FREE 4-Hour Ethics Course Information for CalCPA Members

CalCPA members* are eligible to receive a FREE 4-hour ethics course ($201 value).

Select from courses in webcast or self-study format to meet either your 4-hour ethics license renewal requirement or technical CPE hours. No promo code required.

Membership Year 2022-23 (more course links to be updated soon)

Accountancy Laws Ethics Taxes and Financial Reporting Review: Ethics

Cover case studies and engage in discussion questions that cover professional ethics, fair positions in tax returns, ethical issues in tax practice, fairness in financial reporting, and integrity.

  • Time: 8:00 - 11:30 a.m. and On-Demand
  • Credits: CPE: 4; CPE-Technical: 4; CPE-ET: 4
  • Past Dates: Jan. 26, Feb. 23, March 23, April 20, May 25, June 22, July 27, Aug. 24, Sept. 28
  • On-Demand
Upcoming Dates
2022 Oct. 26 Nov. 30 Dec. 21      
2023 Jan. 18 Feb. 22 March 28 April 26        

CPA Firm Ethics—Practice Workshop

Participants will review what ethics means for a CPA firm and its staff. CPAs will understand and be able to use the rules in practice. This interactive workshop designed for practitioners in small and medium-sized CPA firms will include lecture with generous time for questions and case studies to reinforce the concepts.

  • Time: 8:00 - 11:30 a.m.
  • Credits: CPE: 4; CPE-Technical: 4; CPE-ET: 4
  • Past Dates: Jan. 18, May 18, Aug. 17, Sept. 7, Oct. 19
Upcoming Dates
2022 Dec. 6     
2023 Feb. 1        

Professional Conduct & Ethics: Dealing with Ethical Crises

CPAs are commonly placed in positions to make difficult decisions. This course infuses new case studies highlighting issues that involve handling ethical crises. From audit to tax and from staff to partner, dive deep into high profile conflicts such as Wells Fargo, Google, and Turing Pharmaceuticals, as well as other conflicts that never make headlines.

Ethical Responsibilities for CPAs: Ethics

Keep current on ethical requirements imposed by standards-setting organizations and legislative action. Discuss regulatory, legal and ethical requirements affecting the profession.

Take a pragmatic approach to ethics, recognize potential regulatory problems, and avoid liability.

  • Time: 8:00 - 11:30 a.m.
  • Credits: CPE: 4; CPE-Technical: 4; CPE-ET: 4
  • Past Dates: Jan. 6, Feb. 3, April 7, May 12, June 9, July 7, Aug. 4, Sept. 1, Oct. 6
Upcoming Dates
2022 Nov. 3 Dec. 1         
2023 Jan. 26 Feb. 9 April 27          

Everyday Ethics: Doing Well by Doing Good

Learn various codes of professional conduct and standards of ethical conduct, recent cases involving professional responsibility for the accounting profession, ethical frameworks and more.

  • Time: 8:00 - 11:30 a.m.
  • Credits: CPE: 4; CPE-ET: 4
  • Past Dates: Feb. 17, March 10, June 15, July 19, Sept. 20
Upcoming Dates
2022 Nov. 16      
2023 Jan. 13 March 29    

Materiality and Ethics

Attendees will address the ethical and practical considerations related to assessing materiality in preparations, compilations and reviews, and industry.

  • Time: 8:00 - 11:30 a.m.
  • Credits: CCPE: 4; CPE-Technical: 4; CPE-AA: 4; CPE-ET: 4
  • Past Dates: Feb. 17, March 10, July 12, Aug. 9, Oct. 12
Upcoming Dates
2022 Nov. 8 Dec. 13      
2023 Feb. 16 April 19    

State and Federal Ethics Considerations

Discover recent developments in tax return preparation and representation. Learn the rules of professional conduct set forth by the IRS, AICPA and state tax agencies.

Review rules and regulations that govern tax practice for both federal and state purposes. Examine the rules of practice before the IRS (Treasury Dept. Circular 230). Explore current developments related to tax practice.

Consider how ethical principles, such as conflicts of interest, apply to partnerships and other flow-through entities. Determine how various states regulate tax practice, including a discussion on malpractice. Tackle real-world scenarios affecting your practice

  • Time: 8:00 - 11:30 a.m.
  • Credits: CPE: 4; CPE-Technical: 4; CTEC-CA: 4; IRS-ET: 4
  • Past Dates: Jan. 14, July 11, Aug. 8
Upcoming Dates
2022 Oct. 28 Dec. 16    
2023 Jan. 23      

Tax Practice Conduct Standards: Circular 230 and Standards for Tax Services

Meet the ethics requirement while addressing significant changes in the statutory and regulatory standards that govern tax practitioners. Explore rules that govern professional conduct in tax practice, including responsibilities to advise clients on tax positions and related penalty avoidance—portions of course materials from Kip Dellinger, Practical Guide to Federal Tax Practice Standards (CCH).

  • Time: 8:00 - 11:30 a.m.
  • Credits: CPE: 4; CPE-Technical: 4; CPE-ET: 4; CTEC-ET: 2; IRS-ET: 2
  • Past Dates: [2022] June 1, July 14, Sept. 16
Upcoming Dates
2022 Sept. 16 Nov. 9    
2023 Jan. 11 Feb. 23    

This offer is exclusively available to Executive, Professional +5, Professional <5, Temporarily Out of Work Force and Retired member types who have paid their CalCPA membership fees with “Current” member status and excludes Life Members and any membership with a “Suspended” member status. No promo code is required during registration.

Value is based on a full-pay, nonmember course price.