Ethics for CPAs: High Sensitivity Advanced Issues, Conflicts of Interest, Independence, Confidentiality, Fiduciary Duty & Tax Engagements (4 hrs-pm)

Add to Calendar

Jan 25, 2019

Registration: 12:15 PM / Program: 12:45 PM - 4:30 PM


Member Fee: $185.00
Nonmember Fee: $235.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: -92.00


National Chair of the American Academy of Attorneys-CPAs Ethics Committee, instructor/author James Rigos, Attorney-CPA, will instruct on ethical topic areas applicable to CPAs in public practice.

Designed For

Individual CPAs desiring to refresh their sensitivity in key new engagement decisions * CPA firms desiring a focused training workshop for both partners and general staff employees covering the most sensitive ethical dilemmas * Tax Practitioners who are in potential conflicting and liability positions * CPAs wanting to receive four hours of Oregon approved ethics required biennially.


Gain more confidence in your personal and professional independence-related, conflict of interest and confidentiality ethical judgments and an increased sensitivity towards sensitive accounting and tax ethical issues and dilemmas * Become familiar with new releases in these critical areas.

Major Subjects

CPA responsibilities and prohibited conduct described in the new AICPA Code of Ethics * How to spot the three types of potential conflicts of interest and confidentiality dilemmas * How to avoid conflicts of interest and related liability. * How the courts and State Board have applied the fiduciary duty status to Oregon CPAs. * Our 2018 Edition adds a full chapter of tax-related ethic issues for everyday tax practice.

NOTE: This course meets the Oregon Board of Accountancy’s biennial four-hour ethics requirement for all CPAs except those in their first two-year reporting period.


James Rigos

Jim Rigos, CPA, CMA, CFM, is an Attorney-CPA who has written and lectured widely in accounting, professional ethics, and legal topics. He practiced public accounting for a decade before graduating with a LLM degree in tax law from Boston University Law School. He has defended over 200 cases against CPAs including ethics complaints at the Oregon State Board, AICPA Joint Trial Board, and appeals up to the 9th Circuit Court of Appeals. He also has served as a mediator, judge pro tem, and member of the AICPA's Accountants Liability committee. He is a prior national officer in and current national Chair of the Ethics and Dual Practice committee of the American Academy of Attorney-CPAs (AAACPA).

Jim's live classes are rated high and are sometimes provocative but highly exciting. Many actual reported cases facing CPAs are explored. The legal and ethical ramifications of the new AICPA “Re-codification,” particularly conflicts of interest and fiduciary duty, are explored in detail. Protective client disclosure letters are suggested and detailed provisions explored. Come learn about how to best protect yourself and your practice in this new CPA ethical “Re-codified” world.

Rev. 03/30/2018