A Back and Forth Discussion of CPA Ethics

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

You are invited to join us for an upcoming Continuing Professional Education program, A Back and Forth Discussion of CPA Ethics.

This course examines recent examples to illustrate the AICPA Code of Professional Conduct and the Texas Rules of Professional Conduct. We will discuss how a CPA can put his or her values into action while service clients, employers, the public and the profession! As part of this course, we will also look at ethical conundrums and traps that practitioners can fall into while addressing moral dilemmas.

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Speakers

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

Professor McLeod is currently a full-time Senior Lecturer at the University of North Texas, and has taught classes in Corporate Income Taxes, Multi-jurisdictional Taxation, Individual Taxes, Tax Research, 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. Professor McLeod earned a law degree from Baylor School of Law, and an LL.M. degree in Taxation from Southern Methodist School of Law. She has been a licensed CPA since 1993 and has been licensed to practice law since 1992. Professor McLeod has enjoyed teaching live ethics course to CPAs since 2011 and is the owner of www.cpaethicsonline.com, which offers on-line self-study courses to CPAs. She is also a popular CPE speaker on a number of national platforms.

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CPE Information

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

After completing this training, participants will be able to educate licensees in 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 services/work, not to adhere to the mere technical compliance of such rules; and assist the Texas CPA in applying ethical judgment in interpreting the rules and determining public interest. Public interest should be placed ahead of self-interest, even if it means a loss of job or client.

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.