2025 Ethics Webinar Series: Ethics CPE for Tax Professionals

Ethical Considerations in Accounting Methods - Monday, 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:

1. Identify common ethical issues that arise in accounting method decisions.
2. Apply ethical frameworks to analyze situations where client interests and professional obligations may conflict.
3. Develop strategies for resolving accounting method disputes in a manner consistent with professional responsibility and ethical standards.
    

Ethics in the Artificial Intelligence (AI) Sector - Monday, 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:

1. Identify key ethical considerations that arise when integrating artificial intelligence into professional tax and financial workflows. 
2. Evaluate how existing professional codes of conduct apply to the use of AI tools, including considerations of integrity, objectivity, and due care.
3. 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 - Tuesday, 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 - Tuesday, 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:

1. Explain key professional standards governing tax practice, including the AICPA Statements on Standards for Tax Services and the AICPA Code of Professional Conduct.
2. Evaluate practical approaches to contracting with third party tax advisors that uphold ethical obligations.
3. 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.