Event Description
TEI is excited to announce our second annual TEI Webinar Series: Ethics CPE for Tax Professionals. This essential series consists of four practical and relevant ethics sessions to help you stay up to date with the latest ethical standards for ensuring compliance, maintaining trust, and safeguarding your professional integrity. The Webinars will be hosted via Zoom on December 10-11, 2025. You may purchase the full series of four sessions, or each webinar session can be purchased individually.
This online webinar series offers a flexible, convenient way to earn necessary end-of-year ethics CPE credits, and ensure your practices align with today’s ethical expectations. Each session is designed with working professionals in mind, featuring live instruction that allows for real-time engagement with both the faculty and fellow participants. The online format means you can join from any location, accommodating your professional schedule. Each session offers an interactive component, allowing participants to engage with expert instructors and discuss real-world scenarios in a confidential and supportive environment. Whether you are new to the field or an experienced tax professional, TEI’s Webinar Series: Ethics CPE for Tax Professionals provides a practical, accessible, and comprehensive approach to ethical compliance in today’s complex tax landscape.
Webinar Series Sessions (subject to change. All times are EST):
Ethical Considerations in Accounting Methods - Wednesday, December 10, 2025 (11:00 am - 12:00 pm EST)
This session explores the ethical considerations that arise when addressing accounting method issues for clients. Tax advisers often face challenging decisions when balancing a client’s interests with their professional obligations to uphold integrity, transparency, and compliance with applicable rules and standards. Participants will gain insights into ethical frameworks and practical approaches for navigating these challenges while maintaining the highest standards of professional conduct.
Speakers:
Jessica Hawn, Managing Director, Andersen Tax LLC
Annette Ahlers, Managing Director, Andersen Tax LLC
Learning Objectives:
By the end of this session, participants will be able to:
Identify common ethical issues that arise in accounting method decisions.
Apply ethical frameworks to analyze situations where client interests and professional obligations may conflict.
Develop strategies for resolving accounting method disputes in a manner consistent with professional responsibility and ethical standards.
Ethics in the Artificial Intelligence (AI) Sector - Wednesday, December 10, 2025 (12:15 - 1:15 pm EST)
As artificial intelligence continues to reshape the tax and finance landscape, professionals are increasingly challenged to navigate ethical questions surrounding the use of AI in analysis, reporting, and decision-making. This session will explore the intersection of professional ethics and emerging technology, examining how established ethical frameworks apply when algorithms and automation influence professional judgment. Through real-world examples and discussion, participants will consider issues such as data integrity, confidentiality, bias in AI systems, and accountability for AI-assisted work. Attendees will leave with practical strategies to uphold ethical standards and maintain public trust in a rapidly evolving digital environment.
Speaker:
Glenn McCoy, Principal, Client Services, Ryan, LLC
Learning Objectives:
After completing this session, participants will be able to:
Identify key ethical considerations that arise when integrating artificial intelligence into professional tax and financial workflows.
Evaluate how existing professional codes of conduct apply to the use of AI tools, including considerations of integrity, objectivity, and due care.
Apply ethical decision-making frameworks to scenarios involving AI-assisted analysis, client communications, and data management.
Trust but Verify: A Look at Professional & Regulatory Standards in Tax - Thursday, December 11, 2025 (11:00 am - 12:00 pm EST)
Speakers:
TBD - Forvis Mazurs LLP
Transparency, Morality, and the Importance of Ethics in the Tax Practice - Thursday, December 11, 2025 (12:15 - 1:15 pm EST)
This session offers a comprehensive exploration of the ethical landscape in tax practice, emphasizing transparency, morality, and professional responsibility. Participants will review foundational ethical standards, including the AICPA Statements on Standards for Tax Services and the AICPA Code of Professional Conduct. Through an engaging presentation, attendees will examine best practices for engagement letters as well, equipping them to navigate complex ethical challenges with confidence and integrity.
Speaker:
David Holets, Partner, Tax, Crowe LLP
Learning Objectives:
By the end of this session, participants will be able to:
Explain key professional standards governing tax practice, including the AICPA Statements on Standards for Tax Services and the AICPA Code of Professional Conduct.
Evaluate practical approaches to contracting with third party tax advisors that uphold ethical obligations.
Apply ethical principles to real-world scenarios involving transparency and morality in tax practice.
Registration will open soon. Registration will be open when there is a blue “Register” button above.
CPE/CLE Information
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Field of Study: Regulatory Ethics
Advanced Preparation: No advanced preparation required
CPE Credits possible: approximately 4.0 CPE credits based on a 50-minute hour for each individual webinar attended, and up to approximately 7.0 CPE credits if attending all webinars in the series.
Registration
Registration Fees:
Full Course (all 4 sessions)
Member Registrant: $175
Non-Member Registrant: $275
Individual Sessions
Member Registration: $50 per session
Non-Member Registration: $75 per session
To register an individual (other than yourself) or a group, please download and complete a REGISTRATION FORM for each person and send it to: meetings@tei.org
Please note: Member rates are available only to TEI members. TEI memberships are individual memberships, not corporate memberships, even if the organization pays the member dues. Member benefits, such as member pricing, are not transferrable to non-members.
REMINDER: TEI events are open to TEI members and other in-house tax professionals. Individuals engaged in private law, accounting, or other consulting practices, as well as government employees, are ineligible.
Need to renew? Visit www.tei.org, login, and select Membership Expired -- Rejoin Today above your profile.
Not a member? Learn more about the benefits of membership and join today to save on this event and gain access to all TEI member benefits and TEI educational offerings.
Cancellation and Substitution Policy
Cancellations will be subject to a $25 cancellation fee. There are no partial refunds if you can only attend some of the sessions. Substitutions may be made prior to the start of the course sessions; however, there are no partial registrations or sharing of registration for CPE purposes.