By the end of this course, students will be able to:

• recall key principles and standards, including non-attest services, independence impairments, and restrictions on fees
• identify fiduciary duties, threats, and benefits of mobility and substantial equivalency for CPAs
• distinguish between permissible and impermissible actions in benefit plan administration and consulting roles
• recognize the impact of modern technology and social media on professional conduct and compliance
• recall strategies for enhancing client perceptions, facilitating transitions, and obtaining referrals

CPAs seeking to enhance their decision-making skills while expanding their service offerings. This course is particularly valuable for practitioners considering new technologies, assessing multi-state practice opportunities, or aiming to strengthen client relationships through value-added services.