Tax Practice Quarterly: 2026 Tax Ethics Update
Online
2.00 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Ethical standards and quality responsibilities are foundational to effective tax practice.
Join us for our annual tax ethics webcast featuring members of the AICPA’s Tax Practice Responsibilities Committee.
This session:
Through practical, real-world examples, the presenters will help you thoughtfully navigate ethical challenges that can arise in professional practice.
Objectives
- Distinguish the ethical requirements that CPA tax practitioners must adhere to, including Circular 230, the AICPA Code of Professional Conduct and SSTSs.
- Determine which rule or standard has the highest authority.
- Apply real-life ethical dilemma examples to your tax practice.
Highlights
Annual tax ethics update
Circular No. 230
AICPA SSTSs
Designed For
Large firms, medium firms, CPAs, tax professionals, small/firms/sole practitioners, small/medium firms
Prerequisites
Basic knowledge of tax compliance, practice management and ethics
Notice
You will receive an email from the AICPA with instructions to access the webinar.
Leader(s):
Leader Bios
Dan Wise, AICPA
Dan Wise CPA • Member, AICPA Tax Practice Responsibilities Committee • Past Chair, AICPA Tax Practice and Procedures Committee • Partner, National Tax Services, CohnReznick • Leader, Tax Risk and Practice Leader, Tax Controversy Services, CohnReznick
James Newhard, AICPA
James C. Newhard CPA Jim is a sole practitioner, providing tax (preparation, planning and projections), accounting & reporting (SSARS and SSAE engagements, US GAAP adoption & implementation, and accounting framework application consulting and review), and advisory services to individuals, entrepreneurs, small-to-medium sized businesses, estate, and trusts. JAMES J. NEWHARD, CPA is a peered review practice (quality review certification), and Jim consults CPA-to-CPA with firms/practitioners regarding their Peer Review matters (from preparing for to evaluation & remediation), and assistance as a Quality Review service for pre-issuance reviews. Jim presents practitioner-focused CPE in A&A and tax (primarily PA local taxes), professional/regulatory and tax ethics, and small firm best practices). Jim has authored and technical-reviewed several live and webinar CPE programs.
Kathryn Clymer-Knapp, AICPA
Kathryn Clymer-Knapp J.D., LLM Chair of the AICPA Tax Practice Responsibilities Committee ?Managing Director, US Tax Quality, Ernst & Young, LLP ?Government & Public Sector US Tax Quality Leader, Ernst & Young, LLP
Non-Member Price $109.00
Member Price $89.00