Wednesday, June 20, 2018 | 7:30 am – 12:00 noon | $100 | Click here to register
In partnership with the Pennsylvania Institute of CPAs, this program will provide participants with an understanding of applicable rules of professional responsibility affecting accounting professionals, including:
- Treasury Department’s Circular 230 (relating to practice before the Internal Revenue Service)
- AICPA’s Code of Professional Conduct
- ABA Model Rules
The program will include a discussion, with audience participation, of social science research relating to ethics and examples highlighting the challenges faced by accounting professionals.
- Transparency, Morality, and the Importance of Ethics in the Accounting Practice
- The Ethical Landscape: Social Science Research
- National Ethics Survey and Global Business Ethics Survey
- Ethics in Everyday Life
- Social Science Research
- The Importance of Environmental, Cultural, and Demographic Differences
- An Ethical Analytical Framework
- Professional Standards: AICPA, ABA, and Circular 230
- Civil Penalties, including I.R.C. § 6694
Who should attend: Certified public accountants, attorneys and others with an interest in the topic or are in need of continuing education credits.
7:30 am – Registration and breakfast
8:00 am – 12:00 pm – Program
Special Instructions: You will receive your course materials one week prior to the course start date. Please download them prior to your arrival at the course.
Continuing education information:
- 4 Ethics CPEs
- 3 substantive CLE credits will be awarded for this program (add $25).
About the Presenters:
Daniel B. De Jong is a Senior Manager in the State and Local Tax Group of KPMG’s Washington National Tax practice. He previously served as Tax Counsel for Tax Executives Institute where he focused on State and Local Tax issues and global indirect tax issues. He earned an LL.M. degree in Taxation from University of Denver and a J.D. degree from University of Denver College of Law. He also holds a B.A. degree in English from Calvin College.
Timothy J. McCormally is a Director in KPMG’s Washington National Tax practice, where he works with the Practice, Procedure & Administration and Federal Legislative & Regulatory Services groups. He previously served as Executive Director of Tax Executives Institute and as TEI’s top lawyer. Timothy received a B.A. degree from the University of Iowa and J.D. degree from Georgetown University Law Center. In 2014, he was appointed to the Internal Revenue Service Advisory Council, a federal advisory committee, and served a member of its Large Business & International Subgroup. In 2017, his term was extended and he chaired the overall group.