This presentation develops and applies the professional fiduciary duty heightened legal standard to the practice of attorneys and CPAs. Lawyers are generally considered fiduciaries for their clients, so the course's main emphasis is on AAA-CPA members "holding out" their CPA credential. The AICPA's recent ethics "re-codification" elevated conflicts of interest and imposes the requirement of an engagement's detailed risk analysis. This new AICPA conflict emphasis seems to heighten the chances that standard CPA engagements may be deemed to rise to the fiduciary duty category level and/or that such relationships receive increased judicial scrutiny.
Date & Time
Webinar: Tuesday, July 14, 2020
2:00 p.m. - 3:00 pm Eastern (11:00 am Pacific)
NASBA approved for 1.0 CPE credit; 1.0 (M)CLE credit*
Please note CPE credit cannot be provided if you participate only via phone
Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00
Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00
James J. Rigos is an attorney-CPA-CMA who has written and lectured widely in the area of professional accounting individual and CPA firm ethics and legal liability. He is a graduate of Boston University Law School. He has been involved as an advocate in over 200 legal and ethical claims against CPAs since 1980. He has served on the WSCPA's Mediation Committee and the AICPA's Accountants Legal Liability Committee. He is a National Director of the AAA-CPA and past President of the Washington State Chapter of the AAA-CPA. Jim also serves as the current Chair of the AAA-CPA National Ethics and Dual Rights Committee.
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