Ethics

The Many Faces of Fraud (Ethics) (LIET01/23)

Bernie Madoff, Scott London, Aaron Beam – what do these three men have in common? The answer may not be so obvious, but each if asked, many years back, the question: “Would you voluntarily make a decision that could ruin your professional life?” – the answer would likely be a resounding “NO!” Yet each of these and many others discussed did that very thing.

In his unusually authentic style, Chuck reveals the consequences of the unethical decisions he made in his own attempt to build the great Americm1 dream for himself and his family. This powerful fraud presentation is filled with unforgettable messages of success and failure, illusions and reality, and choices and consequences. Discussion Leader: Chuck Gallagher

Tax Practice Ethics (LIVESTREAM) (LITX28/22)(LITX31/22)

Learn what is required to comply with the Treasury Department’s “Circular 230,” as well as Internal Revenue Code sections imposing penalties for failure to exercise reasonable care in preparing income tax returns and giving tax advice to clients. Put all that in context as professional ethical standards by understanding AICPA “Statements on Standards for Tax Services,” which are enforceable tax practice standards for members of the AICPA. An ethical tax practice needs the same sort of quality controls CPAs impose on their attest practices.

Enrolled Agent Approved

A Culture of Regulatory Ethics: Make A Competitive Advantage (LIET02/22, LIET04/22, LIET06/22, LIET08/22)

How often do you and your employees put ethics at the forefront of discussions about the decisions being made? On a daily basis, decisions are made, good or bad, that define who you are and define your organization. While your employees may be aware on some level, do they truly realize the impact of the decisions they are making? More importantly, what is the risk to your company if they don’t? Discussion Leader: Ramona Farrell