A Discussion of CPA Ethics

Start time:
July 22, 2025 12:30 PM PT
Duration:
5 hours, 30 minutes
Location:
Dallas Office
14555 Dallas Parkway #300
Dallas, TX 75254 (Map)
Credits:
4
Contact:
Kristine Zucchetti, Moss Adams, (949) 474-2615
Cost to attend:
Complimentary

This course examines recent examples to illustrate the AICPA Code of Professional Conduct and the Texas Rules of Professional Conduct.

Join us for our event, A Discussion of CPA Ethics. We’ll discuss how a CPA can put their values into action while serving their employer, clients, the public, and the profession. As part of this course, we’ll also look at ethical conundrums and traps that practitioners can fall into while addressing moral dilemmas.

Check in begins at 12:30 p.m., with the presentation from 1:00 p.m.–5:00 p.m. Food will be provided throughout.

Join us for happy hour after the program to network with fellow real estate professionals from 5:00 p.m.–6:00 p.m.

This event is cohosted by NAREC and Baker Tilly and offers four CPE credits.

MAxBT and NAREC logos

Register

Speakers

Allison M. McLeod, LL.M., CPA, A PLLC, LL.M., CPA, A PLLC, University of North Texas in Denton, Texas

Professor McLeod is a senior lecturer at the University of North Texas, and has taught classes in corporate income taxes, multi-jurisdictional taxation, individual taxes, tax research, tax ethics, and financial accounting. She has taught in the past as the University of North Texas College of Law as an adjunct professor. She is a past member of the TSCPA’s Professional Ethics Committee and the AICPA’s Exam Team (REG). Prior to Professor McLeod going into academia, she worked for 18 years in industry and in a Big Four accounting firm.

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Registration information for this event may be shared with the event's co-hosts, speakers, and sponsors.

CPE Information

Program Level:
Overview
Credits:
Regulatory Ethics: 4
Delivery Method:
Webcast
Learning Objectives:

Apply the ethics of professional accounting as Texas CPAs; convey the intent of the Texas Rules of Professional Conduct and the AICPA Code of Professional Conduct in the performance of professional accounting service, not to adhere to the mere technical compliance of such rules; utilize ethical judgment in interpreting the rules and determining public interest; and discuss the Texas Rules of Professional Conduct and their implications for persons in a variety of practices.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Kristine Zucchetti at (949) 474-2615 or send her an email.

Baker Tilly Advisory Group, LP fka Moss Adams LLP 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Applicable Industries

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.