at the university level graduate classes on Ethics, Tax Research and Corporate Income Tax. She also lectures in Financial Accounting and Individual Taxation on an undergraduate level. She has taught at the UNT College of Law as adjunct faculty and works part-time at the law firm of Grable Martin Fulton, PLLC. Since 2011, Professor McLeod has been honored to present live and on-line ethics CPE classes to CPAs across the nation. She also serves as an expert witness in accounting malpractice cases and maintains a small private practice serving individuals and small businesses. Professor McLeod has also taught at the University of North Texas College of Law as adjunct faculty. She is currently serving on the Professional Ethics Committee of the Texas Society of CPAs.

Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993.

PRICING

$45.00 - Member

$65.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

CPA Crossings