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Friday, February 5, 2027 Live Webcast

Upholding Independence While Holding Your Client's Hand (X4-8015864)

5:00 PM - 6:49 PM EST
webcast

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2 CPE Credits in PE

OVERVIEW

Many entities look to their CPA as a trusted advisor when tackling complex accounting topics. This is more relevant now than ever. The FASB's big three accounting pronouncements involving revenue recognition, leasing and credit losses have placed a magnifying glass on this reality. Practitioners need to exercise caution to ensure they maintain independence as they assist their review and audit clients with such matters, as well as with compilation engagements. This course addresses these issues and explores best practices and guidance provided by the AICPA's Code of Professional Conduct.

DESIGNED FOR

Anyone who performed nonaudit services

BENEFITS

  • Describe the nature of risks faced when performing nonaudit services for clients
  • Explain how to mitigate risks faced by all CPAs in performing nonaudit services
  • Apply best practices for maintaining quality control for nonaudit engagements

HIGHLIGHTS

  • Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar
  • Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims
  • Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements
  • Explain situations when independence should be appropriately safeguarded when performing nonattest services 

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Chris Harper

Chris Harper, CPA, M.B.A.

PRICING

$89.00 - Member

$119.00 - Nonmember

Register Today


Note: Online pre-registration will close on February 5 at 4:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN