Date: Thursday, November 18, 2021
Time: 8:15 a.m. - 12:00 noon Central
Topic: Managing Ethical Dilemmas for Texas CPAs
Speaker: Alison McLeod, LL.M., JD, CPA
Recommended CPE Hours: Four (4) CPE credit hours will be granted based on a 50-minute hour in accordance with the standards of the Texas State Board of Public Accountancy.
Prerequisites: None
Advance Preparation: None
Program level: Basic
Learning objectives:
- To educate licensees in ethics of professional accounting as Texas CPAs.
- To convey the intent of the Rules of Professional Conduct in the performance of professional accounting services/work, not to adhere to the mere technical compliance of such rules.
- To 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.
- To review and discuss the Rules of Professional Conduct and their implications for persons in a variety of practices, including:
- CPAs in client practice of public accountancy who perform attest and non-attest services.
- CPAs employed in industry who provide internal accounting and auditing services.
- CPAs employed in education or in government accounting or auditing.
Speaker Information: Allison M. (Yee) McLeod, LL.M., JD, CPA, has served as an expert witness in multi-million dollar cases involving tax litigation and accounting malpractice. All cases have resolved to the client’s satisfaction.
Professor McLeod also a full-time Senior Lecturer at the University of North Texas in Denton, Texas. Her courses include Ethics, Corporate Taxation, Tax Research and Financial Accounting. She received Bachelor of Business Administration and Juris Doctor degrees from Baylor University, and a Master of Legal Letters (LL.M.) degree specializing in Taxation from the Southern Methodist University School of Law. Professor McLeod has also studied British and Art History at the University of Sussex, England.
Prior to joining the UNT faculty in 2010, Professor McLeod held the position of Director of Tax Planning and IRS Audits for Lehigh Hanson North America, a major manufacturer of cement, aggregates and other building materials. Her practice included both federal and international tax planning as well as tax controversy. Professor McLeod also spent thirteen years specializing in Tax Planning with the JCPenney Corporation, Inc., and two years with Deloitte & Touche in Dallas.
Professor McLeod is licensed to practice law by the State Bar of Texas since 1992 and has been a Certified Public Accountant since 1993. She has presented ethics seminars across the nation for both CPAs and lawyers and has maintained a private practice specializing in Taxation for the past 25 years.
To register please go to Registration. After the chapter receives your payment, a link to the On24 registration will be sent. You will need to register with On24 to receive the direct link to the virtual meeting.