Objectives
At the conclusion of this course, students will be able to:
- identify details and benefits of mobility and substantial equivalency for CPAs
- recall key principles and threats in the AICPA code of professional
- conduct remember risks for tax practitioners using social media
- identify services to strengthen client trust
- recall tips for facilitating client transitions and obtaining referrals
Designed For:
CPAs are interested in multi-state practice and/or enhancing client relationships. Particularly valuable for practitioners using social media, considering practice expansion, or aiming to become trusted advisors.
WebCE® 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.nasbaregistry.org.
For more information regarding WebCE administrative policies such as refunds, cancellations
and concerns, please contact Support Services at 877-488-9308.