Webinar: The Higher Standards of Professional Fiduciary Duty

Presented by: James J. Rigos, JD, LLM, CPA

Program Description and Learning Objectives

This presentation attempts to develop and apply the professional fiduciary duty 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 professionals 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 potential.  This new emphasis seems to raise the chances that standard CPA engagements may be deemed to fall in the fiduciary duty category and/or that such relationships may receive increased scrutiny.  

Date & Time

Webinar: Tuesday, September 10, 2019                                                                

2:00 p.m. - 3:00 p.m. ET (11:00 a.m PT)

Education

NASBA-approved for 1.0 CPE credit in Behavioral Ethics; 1.0 (M)CLE credit*
 

Cost

Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

Registration is available at www.attorney-cpa.com or by phone at 888-ATTY-CPA ext. 2. The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by September 9, 2019 and will be subject to a $5.00 cancelation/administration fee. For information on the cancelation policies, please contact our office at 888-ATTY-CPA ext. 2.

Additional Information

Delivery Method: Group Internet Live

Program Level: Update

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

About the Presenter

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.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.